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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
FCI
976
Financial Counselors Inc
Kansas
$466K +$480K +4,298 New
FNBTCON
977
First National Bank & Trust Co of Newtown
Pennsylvania
$464K
BCA
978
Bay Colony Advisors
Massachusetts
$463K -$50.2K -449 -10%
SSWM
979
Sheets Smith Wealth Management
North Carolina
$460K -$122K -1,090 -20%
MWM
980
Minot Wealth Management
Massachusetts
$460K -$8.6K -77 -2%
FNT
981
First National Trust
Pennsylvania
$459K +$257K +2,302 +119%
CNC
982
Canandaigua National Corp
New York
$457K -$913K -8,170 -66%
MLL
983
Moody Lynn & Lieberson
Massachusetts
$455K
SP
984
Symmetry Partners
Connecticut
$455K
JAFL
985
Jay A. Fishman Ltd
Michigan
$454K
HTC
986
Haverford Trust Company
Pennsylvania
$452K
GD
987
Grandfield & Dodd
New York
$450K
Los Angeles Capital Management
988
Los Angeles Capital Management
California
$449K -$887K -7,936 -66%
WP
989
WMS Partners
Maryland
$443K -$11.7K -105 -3%
BPA
990
Beacon Pointe Advisors
California
$440K -$37.5K -336 -8%
IC
991
Intersect Capital
California
$440K +$3.02K +27 +0.7%
AG
992
AIA Group
Hong Kong
$437K +$450K +4,031 New
NA
993
NewEdge Advisors
Louisiana
$435K -$859K -7,690 -66%
PWP
994
Principle Wealth Partners
Connecticut
$435K
VCP
995
Vista Capital Partners
Oregon
$435K
RC
996
RBF Capital
California
$434K
WA
997
WestEnd Advisors
North Carolina
$434K
MMG
998
Monetary Management Group
Missouri
$434K +$447K +4,000 New
GW
999
GW & Wade
Massachusetts
$433K +$22.7K +203 +5%
PJSIMP
1000
P.J. Schmidt Investment Management (PJS)
Wisconsin
$428K -$55.9K -500 -11%

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.