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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
UAM
1151
UAS Asset Management
New York
$217K -$8.38K -75 -4%
BFO
1152
Biltmore Family Office
North Carolina
$217K
CM
1153
Castleark Management
Illinois
$217K
CA
1154
CastleArk Alternatives
Illinois
$217K +$223K +2,000 New
Lido Advisors
1155
Lido Advisors
California
$217K +$224K +2,003 New
CC
1156
Centiva Capital
New York
$216K -$488K -4,369 -69%
WF
1157
WoodTrust Financial
Wisconsin
$216K -$123K -1,100 -36%
PWPS
1158
Pinnacle Wealth Planning Services
Ohio
$214K +$221K +1,975 New
SOAMC
1159
Spirit of America Management Corp
New York
$212K
FFN
1160
Focus Financial Network
Minnesota
$211K
RWA
1161
Ropes Wealth Advisors
Massachusetts
$210K -$21.2K -190 -9%
BJL
1162
Brighton Jones LLC
Washington
$208K +$214K +1,917 New
SDWMA
1163
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K -$12.4K -111 -6%
TSS
1164
Two Sigma Securities
New York
$205K +$211K +1,892 New
AAM
1165
Advisors Asset Management
Colorado
$204K -$3.58K -32 -2%
HW
1166
Hancock Whitney
Mississippi
$204K +$210K +1,879 New
BCFD
1167
Boit C.F. David
$203K +$117K +1,050 +131%
FRM
1168
Fox Run Management
Connecticut
$201K +$207K +1,849 New
VFA
1169
Valeo Financial Advisors
Indiana
$200K +$206K +1,844 New
AIM
1170
Arcadia Investment Management
Michigan
$195K
ODG
1171
O'Dell Group
Ohio
$192K +$198K +1,768 New
SC
1172
Solstein Capital
California
$187K +$131K +1,175 +214%
BAM
1173
Bellevue Asset Management
Washington
$169K
RCM
1174
Regency Capital Management
Hawaii
$169K +$175K +1,562 New
SWA
1175
Sutton Wealth Advisors
Florida
$165K +$559 +5 +0.3%

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.