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FISV

Fiserv Inc

1,333 hedge funds and large institutions have $73.5B invested in Fiserv Inc in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 583 increasing their positions, 434 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $653M | Put options by funds: $434M

41% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 107

34% more repeat investments, than reductions

Existing positions increased: 583 | Existing positions reduced: 434

3% more funds holding

Funds holding: 1,2971,333 (+36)

5% more capital invested

Capital invested by funds: $70.2B → $73.5B (+$3.35B)

0.98% more ownership

Funds ownership: 91.41%92.39% (+0.98%)

1% less funds holding in top 10

Funds holding in top 10: 8281 (-1)

Holders
1,333
Holders Change
+36
Holders Change %
+2.78%
% of All Funds
23.4%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.42%
New
151
Increased
583
Reduced
434
Closed
107
Calls
$653M
Puts
$434M
Net Calls
+$219M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1151
Telemus Capital
Michigan
$224K +$209K +1,819 New
MOS
1152
MGO One Seven
Ohio
$224K +$216K +1,884 New
HIP
1153
HUB Investment Partners
Texas
$223K +$215K +1,870 New
ONB
1154
Old National Bancorp
Indiana
$222K -$459 -4 -0.2%
SMC
1155
Smith, Moore & Co
Missouri
$222K
CA
1156
Claro Advisors
Massachusetts
$222K +$11K +96 +5%
SSB
1157
Sandy Spring Bank
Maryland
$219K -$32.8K -286 -13%
CS
1158
Comerica Securities
Michigan
$219K +$2.75K +24 +1%
EI
1159
Ellevest Inc
New York
$218K -$5.39K -47 -3%
BWM
1160
Baystate Wealth Management
Massachusetts
$217K -$116K -1,014 -36%
SAM
1161
Silvercrest Asset Management
New York
$216K -$235K -2,046 -53%
CIAS
1162
Capital Investment Advisory Services
North Carolina
$215K -$574 -5 -0.3%
DC
1163
Derby & Company
Massachusetts
$214K
AAM
1164
Advisors Asset Management
Colorado
$214K +$206K +1,798 New
ICM
1165
Infini Capital Management
Hong Kong
$211K +$210K +1,830 New
IMF
1166
Infini Master Fund
Hong Kong
$211K +$210K +1,830 New
WA1
1167
Wimmer Associates 1
California
$210K +$202K +1,760 New
PCM
1168
Penserra Capital Management
California
$207K +$51.2K +446 +34%
HCM
1169
Hengehold Capital Management
Ohio
$207K +$199K +1,736 New
MW
1170
Marcum Wealth
Ohio
$207K +$199K +1,737 New
IWA
1171
IVC Wealth Advisors
Pennsylvania
$207K +$200K +1,740 New
WG
1172
Welch Group
Alabama
$206K -$31.2K -272 -14%
MPW
1173
Monterey Private Wealth
California
$202K +$184K +1,600 New
Two Sigma Investments
1174
Two Sigma Investments
New York
$202K +$195K +1,695 New
BWG
1175
Beta Wealth Group
California
$202K +$195K +1,700 New

FISV Hedge Fund Activity: Q1 2021 in Review

1,333 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2021, worth a combined $73.5B — up 4.8% from $70.2B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new FISV positions and 107 closed out — a net gain of 44 holders — while 583 added to existing stakes and 434 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $924M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $990M sold.

  • 1,333 institutional investors held Fiserv Inc (FISV) as of Q1 2021, up from 1,297 in Q4 2020.
  • Funds reported $73.5B of Fiserv Inc stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 151 funds opened new Fiserv Inc positions in Q1 2021 and 107 closed out, a net change of +44 holders.
  • The largest Fiserv Inc buyer in Q1 2021 was Dodge & Cox, an estimated $924M added.
  • The largest Fiserv Inc seller in Q1 2021 was Melvin Capital Management, an estimated $990M sold.

Based on aggregated 13F filings for Q1 2021.