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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
CH
1251
Canton Hathaway
Rhode Island
$26K +$26.8K +240 New
Nisa Investment Advisors
1252
Nisa Investment Advisors
Missouri
$23.6K -$150K -1,340 -0.6%
Loomis, Sayles & Company
1253
Loomis, Sayles & Company
Massachusetts
$22K +$112 +1 +0.5%
JWM
1254
Janiczek Wealth Management
Colorado
$22K +$3.46K +31 +18%
PCH
1255
Polar Capital Holdings
United Kingdom
$20.4K -$4.65M -41,643 -18%
AWM
1256
AllSquare Wealth Management
New York
$20K
CMA
1257
Cedar Mountain Advisors
Oregon
$20K +$5.59K +50 +37%
MCM
1258
MV Capital Management
Maryland
$20K +$15.3K +137 +304%
SIM
1259
Sonora Investment Management
Arizona
$19K -$59.2K -530 -75%
HCP
1260
Hexagon Capital Partners
Arkansas
$19K
LS
1261
Leelyn Smith
Illinois
$18K
PB
1262
Pinnacle Bancorp
Nebraska
$18K
BDWM
1263
Brewin Dolphin Wealth Management
Ireland
$17.1K
CA
1264
Crewe Advisors
Utah
$17K
TFS
1265
TrustCore Financial Services
Tennessee
$16K -$16.1K -144 -49%
IUHSA
1266
Itau Unibanco Holding S.A.
Brazil
$16K -$8.38K -75 -33%
AWMS
1267
Advocacy Wealth Management Services
Georgia
$16K +$5.81K +52 +55%
HDIM
1268
Hanson & Doremus Investment Management
Vermont
$16K +$16.8K +150 New
APC
1269
Aspire Private Capital
North Carolina
$15K
AWM
1270
Accel Wealth Management
Iowa
$13K
CFN
1271
Cordasco Financial Network
Florida
$13K
GWMIA
1272
Global Wealth Management Investment Advisory
Florida
$13K +$13.4K +120 New
TF
1273
Tompkins Financial
New York
$13K +$13.5K +121 New
CPC
1274
Consolidated Planning Corp
Georgia
$13K +$13.6K +122 New
BFC
1275
Bedel Financial Consulting
Indiana
$12K

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.