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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
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$10.3M +$1.24M +11,086 +13%
CA
327
Cullinan Associates
Kentucky
$10.2M -$102K -917 -1%
AC
328
Addenda Capital
Quebec, Canada
$10.1M +$1.59M +14,258 +18%
MAA
329
Matrix Asset Advisors
New York
$10.1M +$1.08M +9,710 +12%
WSTAM
330
Wilbanks Smith & Thomas Asset Management
Virginia
$10.1M +$429K +3,836 +4%
Daiwa Securities Group
331
Daiwa Securities Group
Japan
$10.1M +$657K +5,882 +7%
B
332
Bailard
California
$10M +$413K +3,700 +4%
ARMC
333
American Research & Management Company
Massachusetts
$10M -$47.5K -425 -0.5%
TPSF
334
Texas Permanent School Fund
Texas
$9.99M -$771K -6,899 -7%
SOADOR
335
State of Alaska Department of Revenue
Alaska
$9.93M -$100K -896 -1%
BG
336
Bahl & Gaynor
Ohio
$9.93M
MSL
337
Mackay Shields LLC
New York
$9.89M -$236K -2,116 -2%
ROC
338
Robertson Opportunity Capital
Texas
$9.88M
Creative Planning
339
Creative Planning
Kansas
$9.77M -$219K -1,960 -2%
FHA
340
First Horizon Advisors
Tennessee
$9.73M +$976K +8,739 +11%
SWK
341
Stephen W. Kidder
$9.36M -$51.5K -461 -0.5%
FI
342
Fosun International
China
$9.34M +$3.72M +33,314 +63%
PAIM
343
Punch & Associates Investment Management
Minnesota
$9.23M +$32.4K +290 +0.3%
Parallax Volatility Advisers
344
Parallax Volatility Advisers
California
$9.16M +$9.44M +84,454 New
DT
345
Diversified Trust
Tennessee
$9.15M +$1.78M +15,908 +23%
RGI
346
River Global Investors
United Kingdom
$9.08M -$2.57M -22,983 -22%
MGWM
347
Marks Group Wealth Management
Minnesota
$9.07M +$179K +1,599 +2%
PWLP
348
Prio Wealth Limited Partnership
Massachusetts
$8.96M -$70.4K -630 -0.8%
SRC
349
Stone Run Capital
New York
$8.91M +$2.12M +18,960 +30%
TC
350
TwinBeech Capital
New York
$8.88M -$118K -1,059 -1%

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.