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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
BAM
551
Belpointe Asset Management
Nevada
$3.15M +$160K +1,436 +5%
ITIM
552
Indiana Trust & Investment Management
Indiana
$3.15M -$417K -3,734 -11%
ATC
553
Argent Trust Co
Tennessee
$3.14M +$123K +1,101 +4%
Thrivent Financial for Lutherans
554
Thrivent Financial for Lutherans
Minnesota
$3.14M -$142K -1,274 -4%
Canada Pension Plan Investment Board
555
Canada Pension Plan Investment Board
Ontario, Canada
$3.14M -$5.14M -46,000 -61%
CHP
556
Castle Hook Partners
New York
$3.14M -$19.1M -171,099 -86%
PI
557
PineBridge Investments
New York
$3.13M -$2.26M -20,214 -41%
CCFCSB
558
Cape Cod Five Cents Savings Bank
Massachusetts
$3.13M +$452K +4,050 +16%
FT
559
Fiduciary Trust
Massachusetts
$3.13M -$65.8K -589 -2%
Wolverine Trading
560
Wolverine Trading
Illinois
$3.08M -$7.97M -71,309 -72%
BWA
561
BDO Wealth Advisors
Florida
$3.08M +$133K +1,191 +4%
TC
562
Telemus Capital
Michigan
$3.08M +$3.17M +28,346 New
SSA
563
Schonfeld Strategic Advisors
New York
$3.08M -$33.2M -297,207 -91%
PMG
564
ProVise Management Group
Florida
$3.05M +$1.27M +11,372 +68%
HT
565
HAP Trading
New York
$3.04M +$3.13M +28,030 New
SLAM
566
Swiss Life Asset Management
$3.04M -$5.56M -49,756 -64%
AWM
567
Avior Wealth Management
Nebraska
$3.01M +$150K +1,345 +5%
Credit Agricole
568
Credit Agricole
France
$3.01M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
569
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.99M +$3.04M +27,200 +7,292%
TCOO
570
Trust Company of Oklahoma
Oklahoma
$2.99M -$26.6K -238 -0.9%
AIIMS
571
Analyst IMS Investment Management Services
Israel
$2.98M +$211K +1,886 +7%
WCA
572
Waratah Capital Advisors
Ontario, Canada
$2.98M +$1.05M +9,382 +52%
MYIA
573
Mount Yale Investment Advisors
Colorado
$2.94M -$423K -3,785 -12%
LS
574
Livforsakringsbolaget Skandia
Sweden
$2.94M +$201K +1,800 +7%
GVAG
575
Great Valley Advisor Group
Delaware
$2.93M +$384K +3,434 +15%

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.