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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
DADC
276
D.A. Davidson & Co
Montana
$14.7M +$648K +5,797 +4%
PCM
277
Palisade Capital Management
New Jersey
$14.7M -$992K -8,876 -6%
MIM
278
MetLife Investment Management
New Jersey
$14.6M -$388K -3,477 -3%
AII
279
AGF Investments Inc
Ontario, Canada
$14.6M +$7.9M +70,697 +111%
CL
280
Choreo LLC
Illinois
$14.5M -$14.1K -126 -0.1%
Handelsbanken Fonder
281
Handelsbanken Fonder
Sweden
$14.2M
Russell Investments Group
282
Russell Investments Group
United Kingdom
$14.2M -$544K -4,870 -4%
BST
283
Bath Savings Trust
Maine
$14.1M +$389K +3,482 +3%
M&T Bank
284
M&T Bank
New York
$14M +$608K +5,446 +4%
GEM
285
Global Endowment Management
North Carolina
$13.9M +$3.38M +30,274 +31%
Voloridge Investment Management
286
Voloridge Investment Management
Florida
$13.8M -$19.3M -172,699 -58%
TFA
287
Toth Financial Advisory
Virginia
$13.7M +$271K +2,423 +2%
WBC
288
Westpac Banking Corp
Australia
$13.7M -$3.23M -28,873 -19%
BAM
289
Bell Asset Management
Australia
$13.7M +$2.65M +23,693 +23%
MCM
290
McRae Capital Management
New Jersey
$13.6M +$251K +2,245 +2%
IMPI
291
Ilmarinen Mutual Pension Insurance
Finland
$13.6M +$2.79M +25,000 +25%
1832 Asset Management
292
1832 Asset Management
Ontario, Canada
$13.4M +$487K +4,363 +4%
Osaic Holdings
293
Osaic Holdings
Arizona
$13.4M +$72.8K +652 +0.5%
CIA
294
CCM Investment Advisers
South Carolina
$13.2M -$493K -4,414 -4%
DWT
295
Dorsey & Whitney Trust
South Dakota
$13.1M -$112K -1,005 -0.8%
PAS
296
Professional Advisory Services
Florida
$13M +$108K +970 +0.8%
BPIM
297
Brant Point Investment Management
New York
$12.9M +$42.5K +380 +0.3%
KLWA
298
Kelly Lawrence W & Associates
California
$12.9M +$6.7K +60 +0.1%
EW
299
Evoke Wealth
California
$12.9M +$1.03M +9,262 +8%
GIA
300
Guyasuta Investment Advisors
Pennsylvania
$12.7M +$332K +2,975 +3%

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.