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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
CFA
1201
Carroll Financial Associates
North Carolina
$97K +$2.68K +24 +3%
SFO
1202
Standard Family Office
South Dakota
$95K -$354K -3,171 -78%
FFA
1203
Freedman Financial Associates
Massachusetts
$94K
PFBT
1204
Parkside Financial Bank & Trust
Missouri
$93K +$22.6K +202 +31%
SAI
1205
Systematic Alpha Investments
New Jersey
$92K -$3.13K -28 -3%
LC
1206
Lindbrook Capital
California
$91K +$2.9K +26 +3%
NSB
1207
Norway Savings Bank
Maine
$90K
LWANC
1208
Laurel Wealth Advisors (North Carolina)
North Carolina
$89K
HWA
1209
Heritage Wealth Advisors
Virginia
$86.8K
PSB
1210
Piscataqua Savings Bank
New Hampshire
$85K
WBC
1211
West Branch Capital
Massachusetts
$84K -$4.47K -40 -5%
CC
1212
Corsicana & Co
Texas
$82K -$50.8K -455 -38%
GWS
1213
Glassman Wealth Services
Virginia
$80K +$5.7K +51 +7%
FMT
1214
First Mercantile Trust
Tennessee
$76K -$1.68K -15 -2%
PO
1215
Private Ocean
California
$71K +$1.68K +15 +2%
FMP
1216
Financial Management Professionals
Texas
$67K +$22.3K +200 +48%
AWA
1217
Arkadios Wealth Advisors
Georgia
$65K -$58.4K -523 -46%
FPB
1218
First PREMIER Bank
South Dakota
$65K
IRC
1219
Investors Research Corp
Georgia
$61K
TFO
1220
Tarbox Family Office
California
$58K -$670 -6 -1%
GPA
1221
Guidance Point Advisors
Massachusetts
$54K +$56.3K +504 New
TCWM
1222
Total Clarity Wealth Management
Illinois
$53K +$55K +492 New
GAM
1223
Gemmer Asset Management
California
$52K +$559 +5 +1%
ZB
1224
Zions Bancorporation
Utah
$51K -$559 -5 -1%
ACA
1225
Atlas Capital Advisors
Wyoming
$50.5K +$8.83K +79 +20%

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.