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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
LCS
926
Levin Capital Strategies
New York
$564K
BFO
927
Boston Family Office
Massachusetts
$558K
SEIA
928
Signature Estate & Investment Advisors
California
$557K -$90.8K -813 -14%
JMFC
929
J.M. Forbes & Co
Massachusetts
$556K
EP
930
Edgestream Partners
New Jersey
$546K -$4.39M -39,253 -89%
AC
931
Alexandria Capital
Virginia
$543K
EIP
932
Ellis Investment Partners
Pennsylvania
$540K -$11.2K -100 -2%
IP
933
Intellectus Partners
California
$538K +$152K +1,362 +38%
EIA
934
Edgemoor Investment Advisors
Maryland
$536K -$44.7K -400 -7%
First Manhattan
935
First Manhattan
New York
$535K +$101K +900 +22%
Jones Financial Companies
936
Jones Financial Companies
Missouri
$533K -$894 -8 -0.2%
SPI
937
Santori & Peters Inc
Pennsylvania
$532K
RBA
938
Richard Bernstein Advisors
New York
$529K
VIM
939
Vista Investment Management
Pennsylvania
$529K +$184K +1,645 +51%
ETC
940
Exchange Traded Concepts
Oklahoma
$525K +$79.9K +715 +17%
PCMC
941
Paragon Capital Management (Colorado)
Colorado
$521K +$179K +1,600 +50%
CCM
942
Condor Capital Management
New Jersey
$520K +$26.4K +236 +5%
PG
943
Pendal Group
Australia
$517K -$72K -644 -12%
AIM
944
Allen Investment Management
New York
$513K -$34.2K -306 -6%
CT
945
Caldwell Trust
Florida
$513K
DJSG
946
D.J. St. Germain
Massachusetts
$512K +$447 +4 +0.1%
HH
947
Hilltop Holdings
Texas
$510K -$112K -1,005 -18%
CTC
948
Central Trust Company
Missouri
$506K -$90.8K -813 -15%
1SB
949
1ST Source Bank
Indiana
$506K +$62K +555 +14%
BRWM
950
B. Riley Wealth Management
Tennessee
$503K +$518K +4,635 New

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.