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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
MWC
1026
MBM Wealth Consultants
Missouri
$364K +$375K +3,356 New
FC
1027
Forte Capital
New York
$358K -$24K -215 -6%
EI
1028
Ellevest Inc
New York
$358K +$98.7K +883 +36%
EP
1029
EPIQ Partners
Minnesota
$356K
GTCM
1030
Gyon Technologies Capital Management
New Jersey
$356K +$367K +3,284 New
AIM
1031
Axiom Investment Management
New York
$354K +$363K +3,251 New
PAS
1032
Park Avenue Securities
New York
$353K -$297K -2,660 -45%
SSB
1033
Sandy Spring Bank
Maryland
$349K
EFS
1034
Essex Financial Services
Connecticut
$349K +$22.6K +202 +7%
EN1L
1035
Engine No 1 LLC
California
$349K +$146K +1,308 +69%
GRP
1036
Global Retirement Partners
California
$348K +$5.03K +45 +1%
MAM
1037
Marotta Asset Management
Virginia
$347K
AMM
1038
American Money Management
California
$347K +$358K +3,200 New
PTC
1039
Provident Trust Company
Wisconsin
$345K
WGAM
1040
Wilkinson Global Asset Management
New York
$344K -$19.6M -175,874 -98%
EFL
1041
ERn Financial LLC
Wisconsin
$341K +$351K +3,146 New
SFA
1042
Semmax Financial Advisors
North Carolina
$338K -$35.6K -319 -9%
EWM
1043
Endurance Wealth Management
Rhode Island
$337K
FNFDCM
1044
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$335K
CC
1045
Copperleaf Capital
North Carolina
$335K +$11.7K +105 +4%
QCM
1046
Quest Capital Management
Texas
$333K +$1.01K +9 +0.3%
AA
1047
Addison Advisors
Vermont
$332K
BCA
1048
Berman Capital Advisors
Georgia
$332K +$95.5K +855 +39%
KPWS
1049
Kestra Private Wealth Services
Texas
$331K +$30.1K +269 +10%
HFG
1050
Heron Financial Group
New York
$325K

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.