We are live on ! Find out more
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
CAS
601
Cascadia Advisory Services
Oregon
$2.58M -$1.18M -10,545 -31%
EHWM
602
Eads & Heald Wealth Management
Georgia
$2.52M +$63.3K +567 +3%
CAM
603
Close Asset Management
United Kingdom
$2.51M -$1.91M -17,095 -43%
GHAM
604
Gilman Hill Asset Management
Connecticut
$2.48M +$296K +2,645 +13%
EH
605
Equitable Holdings
New York
$2.47M -$119K -1,062 -4%
WS
606
Wedbush Securities
California
$2.44M +$58K +519 +2%
ACM
607
Argyle Capital Management
Pennsylvania
$2.43M +$15.1K +135 +0.6%
FIM
608
Freedom Investment Management
Connecticut
$2.42M +$638K +5,714 +35%
AIP
609
Ameritas Investment Partners
Nebraska
$2.41M -$17.8K -159 -0.7%
EI
610
Ethic Inc
New York
$2.41M +$1.17M +10,514 +90%
HPCM
611
High Pointe Capital Management
Illinois
$2.4M
PCM
612
Pentwater Capital Management
Florida
$2.39M
RIM
613
Regent Investment Management
Kentucky
$2.38M +$76K +680 +3%
WMG
614
WESCAP Management Group
California
$2.37M -$15.3K -137 -0.6%
WANY
615
Wealthspire Advisors (New York)
New York
$2.35M +$332K +2,974 +16%
EIG
616
Ellenbecker Investment Group
Wisconsin
$2.34M -$7.04K -63 -0.3%
FMWA
617
Forvis Mazars Wealth Advisors
Missouri
$2.32M +$178K +1,590 +8%
AA
618
ALPS Advisors
Colorado
$2.32M +$99.2K +888 +4%
CNAM
619
Campbell Newman Asset Management
Wisconsin
$2.31M -$4.13K -37 -0.2%
CCP
620
Corient Capital Partners
California
$2.31M +$725K +6,486 +44%
SDIC
621
South Dakota Investment Council
South Dakota
$2.29M
TFA
622
Trinity Financial Advisors
Ohio
$2.29M
DY
623
Dowling & Yahnke
California
$2.27M +$177K +1,581 +8%
FCBT
624
First Citizens Bank & Trust
North Carolina
$2.22M -$70.9K -635 -3%
PGFC
625
Peapack-Gladstone Financial Corp
New Jersey
$2.21M +$1.48M +13,206 +183%

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.