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FISV

Fiserv Inc
FISV

1,297 hedge funds and large institutions have $70.2B invested in Fiserv Inc in 2020 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 537 increasing their positions, 383 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $1.27B | Put options by funds: $488M

147% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 78

40% more repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 383

10% more capital invested

Capital invested by funds: $63.9B → $70.2B (+$6.23B)

8% more funds holding

Funds holding: 1,201 → 1,297 (+96)

4% more funds holding in top 10

Funds holding in top 10: 79 → 82 (+3)

1.44% less ownership

Funds ownership: 92.85% → 91.41% (-1.4%)

Holders
1,297
Holders Change
+96
Holders Change %
+7.99%
% of All Funds
22.95%
Holding in Top 10
82
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.8%
% of All Funds
1.45%
New
193
Increased
537
Reduced
383
Closed
78
Calls
$1.27B
Puts
$488M
Net Calls
+$783M
Net Calls Change
-$675M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$684M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$315M
3
BlackRock
BlackRock
New York
+$192M
4
VAM
Veritas Asset Management
United Kingdom
+$168M
5
FAM
Fred Alger Management
New York
+$152M

Top Sellers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$2.17B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$339M
3
Goldman Sachs
Goldman Sachs
New York
-$292M
4
Barclays
Barclays
United Kingdom
-$272M
5
Holocene Advisors
Holocene Advisors
New York
-$228M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1001
Coldstream Capital Management
Washington
$364K +$73.1K +678 +27%
FA
1002
FDx Advisors
Illinois
$360K +$341K +3,166 New
CIC
1003
Carnegie Investment Counsel
Ohio
$359K +$59.3K +550 +21%
NERM
1004
New England Research & Management
Illinois
$358K – – –
FANJ
1005
Financial Architects (New Jersey)
New Jersey
$358K +$338K +3,140 New
IWP
1006
Insight Wealth Partners
Texas
$357K – – –
Kayne Anderson Rudnick Investment Management
1007
Kayne Anderson Rudnick Investment Management
California
$357K +$42.7K +396 +14%
EWM
1008
Endurance Wealth Management
Rhode Island
$354K – – –
FNFDCM
1009
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$352K – – –
CF
1010
Centaurus Financial
California
$351K +$21.2K +197 +7%
SFO
1011
Standard Family Office
South Dakota
$351K +$332K +3,080 New
FFBTD
1012
First Financial Bank - Trust Division
Ohio
$347K -$60.3K -560 -16%
HFG
1013
Heron Financial Group
New York
$345K – – –
AIM
1014
Arcadia Investment Management
Michigan
$342K -$32.3K -300 -9%
MIH
1015
Meitav Investment House
Israel
$342K – – –
VCP
1016
Vista Capital Partners
Oregon
$342K – – –
CA
1017
Crumly & Associates
Illinois
$337K +$338K +3,141 New
MCM
1018
MAI Capital Management
Ohio
$336K +$318K +2,949 New
YIH
1019
Y-Intercept (HK)
Hong Kong
$334K +$319K +2,956 New
AF
1020
Arrow Financial
New York
$333K – – –
LIM
1021
Leavell Investment Management
Alabama
$332K – – –
WJWM
1022
Williams Jones Wealth Management
New York
$329K – – –
IAN
1023
Integrated Advisors Network
Texas
$326K +$48.4K +449 +19%
FCI
1024
Financial Counselors Inc
Kansas
$326K +$308K +2,861 New
JWM
1025
JGP Wealth Management
Oregon
$324K – – –
39 40
41
42 43

FISV Hedge Fund Activity: Q4 2020 in Review

1,297 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2020, worth a combined $70.2B — up 9.7% from $63.9B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new FISV positions and 78 closed out — a net gain of 115 holders — while 537 added to existing stakes and 383 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $684M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $2.17B.

  • 1,297 institutional investors held Fiserv Inc (FISV) as of Q4 2020, up from 1,201 in Q3 2020.
  • Funds reported $70.2B of Fiserv Inc stock for Q4 2020, up 9.7% quarter-over-quarter.
  • 193 funds opened new Fiserv Inc positions in Q4 2020 and 78 closed out, a net change of +115 holders.
  • The largest Fiserv Inc buyer in Q4 2020 was Dodge & Cox, an estimated $684M added.
  • The largest Fiserv Inc seller in Q4 2020 was Kohlberg Kravis Roberts & Co, an estimated $2.17B sold.

Based on aggregated 13F filings for Q4 2020.