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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
FWC
876
First Washington Corp
Washington
$705K
AWP
877
Accretive Wealth Partners
New Jersey
$705K +$43.8K +392 +6%
IFWM
878
Institute for Wealth Management
Colorado
$701K -$7.15K -64 -1%
SPC
879
Sigma Planning Corp
Michigan
$697K +$244K +2,186 +52%
CBT
880
CoreFirst Bank & Trust
Kansas
$694K
SFO
881
Stokes Family Office
Louisiana
$692K -$4.36K -39 -0.6%
LI
882
Lafayette Investments
Maryland
$692K
MSAM
883
Moloney Securities Asset Management
Missouri
$691K -$13.4K -120 -2%
CGL
884
Clarius Group LLC
Washington
$688K +$25.8K +231 +4%
HAG
885
HighPoint Advisor Group
Illinois
$685K -$23.2K -208 -3%
PGH
886
Partners Group Holding
Switzerland
$683K +$704K +6,299 New
AC
887
Avestar Capital
New York
$681K -$101K -900 -13%
CI
888
Conning Inc
Connecticut
$681K -$55.9K -500 -7%
SFP
889
Shepherd Financial Partners
Massachusetts
$674K -$1.25M -11,148 -64%
EAM
890
Eukles Asset Management
Ohio
$672K +$95.6K +856 +16%
IAA
891
Independent Advisor Alliance
North Carolina
$671K +$15.2K +136 +2%
RCAG
892
Rehmann Capital Advisory Group
Michigan
$668K +$50.2K +449 +8%
AG
893
AlphaSimPlex Group
Massachusetts
$666K +$686K +6,137 New
Assenagon Asset Management
894
Assenagon Asset Management
Luxembourg
$661K -$796K -7,122 -54%
Bessemer Group
895
Bessemer Group
New Jersey
$661K -$241K -2,158 -26%
MFG
896
Monte Financial Group
Connecticut
$658K +$63.2K +566 +10%
BFM
897
Boothbay Fund Management
New York
$653K -$68.5K -613 -9%
KeyBank National Association
898
KeyBank National Association
Ohio
$651K -$98.3K -880 -13%
CCG
899
Ceeto Capital Group
Florida
$651K +$670K +6,000 New
TMAM
900
Tokio Marine Asset Management
Japan
$648K +$93.2K +834 +16%

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.