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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
PM
726
Precept Management
Texas
$1.3M +$1.34M +12,000 New
LWM
727
Lionsbridge Wealth Management
Florida
$1.29M -$10.1K -90 -0.7%
VPIM
728
Vanguard Personalized Indexing Management
California
$1.29M +$757K +6,778 +132%
GCMG
729
Gyroscope Capital Management Group
Florida
$1.28M +$115K +1,031 +10%
IBOK
730
Independence Bank of Kentucky
Kentucky
$1.27M +$259K +2,315 +25%
WAM
731
World Asset Management
Michigan
$1.27M -$142K -1,274 -10%
BWM
732
BerganKDV Wealth Management
Minnesota
$1.27M +$162K +1,449 +14%
PVH
733
Psagot Value Holdings
Israel
$1.26M +$129K +1,151 +11%
Squarepoint
734
Squarepoint
New York
$1.26M -$31.3M -279,776 -96%
S
735
SignatureFD
Georgia
$1.26M -$75.9K -679 -6%
AIC
736
Aurora Investment Counsel
Georgia
$1.24M -$10.2K -91 -0.8%
MCM
737
Mitchell Capital Management
Kansas
$1.22M -$14.6K -131 -1%
NWM
738
Nicola Wealth Management
British Columbia, Canada
$1.22M
CSPIA
739
Cary Street Partners Investment Advisory
Virginia
$1.22M -$88.4K -791 -7%
Brown Advisory
740
Brown Advisory
Maryland
$1.21M -$68.6K -614 -5%
TI
741
Tidal Investments
Wisconsin
$1.21M +$264K +2,361 +27%
GP
742
Girard Partners
Pennsylvania
$1.21M +$719K +6,432 +137%
BCM
743
Brookstone Capital Management
Illinois
$1.2M -$108K -970 -8%
CCA
744
Column Capital Advisors
Indiana
$1.19M +$11.2K +100 +0.9%
P
745
Pitcairn
Pennsylvania
$1.18M +$569K +5,089 +88%
JFGIW
746
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.18M
BAM
747
Blueshift Asset Management
New Jersey
$1.18M +$341K +3,049 +39%
CHC
748
City Holding Co
West Virginia
$1.17M -$208K -1,863 -15%
CAM
749
Cresset Asset Management
Illinois
$1.16M +$126K +1,124 +12%
Capital Fund Management (CFM)
750
Capital Fund Management (CFM)
France
$1.16M -$3.76M -33,667 -76%

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.