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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
IIM
1076
Ipswich Investment Management
Massachusetts
$292K
RIA
1077
Realta Investment Advisors
Delaware
$292K +$75K +671 +33%
HIP
1078
HUB Investment Partners
Texas
$292K +$91.4K +818 +44%
NB
1079
Northwest Bancshares
Pennsylvania
$291K
HIC
1080
Holderness Investments Company
North Carolina
$291K +$31.8K +285 +12%
MAFM
1081
Mid Atlantic Financial Management
Pennsylvania
$288K -$196K -1,754 -40%
VFA
1082
Voya Financial Advisors
Connecticut
$287K -$11.5K -103 -4%
9WM
1083
9258 Wealth Management
Ohio
$286K +$39K +349 +15%
CF
1084
Centaurus Financial
California
$285K -$22K -197 -7%
OWA
1085
Opal Wealth Advisors
New York
$284K +$26.6K +238 +10%
DLG
1086
Daniel L. Goodwin
$283K
MHC
1087
Meyer Handelman Company
New York
$282K
SC
1088
Steph & Co
Wisconsin
$282K +$259K +2,321 +823%
CCM
1089
Chickasaw Capital Management
Tennessee
$280K
LIM
1090
Leavell Investment Management
Alabama
$280K +$3.69K +33 +1%
CCM
1091
Carlson Capital Management
Minnesota
$278K +$1.56K +14 +0.5%
VC
1092
Veracity Capital
Georgia
$274K -$4.81M -43,049 -94%
CC
1093
Codex Capital
New York
$271K -$22.3K -200 -7%
AF
1094
Arrow Financial
New York
$269K
SC
1095
Sepio Capital
Utah
$267K -$2.89M -25,877 -91%
JCM
1096
Janney Capital Management
Pennsylvania
$265K
EWA
1097
EP Wealth Advisors
California
$265K +$4.36K +39 +2%
PCM
1098
Penserra Capital Management
California
$265K +$22.9K +205 +9%
AWA
1099
Arete Wealth Advisors
Illinois
$264K -$6.14K -55 -2%
BDF
1100
Balasa Dinverno & Foltz
$264K -$5.03K -45 -2%

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.