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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
FG
351
Fiduciary Group
Georgia
$8.86M +$32.5K +291 +0.4%
IP
352
Interval Partners
New York
$8.83M +$5.74M +51,389 +171%
GH
353
GAM Holding
Switzerland
$8.76M -$13.4M -119,575 -60%
PP
354
Palladium Partners
Virginia
$8.71M +$8.68M +77,718 +3,060%
SIC
355
Salem Investment Counselors
North Carolina
$8.66M +$290K +2,600 +3%
Janney Montgomery Scott
356
Janney Montgomery Scott
Pennsylvania
$8.55M +$468K +4,187 +6%
MJP
357
Michael J. Puzo
$8.49M -$24.6K -220 -0.3%
MOACM
358
Mutual of America Capital Management
New York
$8.48M +$53.1K +475 +0.6%
BCB
359
Brian C. Broderick
$8.44M -$40.1K -359 -0.5%
II
360
IFM Investors
Australia
$8.44M -$3.69K -33 -0%
LDB
361
Lee, Danner & Bass
Tennessee
$8.32M +$3.73M +33,372 +77%
COPPSERS
362
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.1M +$7.37K +66 +0.1%
AQR Capital Management
363
AQR Capital Management
Connecticut
$8.02M -$2.36M -21,129 -22%
HL
364
HeadInvest LLC
Maine
$8M +$22.3K +200 +0.3%
WB
365
Webster Bank
Connecticut
$7.96M -$22.8K -204 -0.3%
Capstone Investment Advisors
366
Capstone Investment Advisors
New York
$7.94M -$4.99M -44,676 -38%
SF
367
Synovus Financial
Georgia
$7.8M -$2.19M -19,564 -21%
LSERS
368
Louisiana State Employees Retirement System
Louisiana
$7.74M -$33.5K -300 -0.4%
TIM
369
Thompson Investment Management
Wisconsin
$7.73M +$331K +2,961 +4%
MLICM
370
Metropolitan Life Insurance Company (MetLife)
New York
$7.72M -$268K -2,402 -3%
PA
371
Perennial Advisors
New York
$7.7M +$167K +1,496 +2%
SCP
372
Steamboat Capital Partners
New York
$7.6M -$44K -394 -0.6%
MC
373
Middleton & Co
Massachusetts
$7.55M +$1.08M +9,681 +16%
TRCT
374
Tower Research Capital (TRC)
New York
$7.53M +$2.44M +21,836 +46%
LAI
375
Legal Advantage Investments
California
$7.5M -$22.3K -200 -0.3%

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.