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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
EWM
1001
Empirical Wealth Management
Washington
$428K -$6.48K -58 -1%
HI
1002
Horizon Investments
North Carolina
$428K +$36.5K +327 +9%
MFS
1003
Madrona Financial Services
Washington
$423K
CIC
1004
Carnegie Investment Counsel
Ohio
$422K +$65.5K +586 +18%
WPW
1005
Waldron Private Wealth
Pennsylvania
$422K +$153K +1,373 +54%
MGIA
1006
Moneta Group Investment Advisors
Missouri
$418K -$87.9K -787 -17%
TPWA
1007
TRUE Private Wealth Advisors
Oregon
$416K +$7.93K +71 +2%
SS
1008
Simplicity Solutions
Minnesota
$416K +$115K +1,033 +37%
QCG
1009
Quadrant Capital Group
Ohio
$414K +$60K +537 +16%
PAM
1010
Paradigm Asset Management
New York
$412K -$55.9K -500 -12%
BFM
1011
Boston Financial Management
Massachusetts
$409K
ZCA
1012
Zeke Capital Advisors
Pennsylvania
$409K +$209K +1,872 +98%
YIA
1013
YHB Investment Advisors
Connecticut
$398K -$184K -1,649 -31%
BP
1014
Ballentine Partners
Massachusetts
$398K -$3.8K -34 -0.9%
ACP
1015
Arcus Capital Partners
Georgia
$398K +$49K +439 +14%
AI
1016
AXS Investments
New York
$398K +$410K +3,666 New
KA
1017
Kovack Advisors
Florida
$396K +$60.7K +543 +17%
GIA
1018
Gateway Investment Advisers
Ohio
$393K -$14K -125 -3%
OPS
1019
Orion Portfolio Solutions
Nebraska
$393K +$63.1K +565 +18%
BFG
1020
Beacon Financial Group
Texas
$386K +$390K +3,492 New
SBH
1021
Segall Bryant & Hamill
Illinois
$380K +$4.47K +40 +1%
PP
1022
Pegasus Partners
Wisconsin
$373K
BOH
1023
Bank of Hawaii
Hawaii
$369K -$1.62M -14,464 -81%
SWP
1024
Strategic Wealth Partners
Ohio
$369K +$2.23K +20 +0.6%
PK
1025
Pflug Koory
Nebraska
$365K -$89.4K -800 -19%

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.