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FISV

Fiserv Inc

1,359 hedge funds and large institutions have $61.2B invested in Fiserv Inc in 2021 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 480 increasing their positions, 509 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $752M | Put options by funds: $486M

41% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 138

3% more funds holding

Funds holding: 1,3241,359 (+35)

0.96% less ownership

Funds ownership: 90.6%89.65% (-0.96%)

6% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 509

6% less capital invested

Capital invested by funds: $65B → $61.2B (-$3.77B)

17% less funds holding in top 10

Funds holding in top 10: 6655 (-11)

Holders
1,359
Holders Change
+35
Holders Change %
+2.64%
% of All Funds
20.91%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
0.85%
New
195
Increased
480
Reduced
509
Closed
138
Calls
$752M
Puts
$486M
Net Calls
+$266M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
426
HM Payson & Co
Maine
$5.33M -$1.01M -9,740 -16%
Man Group
427
Man Group
United Kingdom
$5.33M -$12M -116,406 -69%
CCM
428
Cox Capital Management
Massachusetts
$5.24M +$1.23M +11,878 +31%
MCWS
429
McKinley Carter Wealth Services
West Virginia
$5.2M +$246K +2,382 +5%
PMG
430
ProVise Management Group
Florida
$5.18M +$2.26M +21,820 +78%
ANBT
431
American National Bank & Trust
Texas
$5.14M -$126K -1,217 -2%
OC
432
Oarsman Capital
Wisconsin
$5.12M -$24.1K -233 -0.5%
PSUF
433
People's United Financial
Connecticut
$5.09M -$726K -7,019 -13%
SAM
434
Securian Asset Management
Minnesota
$5.09M -$204K -1,969 -4%
PFPT
435
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.07M +$359K +3,475 +8%
National Bank of Canada
436
National Bank of Canada
Quebec, Canada
$5.05M +$4.99M +48,271 New
MML Investors Services
437
MML Investors Services
Massachusetts
$5.02M +$1.88M +18,225 +60%
NME
438
Notis-McConarty Edward
$5M +$47.3K +457 +1%
AF
439
Ally Financial
Michigan
$4.98M +$1.86M +18,000 +60%
CC
440
Carlson Capital
Texas
$4.98M +$4.96M +48,000 New
FHA
441
First Horizon Advisors
Tennessee
$4.97M -$4.32M -41,807 -47%
CWM
442
CMH Wealth Management
New Hampshire
$4.96M -$1.53M -14,764 -24%
SAM
443
Sycomore Asset Management
France
$4.96M -$1.22M -11,826 -20%
RMCM
444
Reynders McVeigh Capital Management
Massachusetts
$4.94M -$1.07M -10,324 -18%
TAM
445
Tocqueville Asset Management
New York
$4.94M -$49.6K -480 -1%
DDC
446
DF Dent & Co
Maryland
$4.94M -$24.6K -238 -0.5%
MS
447
Marshall & Sullivan
Washington
$4.92M +$79.5K +769 +2%
HEIP
448
Hudson Edge Investment Partners
New Jersey
$4.92M +$4.9M +47,373 New
SAM
449
Smithbridge Asset Management
Pennsylvania
$4.91M +$183K +1,765 +4%
NEI
450
Northwest & Ethical Investments
Ontario, Canada
$4.91M +$272K +2,628 +6%

FISV Hedge Fund Activity: Q4 2021 in Review

1,359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2021, worth a combined $61.2B — down 5.8% from $65B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new FISV positions and 138 closed out — a net gain of 57 holders — while 480 added to existing stakes and 509 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $1.02B. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $2.11B.

  • 1,359 institutional investors held Fiserv Inc (FISV) as of Q4 2021, up from 1,324 in Q3 2021.
  • Funds reported $61.2B of Fiserv Inc stock for Q4 2021, down 5.8% quarter-over-quarter.
  • 195 funds opened new Fiserv Inc positions in Q4 2021 and 138 closed out, a net change of +57 holders.
  • The largest Fiserv Inc buyer in Q4 2021 was Dodge & Cox, an estimated $1.02B added.
  • The largest Fiserv Inc seller in Q4 2021 was Kohlberg Kravis Roberts & Co, an estimated $2.11B sold.

Based on aggregated 13F filings for Q4 2021.