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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
ONB
1051
Old National Bancorp
Indiana
$325K +$335K +2,998 New
ACL
1052
Azora Capital LP
Florida
$324K +$334K +2,988 New
SB
1053
Strategic Blueprint
Georgia
$323K -$25.5K -228 -7%
Kayne Anderson Rudnick Investment Management
1054
Kayne Anderson Rudnick Investment Management
California
$319K -$22.1K -198 -6%
OPA
1055
Old Port Advisors
Maine
$317K -$5.36K -48 -2%
CCA
1056
Clearwater Capital Advisors
Illinois
$317K
Financial Engines Advisors
1057
Financial Engines Advisors
California
$316K +$23.7K +212 +8%
JWM
1058
JGP Wealth Management
Oregon
$313K
WJWM
1059
Williams Jones Wealth Management
New York
$311K
NIMI
1060
Natixis Investment Managers International
France
$310K -$19.2K -172 -6%
ISL
1061
Ingalls & Snyder LLC
New York
$310K -$13.5K -121 -4%
CCM
1062
Coldstream Capital Management
Washington
$308K -$26.1K -234 -7%
S
1063
Seeyond
France
$307K -$569K -5,097 -64%
AAS
1064
Avantax Advisory Services
Texas
$307K +$11.5K +103 +4%
FA
1065
FDx Advisors
Illinois
$306K +$315K +2,819 New
PWS
1066
Peloton Wealth Strategists
Indiana
$303K -$112K -1,000 -26%
CFS
1067
CRA Financial Services
New Jersey
$303K
PSP
1068
Principal Street Partners
Tennessee
$302K +$44K +394 +16%
WTC
1069
WhitTier Trust Company
Nevada
$299K +$559 +5 +0.2%
SAM
1070
Silphium Asset Management
United Kingdom
$298K +$83.8K +750 +38%
B
1071
Barings
North Carolina
$297K -$429K -3,838 -58%
PFGIA
1072
Patriot Financial Group Insurance Agency
Massachusetts
$297K +$14.9K +133 +5%
CFGS
1073
Concourse Financial Group Securities
Alabama
$294K +$4.25K +38 +1%
MA
1074
MONECO Advisors
Connecticut
$294K +$29.7K +266 +11%
BWP
1075
BSW Wealth Partners
Colorado
$293K +$302K +2,705 New

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.