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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
5L
951
55I LLC
Massachusetts
$502K +$517K +4,625 New
WA
952
Wambolt & Associates
Colorado
$500K -$75.8K -678 -13%
CIA
953
Citadel Investment Advisory
Ohio
$497K
OL
954
Optas LLC
Texas
$497K +$4.8K +43 +0.9%
TA
955
Tectonic Advisors
Texas
$495K -$2.14M -19,183 -81%
BU
956
BBVA USA
Alabama
$493K -$91.8K -822 -15%
SCA
957
STALEY CAPITAL ADVISERS
Pennsylvania
$493K
MA
958
Mutual Advisors
Nebraska
$493K +$6.93K +62 +1%
BCWM
959
Bartlett & Co Wealth Management
Ohio
$488K -$140K -1,256 -22%
BC
960
Bartlett & Co
Ohio
$488K -$140K -1,256 -22%
PCA
961
Personal Capital Advisors
California
$488K +$61.9K +554 +14%
IAA
962
Ironsides Asset Advisors
North Carolina
$486K +$58.7K +525 +13%
CAAS
963
Capital Asset Advisory Services
Michigan
$486K +$500K +4,475 New
KA
964
Kintegral Advisory
New York
$483K
Fiera Capital (Canada)
965
Fiera Capital (Canada)
Quebec, Canada
$482K
H
966
HoyleCohen
California
$482K
UAML
967
US Asset Management LLC
Pennsylvania
$482K +$497K +4,447 New
FFG
968
Fortem Financial Group
California
$478K -$194K -1,737 -28%
CIA
969
Capital Investment Advisors
Georgia
$478K +$10.1K +90 +2%
MAM
970
Meeder Asset Management
Ohio
$477K -$45.3K -405 -8%
TIA
971
Tiemann Investment Advisors
California
$477K -$5.59K -50 -1%
KWA
972
KCS Wealth Advisory
California
$475K
CCA
973
Checchi Capital Advisers
California
$472K +$6.59K +59 +1%
NAM
974
NorthCoast Asset Management
Connecticut
$467K -$12.7M -113,706 -96%
CNBTD
975
Citizens National Bank Trust Department
Mississippi
$467K

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.