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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
AP
676
AtonRa Partners
Switzerland
$1.71M +$280K +2,502 +19%
LC
677
Landaas & Company
Wisconsin
$1.7M -$475K -4,249 -21%
CB
678
Cadence Bank
Mississippi
$1.7M
Fayez Sarofim & Co
679
Fayez Sarofim & Co
Texas
$1.7M
DSC
680
Duncker Streett & Co
Missouri
$1.69M -$426K -3,816 -20%
RF
681
Robbins Farley
New Hampshire
$1.69M +$59.2K +530 +4%
HI
682
Harbour Investments
Wisconsin
$1.69M -$12.8K -115 -0.7%
CIC
683
Cornercap Investment Counsel
Georgia
$1.69M +$519K +4,647 +43%
SPIA
684
Steward Partners Investment Advisory
New York
$1.67M -$83.5K -747 -5%
AI
685
Aperture Investors
New York
$1.65M -$3.47M -31,065 -67%
CQS
686
Credential Qtrade Securities
$1.65M +$146K +1,310 +9%
TFS
687
Thoroughbred Financial Services
Tennessee
$1.64M +$38.4K +344 +2%
KJHP
688
K.J. Harrison & Partners
Ontario, Canada
$1.64M +$1.68M +15,000 New
AIC
689
Ameritas Investment Company
Nebraska
$1.63M +$61.7K +552 +4%
DIA
690
Dean Investment Associates
Ohio
$1.63M -$87.3K -781 -5%
PTC
691
Private Trust Company
Ohio
$1.61M -$47.6K -426 -3%
BCM
692
Birch Capital Management
Texas
$1.6M -$26.3K -235 -2%
JCM
693
Jacobi Capital Management
Pennsylvania
$1.59M +$312K +2,790 +24%
BFA
694
Bragg Financial Advisors
North Carolina
$1.58M +$1.63M +14,576 New
FAIM
695
Financial Advocates Investment Management
Washington
$1.58M +$1.59M +14,226 New
FCM
696
Fairbanks Capital Management
California
$1.57M +$16.6K +149 +1%
IFS
697
Ifrah Financial Services
Arkansas
$1.54M -$1.79K -16 -0.1%
CAN
698
Cetera Advisor Networks
California
$1.54M -$117K -1,044 -7%
OA
699
Oxbow Advisors
Texas
$1.54M +$1.37M +12,274 +644%
MOS
700
MGO One Seven
Ohio
$1.53M +$503K +4,505 +41%

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.