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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
AC
526
Apogem Capital
New York
$3.57M +$940K +8,417 +34%
AP
527
Appleton Partners
Massachusetts
$3.56M -$2.79M -24,988 -43%
Mercer Global Advisors
528
Mercer Global Advisors
Colorado
$3.55M +$95.9K +858 +3%
GWM
529
Geneos Wealth Management
Colorado
$3.55M +$119K +1,064 +3%
AIM
530
Anchor Investment Management
South Carolina
$3.54M -$204K -1,823 -5%
ABP
531
Arthur B. Page
$3.53M -$124K -1,113 -3%
BSA
532
Bull Street Advisors
Georgia
$3.53M +$12.8K +115 +0.4%
BRWA
533
B. Riley Wealth Advisors
Florida
$3.48M +$318K +2,842 +10%
FB
534
Fulton Bank
Pennsylvania
$3.46M -$203K -1,821 -5%
SG
535
Stonnington Group
California
$3.44M
BIM
536
Baldwin Investment Management
Pennsylvania
$3.36M -$697K -6,240 -17%
ASN
537
Advisory Services Network
Georgia
$3.34M +$71.3K +638 +2%
PAMP
538
Polar Asset Management Partners
Ontario, Canada
$3.34M -$25.2M -225,907 -88%
HVM
539
Harvest Volatility Management
Connecticut
$3.31M +$1.27M +11,384 +59%
D.E. Shaw & Co
540
D.E. Shaw & Co
New York
$3.29M +$3.39M +30,309 New
GWM
541
Graybill Wealth Management
Illinois
$3.29M +$3.39M +30,299 New
NL
542
NKCFO LLC
Illinois
$3.28M +$3.37M +30,200 New
MML Investors Services
543
MML Investors Services
Massachusetts
$3.27M +$241K +2,155 +8%
AF
544
Ally Financial
Michigan
$3.25M
PAMG
545
Patton Albertson Miller Group
Tennessee
$3.23M +$8.16K +73 +0.2%
TSS
546
Thomas Story & Son
Indiana
$3.21M +$17.3K +155 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
547
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.2M +$2.38M +21,331 +261%
NMIMC
548
Northwestern Mutual Investment Management Company
Wisconsin
$3.16M +$234K +2,091 +8%
VCA
549
Verdence Capital Advisors
Maryland
$3.16M +$907K +8,114 +39%
LJHT
550
Laurie J. Hall Trustee
$3.16M -$5.59K -50 -0.2%

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.