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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
BSW
626
Buckingham Strategic Wealth
Missouri
$2.2M -$119K -1,069 -5%
AIM
627
AMI Investment Management
Indiana
$2.2M -$24.1K -216 -1%
GJIC
628
Gamble Jones Investment Counsel
California
$2.19M -$22.3K -200 -1%
GCC
629
Guardian Capital (Canada)
Ontario, Canada
$2.18M +$61.5K +550 +3%
UM
630
Ulysses Management
New York
$2.17M +$559K +5,000 +33%
PCM
631
Palouse Capital Management
Washington
$2.17M -$41.8K -374 -2%
DIA
632
Dana Investment Advisors
Wisconsin
$2.16M +$1.98M +17,693 +799%
CCM
633
Community Capital Management
Florida
$2.15M
TF
634
TIAA FSB
Florida
$2.13M +$80.6K +721 +4%
VIA
635
Vident Investment Advisory
Georgia
$2.13M +$269K +2,412 +14%
PAM
636
Panagora Asset Management
Massachusetts
$2.12M +$3.91K +35 +0.2%
AAS
637
Annex Advisory Services
Wisconsin
$2.11M -$37.1K -332 -2%
AIA
638
AGF Investments America
Ontario, Canada
$2.1M +$1.48M +13,235 +216%
AIM
639
Achmea Investment Management
Netherlands
$2.09M +$118K +1,059 +6%
CAL
640
Capital Analysts LLC
Pennsylvania
$2.09M +$184K +1,644 +9%
SWM
641
Spire Wealth Management
Virginia
$2.08M -$16.9K -151 -0.8%
VAS
642
Vestmark Advisory Solutions
Massachusetts
$2.08M +$270K +2,415 +14%
CT
643
Coastline Trust
Rhode Island
$2.06M -$29.6K -265 -1%
VanEck Associates
644
VanEck Associates
New York
$2.06M +$164K +1,465 +8%
JCM
645
Jacobsen Capital Management
Utah
$2.06M +$55K +492 +3%
ECM
646
EagleClaw Capital Management
Massachusetts
$2.06M +$2.11M +18,910 New
CSPAM
647
Cary Street Partners Asset Management
Virginia
$2.04M -$11.8K -106 -0.6%
ECM
648
Everence Capital Management
Indiana
$2.02M
CP
649
Cumberland Partners
Ontario, Canada
$2.01M +$112K +1,000 +6%
WGCA
650
Wolf Group Capital Advisors
Virginia
$1.99M +$4.58K +41 +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.