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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
VWM
776
Venturi Wealth Management
Texas
$1.06M +$273K +2,443 +33%
OSAM
777
O'Shaughnessy Asset Management
Connecticut
$1.05M +$157K +1,405 +17%
PCM
778
Poehling Capital Management
Wisconsin
$1.05M -$25.3K -226 -2%
XT
779
XTX Topco
Cayman Islands
$1.04M +$456K +4,082 +74%
PDN
780
Pensionfund DSM Netherlands
Netherlands
$1.04M +$1.07M +9,600 New
SW
781
SkyOak Wealth
Michigan
$1.04M -$15.6K -140 -1%
S
782
SimplyRich
California
$1.04M
CA
783
Clearstead Advisors
Ohio
$1.03M -$4.69K -42 -0.4%
JHCP
784
Jackson Hole Capital Partners
Oklahoma
$1.03M +$149K +1,337 +16%
JGUA
785
John G. Ullman & Associates
New York
$1.02M
AI
786
Atom Investors
Texas
$1.02M +$1.05M +9,402 New
AI
787
AdvisorShares Investments
Maryland
$1.02M
KCM
788
Kendall Capital Management
Maryland
$1M +$308K +2,760 +43%
KCM
789
Kathmere Capital Management
Pennsylvania
$1M -$107K -959 -9%
MCA
790
Mercer Capital Advisers
New Jersey
$998K
PFO
791
Pathstone Family Office
New Jersey
$994K +$515K +4,610 +101%
HIA
792
Harbor Investment Advisory
Maryland
$991K -$4.36K -39 -0.4%
SWM
793
Segment Wealth Management
Texas
$985K -$36.9K -330 -4%
PBO
794
Peoples Bank (Ohio)
Ohio
$984K -$15.1K -135 -1%
BMA
795
Brooks Moore & Associates
Tennessee
$982K +$158K +1,410 +18%
NB
796
Nicolet Bankshares
Wisconsin
$978K -$21.9K -196 -2%
SCP
797
Shorepoint Capital Partners
Massachusetts
$969K +$998K +8,931 New
KFI
798
Key Financial Inc
Pennsylvania
$966K
SCI
799
Stableford Capital II
Arizona
$962K -$19.7K -176 -2%
VI
800
Vestcor Inc
New Brunswick, Canada
$960K -$141K -1,264 -13%

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.