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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
Cerity Partners
701
Cerity Partners
New York
$1.52M -$249K -2,226 -14%
BBL
702
Beck Bode LLC
Massachusetts
$1.52M +$1.56M +14,007 New
HCM
703
Howland Capital Management
Massachusetts
$1.51M
V
704
Veritable
Delaware
$1.51M -$11.3K -101 -0.7%
HB
705
Homrich & Berg
Georgia
$1.51M +$620K +5,547 +67%
AC
706
Allstate Corporation
Illinois
$1.5M -$188K -1,686 -11%
SFI
707
Siemens Fonds Invest
Germany
$1.5M -$6.82K -61 -0.4%
IMRF
708
Illinois Municipal Retirement Fund
Illinois
$1.5M
LSA
709
Leonteq Securities AG
Switzerland
$1.49M -$776K -6,942 -34%
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$1.47M +$129K +1,158 +9%
BMSSC
711
B. Metzler seel. Sohn & Co
Germany
$1.47M -$15.6K -140 -1%
MBT
712
Montecito Bank & Trust
California
$1.43M +$3.24K +29 +0.2%
RIM
713
Redpoint Investment Management
Australia
$1.42M -$25.3K -226 -2%
WA
714
WESPAC Advisors
California
$1.41M +$812K +7,264 +127%
EFM
715
E Fund Management
China
$1.39M +$1.43M +12,764 New
LAIC
716
Lederer & Associates Investment Counsel
California
$1.38M -$4.47K -40 -0.3%
BNP Paribas Asset Management
717
BNP Paribas Asset Management
France
$1.38M -$96.2K -861 -6%
NDSI
718
Newman Dignan & Sheerar Inc
Rhode Island
$1.37M +$130K +1,166 +10%
BCV
719
Banque Cantonale Vaudoise
Switzerland
$1.37M +$190K +1,700 +16%
Cetera Investment Advisers
720
Cetera Investment Advisers
Illinois
$1.35M -$321K -2,871 -19%
CA
721
Callahan Advisors
Texas
$1.35M -$126K -1,125 -8%
PCA
722
Private Capital Advisors
Connecticut
$1.33M
GIP
723
Granite Investment Partners
California
$1.33M +$4.69K +42 +0.3%
BWAM
724
Boyd Watterson Asset Management
Ohio
$1.32M +$643K +5,759 +90%
BOC
725
Barbara Oil Co
Illinois
$1.3M

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.