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
CG
476
Cutler Group
California
$4.67M +$3.27M +29,241 +212%
ZIM
477
Zacks Investment Management
Illinois
$4.66M +$71.6K +641 +2%
GIM
478
Grassi Investment Management
California
$4.57M +$626K +5,600 +15%
PI
479
Putnam Investments
Massachusetts
$4.57M -$2.64M -23,596 -36%
EMPI
480
Elo Mutual Pension Insurance
Finland
$4.57M
SMDAM
481
Sumitomo Mitsui DS Asset Management
Japan
$4.54M -$27.7K -248 -0.6%
CIBC World Market
482
CIBC World Market
Ontario, Canada
$4.53M +$676K +6,049 +17%
JC
483
Jacobs & Co
California
$4.5M +$704K +6,297 +18%
CRC
484
Curi RMB Capital
Illinois
$4.44M +$34.7K +311 +0.8%
MCM
485
Maytus Capital Management
New York
$4.43M +$93.2K +834 +2%
WHG
486
Westwood Holdings Group
Texas
$4.42M -$554K -4,957 -11%
CCM
487
Carderock Capital Management
Maryland
$4.36M -$522K -4,672 -10%
ANTB
488
AMG National Trust Bank
Colorado
$4.36M +$476K +4,258 +12%
CM
489
Caption Management
Oklahoma
$4.34M +$4.47M +40,000 New
TF
490
Threadgill Financial
Texas
$4.29M +$4.42M +39,569 New
NMERB
491
New Mexico Educational Retirement Board
New Mexico
$4.23M -$78.2K -700 -2%
CCM
492
Cox Capital Management
Massachusetts
$4.18M +$161K +1,442 +4%
ACI
493
Alpha Cubed Investments
California
$4.18M +$3.72M +33,290 +640%
AHC
494
Anderson Hoagland & Co
Missouri
$4.16M +$2.35M +21,030 +122%
SC
495
SouthState Corp
Florida
$4.08M -$36.8K -329 -0.9%
SAM
496
Selway Asset Management
$4.05M +$44.7K +400 +1%
DC
497
Davenport & Co
Virginia
$4.04M +$2.84M +25,380 +215%
MIP
498
Marietta Investment Partners
Wisconsin
$4.02M -$346K -3,100 -8%
KTM
499
Keeler Thomas Management
Utah
$4.01M +$249K +2,229 +6%
CBB
500
Citizens Business Bank
California
$4.01M +$46.5K +416 +1%

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.