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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
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$440M +$5.89M +52,678 +1%
N
27
Nuveen
North Carolina
$440M +$7.15M +63,981 +2%
Legal & General Group
28
Legal & General Group
United Kingdom
$410M +$23.6M +211,237 +6%
ACM
29
Atlanta Capital Management
Georgia
$360M -$11.5M -103,084 -3%
Wells Fargo
30
Wells Fargo
California
$355M +$17.1M +153,060 +5%
PAI
31
Pittenger & Anderson Inc
Nebraska
$338M -$661K -5,915 -0.2%
LWCFA
32
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$337M +$5.34M +47,816 +2%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$325M +$7.22M +64,603 +2%
Bank of America
34
Bank of America
North Carolina
$321M -$133M -1,188,823 -29%
FPP
35
Findlay Park Partners
United Kingdom
$311M -$312M -2,796,722 -49%
Charles Schwab
36
Charles Schwab
California
$307M -$267K -2,389 -0.1%
CWG
37
C WorldWide Group
Denmark
$299M -$3.91M -35,002 -1%
Macquarie Group
38
Macquarie Group
Australia
$290M -$9.09M -81,346 -3%
PAMS
39
Pictet Asset Management (Switzerland)
Switzerland
$278M +$287M +2,565,471 New
JP Morgan Chase
40
JP Morgan Chase
New York
$266M -$143M -1,277,907 -34%
KCM
41
Kensico Capital Management
Connecticut
$264M +$5.42M +48,500 +2%
Barclays
42
Barclays
United Kingdom
$258M -$13.1M -116,927 -5%
UBS AM
43
UBS AM
Illinois
$258M +$6.76M +60,549 +3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$257M -$9.39M -84,000 -3%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$254M -$57K -510 -0%
Franklin Resources
46
Franklin Resources
California
$244M +$236M +2,112,402 +1,519%
JFL
47
Jarislowsky, Fraser Ltd
Quebec, Canada
$243M +$14.7M +131,624 +6%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$230M +$4.07M +36,414 +2%
MPI
49
Mairs & Power Inc
Minnesota
$227M -$303K -2,708 -0.1%
Morgan Stanley
50
Morgan Stanley
New York
$217M -$29.2M -260,989 -12%

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.