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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
IIM
851
Intact Investment Management
Quebec, Canada
$787K -$385K -3,450 -32%
SIM
852
Sadoff Investment Management
Wisconsin
$783K -$5.59K -50 -0.7%
MCM
853
Manchester Capital Management
Vermont
$782K -$4.36K -39 -0.5%
V
854
VeraBank
Texas
$774K
TAM
855
Townsend Asset Management
North Carolina
$769K -$101K -900 -11%
EF
856
Empirical Finance
Pennsylvania
$768K +$53.7K +481 +7%
WT
857
Whittier Trust
California
$762K +$1.79K +16 +0.2%
WB
858
WesBanco Bank
West Virginia
$760K -$9.61K -86 -1%
SBIA
859
Sheaff Brock Investment Advisors
Indiana
$757K -$670 -6 -0.1%
OC
860
Oppenheimer & Co
New York
$757K +$110K +985 +16%
FL
861
Fort LP
Maryland
$757K +$279K +2,498 +56%
BOM
862
Bank of Marin
California
$753K +$94.6K +847 +14%
BOS
863
Bank of Stockton
California
$751K -$10.3K -92 -1%
MWM
864
Mission Wealth Management
California
$748K +$1.79K +16 +0.2%
BBNA
865
Bremer Bank National Association
Minnesota
$745K +$767K +6,867 New
AAM
866
Aureus Asset Management
Massachusetts
$741K
CAC
867
Certified Advisory Corp
Florida
$740K -$3.24K -29 -0.4%
ANRIA
868
American National Registered Investment Advisor
Texas
$738K -$2.12K -19 -0.3%
AL
869
ACAS LLC
California
$738K
NICM
870
Neo Ivy Capital Management
New York
$735K +$259K +2,317 +44%
OFS
871
Orrstown Financial Services
Pennsylvania
$732K -$19.2K -172 -2%
FCM
872
Fortis Capital Management
Washington
$726K +$161K +1,438 +27%
OWP
873
Obermeyer Wealth Partners
Colorado
$718K
F
874
F3Logic
Minnesota
$713K +$713K +6,380 New
AIC
875
Argus Investors Counsel
New York
$708K +$63K +564 +9%

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.