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FISV

Fiserv Inc
FISV

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: 66 → 66 (0)

2% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 123

1% less funds holding

Funds holding: 1,340 → 1,324 (-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

Top Buyers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
+$533M
2
Harris Associates
Harris Associates
Illinois
+$467M
3
Dodge & Cox
Dodge & Cox
California
+$283M
4
Franklin Resources
Franklin Resources
California
+$236M
5
Parnassus Investments
Parnassus Investments
California
+$182M

Top Sellers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$495M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$474M
3
FPP
Findlay Park Partners
United Kingdom
-$312M
4
Ameriprise
Ameriprise
Minnesota
-$256M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$211M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
576
Harvey Capital Management
Florida
$2.91M +$3M +26,850 New
SC
577
Scotia Capital
Ontario, Canada
$2.9M +$692K +6,192 +30%
BS
578
Boenning & Scattergood
Pennsylvania
$2.89M – – –
CP
579
Clayton Partners
California
$2.86M +$614K +5,495 +26%
AP
580
Advisor Partners
California
$2.84M +$37.5K +336 +1%
FHB
581
First Hawaiian Bank
Hawaii
$2.81M +$240K +2,151 +9%
PRC
582
Pearl River Capital
Michigan
$2.8M +$721K +6,454 +33%
BA
583
Bridgewater Associates
Connecticut
$2.77M +$2.85M +25,544 New
NED
584
Nancy E. Dempze
$2.74M +$4.47K +40 +0.2%
WMSA
585
Weiss Multi-Strategy Advisers
New York
$2.7M -$13.6M -121,670 -83%
PCA
586
Peddock Capital Advisors
Massachusetts
$2.7M +$2.01K +18 +0.1%
VRM
587
Vectors Research Management
New York
$2.7M +$119K +1,062 +4%
MCM
588
Monarch Capital Management
Indiana
$2.68M +$125K +1,122 +5%
OSNBOA
589
Old Second National Bank of Aurora
Illinois
$2.67M +$6.93K +62 +0.3%
HC
590
HNP Capital
New York
$2.67M +$89K +797 +3%
RAM
591
Redmond Asset Management
Virginia
$2.66M +$116K +1,035 +4%
ECM
592
Evergreen Capital Management
Washington
$2.65M +$37.3K +334 +1%
MYAM
593
Meiji Yasuda Asset Management
Japan
$2.65M +$39.3K +352 +1%
COI
594
Connable Office Inc
Michigan
$2.65M +$2.73M +24,408 New
MC
595
Moors & Cabot
Massachusetts
$2.64M +$450K +4,025 +20%
KC
596
Kingfisher Capital
North Carolina
$2.64M +$78.3K +701 +3%
KA
597
KLCM Advisors
Wisconsin
$2.63M – – –
Rockefeller Capital Management
598
Rockefeller Capital Management
New York
$2.62M -$62K -555 -2%
MM
599
Meridian Management
Arkansas
$2.61M +$2.69M +24,092 New
CRB
600
Chad R. Baker
$2.6M – – –
22 23
24
25 26

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.