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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
LG
826
LaFleur & Godfrey
Michigan
$863K
BCAM
827
Boston Common Asset Management
Massachusetts
$852K
AWM
828
Accurate Wealth Management
Florida
$851K -$152K -1,364 -19%
MPPLM
829
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$851K +$28.6K +256 +3%
NERM
830
New England Research & Management
Illinois
$843K -$822K -7,355 -49%
HSA
831
HBK Sorce Advisory
Pennsylvania
$843K +$13.5K +121 +2%
BCA
832
Bray Capital Advisors
Florida
$831K +$856K +7,658 New
IIC
833
Integrated Investment Consultants
Michigan
$829K +$127K +1,138 +17%
APA
834
American Portfolios Advisors
New York
$827K -$94.6K -847 -10%
SW
835
SVB Wealth
Massachusetts
$826K +$83.1K +744 +11%
SL
836
Stevard LLC
Illinois
$825K
ST
837
Spinnaker Trust
Maine
$824K
SWP
838
Stratos Wealth Partners
Ohio
$822K +$32.7K +293 +4%
IAN
839
Integrated Advisors Network
Texas
$819K +$149K +1,330 +21%
TNA
840
True North Advisors
Texas
$813K
IIA
841
ICW Investment Advisors
Arizona
$811K +$79K +707 +10%
STAS
842
Strong Tower Advisory Services
Minnesota
$809K +$866K +7,753 New
APG
843
Abacus Planning Group
South Carolina
$803K
IIM
844
InTrack Investment Management
Vermont
$802K -$713K -6,383 -45%
AWP
845
Abacus Wealth Partners
California
$798K
USCWA
846
U.S. Capital Wealth Advisors
Texas
$798K +$822K +7,357 New
CPO
847
Cerity Partners OCIO
New York
$795K -$5.36K -48 -0.7%
PM
848
Penbrook Management
New York
$791K -$61.5K -550 -7%
SHGA
849
Sand Hill Global Advisors
California
$791K +$6.59K +59 +0.8%
American Century Companies
850
American Century Companies
Missouri
$790K +$101K +905 +14%

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.