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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
Schroder Investment Management Group
501
Schroder Investment Management Group
United Kingdom
$3.98M +$303K +2,714 +8%
GT
502
Glenview Trust
Kentucky
$3.96M -$1.21M -10,870 -23%
TIA
503
Tandem Investment Advisors
South Carolina
$3.94M +$658K +5,891 +19%
CFG
504
Citizens Financial Group
Rhode Island
$3.9M -$33.5K -300 -0.8%
WCM
505
Wisconsin Capital Management
Wisconsin
$3.9M -$11.2K -100 -0.3%
CGA
506
Crescent Grove Advisors
Illinois
$3.85M
KRS
507
Kentucky Retirement Systems
Kentucky
$3.85M +$86.9K +778 +2%
NIM
508
Nicollet Investment Management
Minnesota
$3.85M -$1.12K -10 -0%
GIM
509
Goelzer Investment Management
Indiana
$3.84M -$180K -1,612 -4%
SAM
510
Security Asset Management
New York
$3.81M -$2.79K -25 -0.1%
DILIC
511
Dai-ichi Life Insurance Company
Japan
$3.78M -$124K -1,114 -3%
CCT
512
Capital City Trust
Florida
$3.77M +$37.1K +332 +1%
HWAM
513
Hennion & Walsh Asset Management
New Jersey
$3.76M -$96.5K -864 -2%
BRC
514
Bishop Rock Capital
New York
$3.73M -$5.27M -47,159 -58%
IA
515
IndexIQ Advisors
New York
$3.73M +$58.8K +526 +2%
X
516
Xponance
Pennsylvania
$3.73M -$305K -2,727 -7%
PCA
517
Providence Capital Advisors
North Carolina
$3.65M +$188K +1,682 +5%
BCM
518
Buckhead Capital Management
Georgia
$3.64M +$3.75M +33,538 New
JCM
519
Jag Capital Management
Missouri
$3.63M -$60.3K -540 -2%
SI
520
Stephens Inc
Arkansas
$3.63M +$26.3K +235 +0.7%
TC
521
TownSquare Capital
Utah
$3.61M +$384K +3,436 +12%
KS
522
Karpas Strategies
Connecticut
$3.61M +$4.05M +36,280 New
RE
523
RBC Europe
United Kingdom
$3.59M +$228K +2,041 +7%
GF
524
Gabelli Funds
New York
$3.58M +$637K +5,700 +21%
KP
525
Keel Point
Alabama
$3.58M +$3.68M +32,955 New

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.