1,351 hedge funds and large institutions have $61.2B invested in Fiserv in 2021 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 476 increasing their positions, 508 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+34
Holders Change %
+2.58%
% of All Funds
20.86%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
0.85%
New
194
Increased
476
Reduced
508
Closed
138
Calls
$750M
Puts
$486M
Net Calls
+$264M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1326
Byrne Asset Management
New Jersey
$4K +$4K +40 New
AWA
1327
Amplius Wealth Advisors
Pennsylvania
$4K +$4K +43 New
GFPC
1328
Global Financial Private Client
Florida
$3.53K
BIM
1329
Baldwin Investment Management
Pennsylvania
$3.01K -$213 -2,048 -7%
CWA
1330
Clearview Wealth Advisors
Oregon
$3K
FNBOSM
1331
First National Bank of South Miami
Florida
$3K
HI
1332
Hudock Inc
Pennsylvania
$3K +$1K +10 +50%
CP
1333
Castleview Partners
Texas
$2.07K +$2.07K +214,326 New
FBT
1334
First Bank & Trust
South Dakota
$2K
ONST
1335
Old North State Trust
North Carolina
$2K
BA
1336
Bellwether Advisors
Nebraska
$2K
TSWM
1337
Tyler-Stone Wealth Management
Ohio
$2K +$2K +16 New
LWA
1338
Lenox Wealth Advisors
New York
$2K +$1.64K +18 +450%
BBHC
1339
Brown Brothers Harriman & Co
New York
$1.71K +$503 +4,841 +41%
NFSG
1340
Newbridge Financial Services Group
Florida
$1K
CWC
1341
Carolinas Wealth Consulting
North Carolina
$1K
RG
1342
Retirement Group
California
$1K
CA
1343
Cornerstone Advisory
Maryland
$1K +$1K +8 New
CFFP
1344
Center for Financial Planning
Michigan
$1K +$1K +9 New
CWM
1345
Curi Wealth Management
North Carolina
$1K +$1K +18 New
FHC
1346
First Heartland Consultants
Missouri
$424 +$424 +4,088 New
WA
1347
WestEnd Advisors
North Carolina
$415 +$415 +4 New
WIM
1348
Westside Investment Management
California
$44
FGAM
1349
Financial Gravity Asset Management
Texas
$10 +$10 +104 New
PC
1350
PointState Capital
New York
-$131M -1,203,862 Closed