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FISV

Fiserv Inc

1,324 hedge funds and large institutions have $65B invested in Fiserv Inc in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 542 increasing their positions, 446 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $685M | Put options by funds: $537M

22% more repeat investments, than reductions

Existing positions increased: 542 | Existing positions reduced: 446

1% more capital invested

Capital invested by funds: $64.4B → $65B (+$639M)

0.28% more ownership

Funds ownership: 90.33%90.6% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 6666 (0)

2% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 123

1% less funds holding

Funds holding: 1,3401,324 (-16)

Holders
1,324
Holders Change
-16
Holders Change %
-1.19%
% of All Funds
23.18%
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.16%
New
121
Increased
542
Reduced
446
Closed
123
Calls
$685M
Puts
$537M
Net Calls
+$148M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
251
Amalgamated Bank
New York
$17.3M -$312K -2,795 -2%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$17.2M +$339K +3,031 +2%
SOMRS
253
State of Michigan Retirement System
Michigan
$16.8M -$11.2K -100 -0.1%
KBC Group
254
KBC Group
Belgium
$16.8M -$16.9M -150,953 -49%
JLBC
255
J.L. Bainbridge & Co
Florida
$16.7M +$9.78M +87,567 +132%
FSCM
256
First Sabrepoint Capital Management
Texas
$16.6M +$5.2M +46,520 +44%
SFM
257
Stack Financial Management
Montana
$16.5M +$108K +968 +0.6%
NC
258
NZS Capital
Colorado
$16.4M +$10.1M +89,952 +148%
CC
259
Cornerstone Capital
California
$16.4M -$33K -295 -0.2%
Rafferty Asset Management
260
Rafferty Asset Management
New York
$16M +$2.27M +20,341 +16%
TFM
261
TPI Fund Managers
United Kingdom
$15.7M -$3.13M -28,043 -16%
OPERF
262
Oregon Public Employees Retirement Fund
Oregon
$15.4M +$710K +6,353 +5%
AFG
263
Albion Financial Group
Utah
$15.3M -$204K -1,823 -1%
DekaBank Deutsche Girozentrale
264
DekaBank Deutsche Girozentrale
Germany
$15.3M +$3.23M +28,944 +27%
LC
265
Loews Corp
New York
$15.2M
BGC
266
Blue Grotto Capital
Georgia
$15.2M +$15.6M +140,000 New
UIM
267
USS Investment Management
United Kingdom
$15.1M -$58.5M -523,638 -79%
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1M +$932K +8,342 +6%
Skandinaviska Enskilda Banken (SEB)
269
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.1M +$1.56M +13,927 +11%
Calamos Advisors
270
Calamos Advisors
Illinois
$15M +$1.36M +12,167 +10%
GAI
271
General American Investors
New York
$14.9M +$2.51M +22,500 +20%
JMPWA
272
JP Morgan Private Wealth Advisors
California
$14.8M +$863K +7,720 +6%
CGH
273
Crossmark Global Holdings
Texas
$14.7M -$80.4K -720 -0.5%
Wellington Management Group
274
Wellington Management Group
Massachusetts
$14.7M -$1.13M -10,112 -7%
Nomura Asset Management
275
Nomura Asset Management
Japan
$14.7M +$354K +3,166 +2%

FISV Hedge Fund Activity: Q3 2021 in Review

1,324 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2021, worth a combined $65B — up 0.99% from $64.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of FISV and 121 opened new positions — a net loss of 2 holders — while 446 trimmed existing stakes and 542 added.

The largest buyer was ValueAct Holdings, adding an estimated $533M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $495M.

  • 1,324 institutional investors held Fiserv Inc (FISV) as of Q3 2021, down from 1,340 in Q2 2021.
  • Funds reported $65B of Fiserv Inc stock for Q3 2021, up 0.99% quarter-over-quarter.
  • 121 funds opened new Fiserv Inc positions in Q3 2021 and 123 closed out, a net change of -2 holders.
  • The largest Fiserv Inc buyer in Q3 2021 was ValueAct Holdings, an estimated $533M added.
  • The largest Fiserv Inc seller in Q3 2021 was Kohlberg Kravis Roberts & Co, an estimated $495M sold.

Based on aggregated 13F filings for Q3 2021.