We are live on ! Find out more
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
SCC
376
Steel Canyon Capital
Arizona
$7.49M +$7.71M +69,019 New
AWCI
377
Alpine Woods Capital Investors
New York
$7.38M -$1.35M -12,100 -15%
AWM
378
AE Wealth Management
Kansas
$7.37M -$830K -7,428 -10%
MNBTD
379
Moody National Bank Trust Division
Texas
$7.36M -$8.27K -74 -0.1%
MRCM
380
M&R Capital Management
New Jersey
$7.34M +$7.23M +64,709 +2,196%
CVM
381
Cheviot Value Management
California
$7.33M +$230K +2,056 +3%
PA
382
Profund Advisors
Maryland
$7.32M +$550K +4,926 +8%
OAM
383
Optimal Asset Management
California
$7.29M +$9.83K +88 +0.1%
LCP
384
Legacy Capital Partners
Wisconsin
$7.25M +$299K +2,675 +4%
MA
385
MUFG Americas
New York
$7.23M +$631K +5,646 +9%
BBVA
386
Banco Bilbao Vizcaya Argentaria
Spain
$7.18M -$388K -3,469 -5%
CTA
387
Chesley Taft & Associates
Illinois
$7.1M -$13.1M -117,457 -64%
HFS
388
Hantz Financial Services
Michigan
$7.09M +$228K +2,044 +3%
CF
389
CNA Financial
Illinois
$7.05M -$279K -2,500 -4%
NAM
390
Nissay Asset Management
Japan
$7.04M +$239K +2,135 +3%
FBFS
391
First Business Financial Services
Wisconsin
$7.04M -$27.9K -250 -0.4%
ANI
392
American National Insurance
Texas
$7M -$6.14K -55 -0.1%
PKC
393
Palmer Knight Company
Florida
$6.99M +$466K +4,167 +7%
Kovitz Investment Group Partners
394
Kovitz Investment Group Partners
Illinois
$6.97M -$8.94K -80 -0.1%
ACP
395
Ashfield Capital Partners
California
$6.97M +$37K +331 +0.5%
SIC
396
SFE Investment Counsel
California
$6.85M +$1.2M +10,749 +21%
RMC
397
Resources Management Corp
Connecticut
$6.84M -$276K -2,474 -4%
CWM
398
CMH Wealth Management
New Hampshire
$6.79M +$418K +3,744 +6%
HBT
399
Hills Bank & Trust
Iowa
$6.76M -$142K -1,270 -2%
B
400
Bellecapital
Switzerland
$6.76M -$165K -1,473 -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.