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FISV

Fiserv Inc
FISV

1,333 hedge funds and large institutions have $73.5B invested in Fiserv Inc in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 583 increasing their positions, 434 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $653M | Put options by funds: $434M

41% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 107

34% more repeat investments, than reductions

Existing positions increased: 583 | Existing positions reduced: 434

3% more funds holding

Funds holding: 1,297 → 1,333 (+36)

5% more capital invested

Capital invested by funds: $70.2B → $73.5B (+$3.35B)

0.98% more ownership

Funds ownership: 91.41% → 92.39% (+0.98%)

1% less funds holding in top 10

Funds holding in top 10: 82 → 81 (-1)

Holders
1,333
Holders Change
+36
Holders Change %
+2.78%
% of All Funds
23.4%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.42%
New
151
Increased
583
Reduced
434
Closed
107
Calls
$653M
Puts
$434M
Net Calls
+$219M
Net Calls Change
-$564M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$924M
2
Harris Associates
Harris Associates
Illinois
+$811M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$445M
4
CWG
C WorldWide Group
Denmark
+$374M
5
Barclays
Barclays
United Kingdom
+$191M

Top Sellers

Rank Fund Capital Flow
1
MCM
Melvin Capital Management
New York
-$990M
2
DZ Bank
DZ Bank
Germany
-$349M
3
MC
Maplelane Capital
New York
-$261M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
Goldman Sachs
Goldman Sachs
New York
-$183M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1301
TFC Financial Management
Massachusetts
$6K – – –
TIM
1302
Tortoise Investment Management
New York
$6K – – –
EWA
1303
Evolution Wealth Advisors
Florida
$5K – – –
GFPC
1304
Global Financial Private Client
Florida
$4.15K – – –
PCG
1305
Private Capital Group
Connecticut
$4K -$4.82K -42 -58%
FFC
1306
First Financial Corp
Indiana
$4K – – –
HI
1307
Hudock Inc
Pennsylvania
$4K – – –
EP
1308
Eudaimonia Partners
Tennessee
$4K +$3.56K +31 New
TF
1309
TimeScale Financial
Massachusetts
$4K +$3.9K +34 New
ADIM
1310
Alpha DNA Investment Management
Maryland
$3K +$1.15K +10 +43%
JMF
1311
Johnson Midwest Financial
Iowa
$3K +$2.98K +26 New
GEA
1312
Glen Eagle Advisors
New Jersey
$2.86K – – –
CFD
1313
Creative Financial Designs
Indiana
$2K – – –
FBT
1314
First Bank & Trust
South Dakota
$2K – – –
ONST
1315
Old North State Trust
North Carolina
$2K – – –
TFA
1316
Transamerica Financial Advisors
Florida
$2K +$115 +1 +9%
GAM
1317
Grandview Asset Management
Pennsylvania
$2K +$1.61K +14 New
MCM
1318
MV Capital Management
Maryland
$2K +$1.61K +14 New
APWA
1319
Atlas Private Wealth Advisors
New Jersey
$2K +$1.95K +17 New
JGIA
1320
Jackson Grant Investment Advisers
Connecticut
$2K +$2.07K +18 New
CCMW
1321
Cypress Capital Management (Wyoming)
Wyoming
$2K +$2.29K +20 New
BA
1322
Bellwether Advisors
Nebraska
$2K +$2.41K +21 New
LPARFS
1323
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.78K +$1.72M +15,000 New
FI
1324
FormulaFolio Investments
Michigan
$1K -$1.26M -10,999 -100%
CWC
1325
Carolinas Wealth Consulting
North Carolina
$1K – – –
51 52
53
54 55

FISV Hedge Fund Activity: Q1 2021 in Review

1,333 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2021, worth a combined $73.5B — up 4.8% from $70.2B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new FISV positions and 107 closed out — a net gain of 44 holders — while 583 added to existing stakes and 434 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $924M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $990M sold.

  • 1,333 institutional investors held Fiserv Inc (FISV) as of Q1 2021, up from 1,297 in Q4 2020.
  • Funds reported $73.5B of Fiserv Inc stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 151 funds opened new Fiserv Inc positions in Q1 2021 and 107 closed out, a net change of +44 holders.
  • The largest Fiserv Inc buyer in Q1 2021 was Dodge & Cox, an estimated $924M added.
  • The largest Fiserv Inc seller in Q1 2021 was Melvin Capital Management, an estimated $990M sold.

Based on aggregated 13F filings for Q1 2021.