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FISV

Fiserv Inc

1,297 hedge funds and large institutions have $70.2B invested in Fiserv Inc in 2020 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 537 increasing their positions, 383 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $1.27B | Put options by funds: $488M

147% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 78

40% more repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 383

10% more capital invested

Capital invested by funds: $63.9B → $70.2B (+$6.23B)

8% more funds holding

Funds holding: 1,2011,297 (+96)

4% more funds holding in top 10

Funds holding in top 10: 7982 (+3)

1.44% less ownership

Funds ownership: 92.85%91.41% (-1.4%)

Holders
1,297
Holders Change
+96
Holders Change %
+7.99%
% of All Funds
22.95%
Holding in Top 10
82
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.8%
% of All Funds
1.45%
New
193
Increased
537
Reduced
383
Closed
78
Calls
$1.27B
Puts
$488M
Net Calls
+$783M
Net Calls Change
-$675M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1276
Hudock Inc
Pennsylvania
$4K
GFPC
1277
Global Financial Private Client
Florida
$3.87K +$1.08K +10 +42%
PS
1278
Planned Solutions
California
$3K +$2.69K +25 New
GEA
1279
Glen Eagle Advisors
New Jersey
$2.73K
CFD
1280
Creative Financial Designs
Indiana
$2K
FBT
1281
First Bank & Trust
South Dakota
$2K
ONST
1282
Old North State Trust
North Carolina
$2K
TFA
1283
Transamerica Financial Advisors
Florida
$2K +$108 +1 +10%
SSWG
1284
Seven Springs Wealth Group
Tennessee
$2K +$1.72K +16 New
RA
1285
Resolute Advisors
California
$2K +$1.83K +17 New
ADIM
1286
Alpha DNA Investment Management
Maryland
$2K +$2.48K +23 New
NDSI
1287
Newman Dignan & Sheerar Inc
Rhode Island
$1.13K -$6.57K -61 -0.6%
BWA
1288
Burt Wealth Advisors
Maryland
$1K -$10.3K -96 -95%
BCH
1289
Berkshire Capital Holdings
California
$1K
CWC
1290
Carolinas Wealth Consulting
North Carolina
$1K
NFSG
1291
Newbridge Financial Services Group
Florida
$1K
UFF
1292
USA Financial Formulas
Michigan
$1K
SC
1293
Solstein Capital
California
$502 +$475K +4,410 New
MGIM
1294
M&G Investment Management
United Kingdom
$288 -$129K -1,194 -32%
WIM
1295
Westside Investment Management
California
$48
ECU
1296
Egerton Capital (UK)
United Kingdom
-$226M -2,190,709 Closed
VIM
1297
Veritas Investment Management
United Kingdom
-$84.8M -822,975 Closed
Two Sigma Investments
1298
Two Sigma Investments
New York
-$74.7M -692,959 Closed
ACL
1299
Azora Capital LP
Florida
-$64.2M -622,707 Closed
Two Sigma Advisers
1300
Two Sigma Advisers
New York
-$58.8M -571,040 Closed

FISV Hedge Fund Activity: Q4 2020 in Review

1,297 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2020, worth a combined $70.2B — up 9.7% from $63.9B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new FISV positions and 78 closed out — a net gain of 115 holders — while 537 added to existing stakes and 383 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $684M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $2.17B.

  • 1,297 institutional investors held Fiserv Inc (FISV) as of Q4 2020, up from 1,201 in Q3 2020.
  • Funds reported $70.2B of Fiserv Inc stock for Q4 2020, up 9.7% quarter-over-quarter.
  • 193 funds opened new Fiserv Inc positions in Q4 2020 and 78 closed out, a net change of +115 holders.
  • The largest Fiserv Inc buyer in Q4 2020 was Dodge & Cox, an estimated $684M added.
  • The largest Fiserv Inc seller in Q4 2020 was Kohlberg Kravis Roberts & Co, an estimated $2.17B sold.

Based on aggregated 13F filings for Q4 2020.