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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
NL
1226
NVWM LLC
Pennsylvania
$50K -$4.58K -41 -8%
HC
1227
Hoese & Co
Minnesota
$50K
MG
1228
MilWealth Group
Wisconsin
$49K
TG
1229
TCW Group
California
$46.1K -$29.7M -265,504 -38%
FF
1230
FourThought Financial
Florida
$44K -$152K -1,357 -77%
IWP
1231
IAG Wealth Partners
Wisconsin
$44K
ME
1232
McIlrath & Eck
Washington
$44K
CCA
1233
Catalyst Capital Advisors
New York
$43K -$1.45K -13 -3%
BCM
1234
Blume Capital Management
California
$43K
FCA
1235
FinTrust Capital Advisors
South Carolina
$43K
RFA
1236
Reilly Financial Advisors
California
$42K -$4.58K -41 -10%
JWA
1237
JFS Wealth Advisors
Pennsylvania
$42K
CFA
1238
Cahill Financial Advisors
Minnesota
$41K +$41.6K +372 New
OC
1239
Oakworth Capital
Alabama
$39K +$27.9K +250 +229%
PWMG
1240
Prestige Wealth Management Group
New Jersey
$37K +$2.35K +21 +7%
HA
1241
Herold Advisors
New York
$37K +$39.1K +350 New
AS
1242
Altshuler Shaham
Israel
$35K +$5.25K +47 +17%
SIS
1243
Sound Income Strategies
Florida
$33K +$559 +5 +2%
TFIPS
1244
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.5K
VCM
1245
Versant Capital Management
Arizona
$32K -$3.35K -30 -9%
DCM
1246
Disciplina Capital Management
Tennessee
$31.6K +$7.6K +68 +30%
BIA
1247
Bell Investment Advisors
California
$31K +$31.8K +285 New
M
1248
MOTCO
Texas
$30K -$269K -2,411 -90%
EARNEST Partners
1249
EARNEST Partners
Georgia
$27K
WLPWM
1250
Walled Lake Planning & Wealth Management
Illinois
$26K

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.