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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
IAS
1276
IMA Advisory Services
Colorado
$12K
PMFA
1277
Plante Moran Financial Advisors
Michigan
$12K
VCM
1278
Vigilant Capital Management
Maine
$12K +$12.5K +112 New
AFS
1279
Annapolis Financial Services
Maryland
$12K +$12.8K +115 New
COCM
1280
Charter Oak Capital Management
New Hampshire
$11K
LWM
1281
Liberty Wealth Management
California
$11K
TC
1282
Trust Company
Kansas
$11K
WWM
1283
Wolff Wiese Magana
California
$9K -$1.9K -17 -18%
GLLW
1284
Graves Light Lenhart Wealth
Virginia
$9K
TVWM
1285
Tower View Wealth Management
Wisconsin
$9K
WQ
1286
Wealth Quarterback
New Jersey
$9K
PCG
1287
Private Capital Group
Connecticut
$9K +$1.01K +9 +13%
CFD
1288
Creative Financial Designs
Indiana
$9K +$7.6K +68 +358%
CCMIC
1289
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8K
SSC
1290
Syverson Strege & Co
Iowa
$8K +$8.04K +72 New
RS
1291
Robeco Schweiz
Switzerland
$7.52K +$1.1M +9,820 +17%
BC
1292
Burleson & Co
California
$7K
RA
1293
Resolute Advisors
California
$7K
RWML
1294
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$6.84K
SWA
1295
SOA Wealth Advisors
New York
$6K -$223 -2 -3%
ADL
1296
Asset Dedication LLC
California
$6K
PP
1297
PrairieView Partners
Minnesota
$6K
TFM
1298
TFC Financial Management
Massachusetts
$6K
TFGT
1299
TS Financial Group (TSFG)
Illinois
$6K
LAS
1300
Lloyd Advisory Services
Georgia
$6K +$6.14K +55 New

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.