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FISV

Fiserv Inc

1,201 hedge funds and large institutions have $63.9B invested in Fiserv Inc in 2020 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 401 increasing their positions, 500 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $324M

6% more capital invested

Capital invested by funds: $60.6B → $63.9B (+$3.37B)

5% more funds holding in top 10

Funds holding in top 10: 7579 (+4)

0.07% more ownership

Funds ownership: 92.78%92.85% (+0.07%)

2% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 128

1% less funds holding

Funds holding: 1,2171,201 (-16)

20% less repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 500

Holders
1,201
Holders Change
-16
Holders Change %
-1.31%
% of All Funds
24.23%
Holding in Top 10
79
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.33%
% of All Funds
1.59%
New
126
Increased
401
Reduced
500
Closed
128
Calls
$1.78B
Puts
$324M
Net Calls
+$1.46B
Net Calls Change
+$510M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$404M +$7.63M +76,597 +2%
Barclays
27
Barclays
United Kingdom
$370M +$156M +1,562,284 +77%
Legal & General Group
28
Legal & General Group
United Kingdom
$340M -$13M -130,263 -4%
ACM
29
Atlanta Capital Management
Georgia
$335M +$32.9M +329,868 +11%
PAI
30
Pittenger & Anderson Inc
Nebraska
$325M +$576K +5,780 +0.2%
WRF
31
Waddell & Reed Financial
Kansas
$322M +$24.8M +249,177 +9%
LWCFA
32
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$313M +$16.9M +170,138 +6%
CS
33
Credit Suisse
Switzerland
$303M -$56.1M -563,522 -16%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$299M +$274M +2,748,265 +1,949%
Wells Fargo
35
Wells Fargo
California
$297M +$46.4M +465,871 +19%
Swiss National Bank
36
Swiss National Bank
Switzerland
$292M -$7.02M -70,500 -2%
PAMU
37
Pictet Asset Management (UK)
United Kingdom
$277M +$19.3M +194,066 +8%
Holocene Advisors
38
Holocene Advisors
New York
$266M +$231M +2,320,446 +892%
KCM
39
Kensico Capital Management
Connecticut
$263M -$27.6M -277,400 -10%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$262M +$35M +350,999 +16%
Charles Schwab
41
Charles Schwab
California
$260M +$1.72M +17,312 +0.7%
Deutsche Bank
42
Deutsche Bank
Germany
$260M -$9.54M -95,750 -4%
William Blair & Company
43
William Blair & Company
Illinois
$250M -$4.41M -44,268 -2%
N
44
Nuveen
North Carolina
$244M -$631K -6,334 -0.3%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$232M -$17.4M -174,678 -7%
UBS AM
46
UBS AM
Illinois
$228M +$3.31M +33,269 +2%
ECU
47
Egerton Capital (UK)
United Kingdom
$226M -$160M -1,610,959 -42%
MC
48
Maplelane Capital
New York
$207M +$28.6M +287,500 +17%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$205M -$68M -682,993 -26%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$201M +$77.9M +782,496 +67%

FISV Hedge Fund Activity: Q3 2020 in Review

1,201 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2020, worth a combined $63.9B — up 5.6% from $60.6B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of FISV and 126 opened new positions — a net loss of 2 holders — while 500 trimmed existing stakes and 401 added.

The largest buyer was Veritas Asset Management, opening a new position worth an estimated $697M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $498M.

  • 1,201 institutional investors held Fiserv Inc (FISV) as of Q3 2020, down from 1,217 in Q2 2020.
  • Funds reported $63.9B of Fiserv Inc stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q3 2020 and 128 closed out, a net change of -2 holders.
  • The largest Fiserv Inc buyer in Q3 2020 was Veritas Asset Management, an estimated $697M added.
  • The largest Fiserv Inc seller in Q3 2020 was Kohlberg Kravis Roberts & Co, an estimated $498M sold.

Based on aggregated 13F filings for Q3 2020.