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FISV

Fiserv Inc
FISV

1,333 hedge funds and large institutions have $73.5B invested in Fiserv Inc in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 583 increasing their positions, 434 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $653M | Put options by funds: $434M

41% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 107

34% more repeat investments, than reductions

Existing positions increased: 583 | Existing positions reduced: 434

3% more funds holding

Funds holding: 1,297 → 1,333 (+36)

5% more capital invested

Capital invested by funds: $70.2B → $73.5B (+$3.35B)

0.98% more ownership

Funds ownership: 91.41% → 92.39% (+0.98%)

1% less funds holding in top 10

Funds holding in top 10: 82 → 81 (-1)

Holders
1,333
Holders Change
+36
Holders Change %
+2.78%
% of All Funds
23.4%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.42%
New
151
Increased
583
Reduced
434
Closed
107
Calls
$653M
Puts
$434M
Net Calls
+$219M
Net Calls Change
-$564M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$924M
2
Harris Associates
Harris Associates
Illinois
+$811M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$445M
4
CWG
C WorldWide Group
Denmark
+$374M
5
Barclays
Barclays
United Kingdom
+$191M

Top Sellers

Rank Fund Capital Flow
1
MCM
Melvin Capital Management
New York
-$990M
2
DZ Bank
DZ Bank
Germany
-$349M
3
MC
Maplelane Capital
New York
-$261M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
Goldman Sachs
Goldman Sachs
New York
-$183M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
551
Selway Asset Management
$3.12M +$3.01M +26,205 New
NMIMC
552
Northwestern Mutual Investment Management Company
Wisconsin
$3.11M -$626K -5,456 -17%
ATPW
553
Ashton Thomas Private Wealth
Arizona
$3.1M -$51.4K -448 -2%
CIBC World Market
554
CIBC World Market
Ontario, Canada
$3.09M +$324K +2,821 +12%
BWA
555
BDO Wealth Advisors
Florida
$3.08M -$19.9K -173 -0.7%
BCM
556
Bayesian Capital Management
New York
$3.06M +$1.26M +11,000 +75%
AAS
557
Annex Advisory Services
Wisconsin
$3.06M +$93.3K +813 +3%
NED
558
Nancy E. Dempze
$3.03M +$25.9K +226 +0.9%
AWMT
559
AAFMAA Wealth Management & Trust
North Carolina
$3.03M -$2.1M -18,304 -42%
GI
560
GAMCO Investors
Connecticut
$3.02M -$28.2K -246 -1%
SEC
561
Seven Eight Capital
New York
$3.02M – – –
WANY
562
Wealthspire Advisors (New York)
New York
$2.98M +$183K +1,595 +7%
TCM
563
Taal Capital Management
Massachusetts
$2.98M +$2.87M +25,000 New
FT
564
Fiduciary Trust
Massachusetts
$2.97M -$12.3K -107 -0.4%
TFA
565
Trinity Financial Advisors
Ohio
$2.93M +$268K +2,339 +10%
PCA
566
Peddock Capital Advisors
Massachusetts
$2.92M +$19.2K +167 +0.7%
OSNBOA
567
Old Second National Bank of Aurora
Illinois
$2.92M +$2.87K +25 +0.1%
AC
568
Apogem Capital
New York
$2.88M -$740K -6,451 -21%
BAMF
569
BI Asset Management Fondsmaeglerselskab
Denmark
$2.86M +$1.05M +9,156 +62%
AF
570
Ally Financial
Michigan
$2.86M +$2.75M +24,000 New
SI
571
Stephens Inc
Arkansas
$2.85M +$2.05M +17,873 +293%
ECM
572
Evergreen Capital Management
Washington
$2.84M +$162K +1,408 +6%
KA
573
KLCM Advisors
Wisconsin
$2.83M -$31.7K -276 -1%
MYAM
574
Meiji Yasuda Asset Management
Japan
$2.81M +$301K +2,620 +12%
SDIC
575
South Dakota Investment Council
South Dakota
$2.81M +$162K +1,409 +6%
21 22
23
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FISV Hedge Fund Activity: Q1 2021 in Review

1,333 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2021, worth a combined $73.5B — up 4.8% from $70.2B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new FISV positions and 107 closed out — a net gain of 44 holders — while 583 added to existing stakes and 434 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $924M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $990M sold.

  • 1,333 institutional investors held Fiserv Inc (FISV) as of Q1 2021, up from 1,297 in Q4 2020.
  • Funds reported $73.5B of Fiserv Inc stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 151 funds opened new Fiserv Inc positions in Q1 2021 and 107 closed out, a net change of +44 holders.
  • The largest Fiserv Inc buyer in Q1 2021 was Dodge & Cox, an estimated $924M added.
  • The largest Fiserv Inc seller in Q1 2021 was Melvin Capital Management, an estimated $990M sold.

Based on aggregated 13F filings for Q1 2021.