Fiserv Inc
FISV
1,340 hedge funds and large institutions have $64.4B invested in Fiserv Inc in 2021 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 568 increasing their positions, 430 reducing their positions, and 112 closing their positions.
60% more call options, than puts
Call options by funds: $661M | Put options by funds: $413M
32% more repeat investments, than reductions
Existing positions increased: 568 | Existing positions reduced: 430
21% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 112
1% more funds holding
Funds holding: 1,333 → 1,340 (+7)
2.06% less ownership
Funds ownership: 92.39% → 90.33% (-2.1%)
12% less capital invested
Capital invested by funds: $73.5B → $64.4B (-$9.17B)
19% less funds holding in top 10
Funds holding in top 10: 81 → 66 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$1,000M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
+$616M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$445M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$284M |
| 5 |
BlackRock
New York
|
+$252M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$2.67B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$914M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$765M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$445M |
| 5 |
CG
Carmignac Gestion
Paris,
France
|
-$256M |
FISV Hedge Fund Activity: Q2 2021 in Review
1,340 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2021, worth a combined $64.4B — down 12% from $73.5B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new FISV positions and 112 closed out — a net gain of 23 holders — while 568 added to existing stakes and 430 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $1,000M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $2.67B.
- 1,340 institutional investors held Fiserv Inc (FISV) as of Q2 2021, up from 1,333 in Q1 2021.
- Funds reported $64.4B of Fiserv Inc stock for Q2 2021, down 12% quarter-over-quarter.
- 135 funds opened new Fiserv Inc positions in Q2 2021 and 112 closed out, a net change of +23 holders.
- The largest Fiserv Inc buyer in Q2 2021 was Dodge & Cox, an estimated $1,000M added.
- The largest Fiserv Inc seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $2.67B sold.
Based on aggregated 13F filings for Q2 2021.