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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
RSVP
426
Ramsay Stattman Vela & Price
Colorado
$5.99M +$801K +7,167 +15%
WC
427
Woodstock Corp
Massachusetts
$5.95M +$256K +2,295 +4%
GECH
428
Garnet Equity Capital Holdings
New York
$5.92M -$2.56M -22,950 -29%
Vontobel Holding
429
Vontobel Holding
Switzerland
$5.89M +$101K +902 +2%
LRPA
430
L. Roy Papp & Associates
Arizona
$5.87M +$798K +7,145 +15%
CCM
431
Covington Capital Management
California
$5.86M +$6.03M +53,933 +145,765%
TCCM
432
Timber Creek Capital Management
Massachusetts
$5.85M +$240K +2,144 +4%
UCFA
433
United Capital Financial Advisors
Texas
$5.75M -$64.5K -577 -1%
UF
434
Univest Financial
Pennsylvania
$5.71M +$276K +2,474 +5%
AI
435
Atria Investments
North Carolina
$5.7M -$234K -2,096 -4%
Pacer Advisors
436
Pacer Advisors
Pennsylvania
$5.68M -$64.6K -578 -1%
SCA
437
Snowden Capital Advisors
New York
$5.64M +$377K +3,372 +7%
Cambridge Investment Research Advisors
438
Cambridge Investment Research Advisors
Iowa
$5.64M -$3.55M -31,773 -38%
EGM
439
Engineers Gate Manager
New York
$5.59M -$2.89M -25,836 -33%
SAM
440
Securian Asset Management
Minnesota
$5.53M -$64.2K -575 -1%
FNBOMD
441
First National Bank of Mount Dora
Florida
$5.53M +$422K +3,775 +8%
HAIM
442
Hunter Associates Investment Management
Pennsylvania
$5.51M -$637K -5,700 -10%
ANBT
443
American National Bank & Trust
Texas
$5.5M -$170K -1,524 -3%
AAF
444
Andra AP-fonden
Sweden
$5.42M +$860K +7,700 +18%
CAC
445
Core Alternative Capital
Georgia
$5.41M +$5.58M +49,902 New
OC
446
Oarsman Capital
Wisconsin
$5.38M -$53.6K -480 -1%
SCM
447
Stanley Capital Management
Texas
$5.38M
AIMCA
448
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.37M +$354K +3,164 +7%
MLIC
449
Mandatum Life Insurance Company
Finland
$5.33M
Marshall Wace
450
Marshall Wace
United Kingdom
$5.3M +$849K +7,595 +18%

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.