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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
FBC
801
Fairfield, Bush & Co
Connecticut
$960K +$102K +915 +12%
KIG
802
Kowal Investment Group
Wisconsin
$957K -$7.49K -67 -0.8%
JIC
803
Johnson Investment Counsel
Ohio
$957K +$74.3K +665 +8%
ACM
804
AlphaCrest Capital Management
New York
$956K -$12.9M -115,432 -93%
KWM
805
Kingsview Wealth Management
Oregon
$934K -$115K -1,030 -11%
CW
806
CreativeOne Wealth
Kansas
$931K +$82.2K +736 +9%
Federated Hermes
807
Federated Hermes
Pennsylvania
$924K +$4.13K +37 +0.4%
TCA
808
Transcend Capital Advisors
New Jersey
$918K +$325K +2,910 +53%
PCH
809
PGIM Custom Harvest
New Jersey
$914K -$70.2K -628 -7%
MCC
810
Malaga Cove Capital
California
$905K
ST
811
Smithfield Trust
Pennsylvania
$905K
TCM
812
Tandem Capital Management
New Jersey
$900K -$432K -3,868 -32%
UB
813
UMB Bank
Missouri
$898K +$2.23K +20 +0.2%
ACS
814
Archford Capital Strategies
Illinois
$898K +$43K +385 +5%
FNT
815
First Nebraska Trust
Nebraska
$893K
SLF
816
Sun Life Financial
Ontario, Canada
$892K +$285K +2,549 +45%
BCM
817
Brown Capital Management
Maryland
$891K -$211K -1,885 -19%
CWM
818
Chesapeake Wealth Management
Virginia
$890K -$140K -1,255 -13%
WT
819
Washington Trust
Rhode Island
$884K +$11.2K +100 +1%
RIA
820
Regal Investment Advisors
Michigan
$882K +$31.5K +282 +4%
IWC
821
Integrated Wealth Concepts
Massachusetts
$879K +$312K +2,790 +52%
MPM
822
Meritage Portfolio Management
Kansas
$878K
GC
823
Grimes & Company
Massachusetts
$876K
CG
824
Caprock Group
Idaho
$875K +$361K +3,230 +67%
FHA
825
Flagship Harbor Advisors
Massachusetts
$868K

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.