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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
FBA
651
Front Barnett Associates
Illinois
$1.99M
CI
652
Cigna Investments
Connecticut
$1.98M -$39.1K -350 -2%
CBN
653
Cadence Bank NA
Texas
$1.93M +$4.02K +36 +0.2%
HT
654
Heritage Trust
Oklahoma
$1.93M +$433K +3,873 +28%
NIG
655
NFJ Investment Group
Texas
$1.91M -$29.7K -266 -1%
CT
656
Chicago Trust
Illinois
$1.89M +$79.2K +709 +4%
HR
657
Howe & Rusling
New York
$1.87M +$40.4K +362 +2%
PFA
658
Peak Financial Advisors
Colorado
$1.86M +$29.3K +262 +2%
ODCM
659
Old Dominion Capital Management
Virginia
$1.86M +$1.91M +17,131 New
JGGDR
660
JGP Global Gestao de Recursos
Brazil
$1.84M +$1.9M +17,000 New
SFG
661
Summit Financial Group
West Virginia
$1.84M
ADMI
662
Albert D. Mason Inc
Massachusetts
$1.84M +$6.59K +59 +0.3%
IRF
663
IBM Retirement Fund
New York
$1.83M +$5.59K +50 +0.3%
MIAS
664
Mason Investment Advisory Services
Virginia
$1.82M
IC
665
IEQ Capital
California
$1.77M +$651K +5,823 +56%
PA
666
Pinnacle Associates
New York
$1.76M +$133K +1,192 +8%
BAAM
667
Baker Avenue Asset Management
California
$1.74M -$5.03K -45 -0.3%
BCM
668
Beck Capital Management
Texas
$1.74M +$1.79M +16,051 New
NSIM
669
North Star Investment Management
Illinois
$1.74M
Wealthfront Advisers
670
Wealthfront Advisers
California
$1.73M +$136K +1,216 +8%
PAM
671
Palisade Asset Management
Minnesota
$1.73M
RJT
672
Raymond James Trust
Florida
$1.73M +$37.9K +339 +2%
KRSITF
673
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.72M +$38.8K +347 +2%
FCM
674
FJ Capital Management
Virginia
$1.72M -$335K -3,000 -16%
NHC
675
Nicholas Hoffman & Company
Georgia
$1.72M

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.