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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
AAP
1176
Arax Advisory Partners
Colorado
$165K +$39.2K +351 +30%
CSS
1177
Cubist Systematic Strategies
Connecticut
$156K -$27.2M -243,864 -99%
JFA
1178
JNBA Financial Advisors
Minnesota
$153K +$32.6K +292 +26%
SBL
1179
Sargent Bickham Lagudis
Colorado
$152K
CI
1180
CX Institutional
Indiana
$152K +$36.4K +326 +30%
OIA
1181
Optimum Investment Advisors
Illinois
$150K +$48K +430 +45%
AIC
1182
Ayalon Insurance Company
Israel
$148K
BWM
1183
Baystate Wealth Management
Massachusetts
$147K -$19.1K -171 -11%
IAIM
1184
International Assets Investment Management
Florida
$140K -$968K -8,660 -29%
1IA
1185
1834 Investment Advisors
Wisconsin
$138K -$11.2K -100 -7%
HIIFS
1186
Harel Insurance Investments & Financial Services
Israel
$134K -$366K -3,272 -73%
TWA
1187
TCI Wealth Advisors
Arizona
$129K +$335 +3 +0.3%
CWP
1188
Concord Wealth Partners
Virginia
$127K -$12.1K -108 -8%
EBA
1189
Eagle Bay Advisors
New York
$123K +$29.2K +261 +30%
WOSD
1190
WFA of San Diego
California
$123K +$126K +1,130 New
CFG
1191
CKW Financial Group
Hawaii
$121K
GTAM
1192
Global Trust Asset Management
Florida
$118K -$29.6K -265 -20%
IFAM
1193
Institutional & Family Asset Management
Colorado
$117K
AF
1194
Allworth Financial
California
$116K +$6.59K +59 +6%
AP
1195
Atwood & Palmer
Missouri
$109K
CLOS
1196
Compagnie Lombard Odier SCmA
Switzerland
$109K
FGAM
1197
Financial Gravity Asset Management
Texas
$109K
KPCM
1198
Kings Point Capital Management
New York
$109K
NFG
1199
Next Financial Group
Texas
$106K -$135K -1,204 -55%
GWSG
1200
GPS Wealth Strategies Group
Colorado
$99K +$24.7K +221 +32%

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.