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FISV

Fiserv Inc
FISV

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: 66 → 66 (0)

2% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 123

1% less funds holding

Funds holding: 1,340 → 1,324 (-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

Top Buyers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
+$533M
2
Harris Associates
Harris Associates
Illinois
+$467M
3
Dodge & Cox
Dodge & Cox
California
+$283M
4
Franklin Resources
Franklin Resources
California
+$236M
5
Parnassus Investments
Parnassus Investments
California
+$182M

Top Sellers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$495M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$474M
3
FPP
Findlay Park Partners
United Kingdom
-$312M
4
Ameriprise
Ameriprise
Minnesota
-$256M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$211M
Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1301
Red Tortoise LLC
Georgia
$6K +$7.49K +67 New
WPA
1302
West Paces Advisors
Georgia
$5.86K – – –
BWL
1303
Bogart Wealth LLC
Virginia
$5K – – –
CMBA
1304
C.M. Bidwell & Associates
Hawaii
$5K – – –
EWA
1305
Evolution Wealth Advisors
Florida
$5K – – –
TIM
1306
Tortoise Investment Management
New York
$5K – – –
FFC
1307
First Financial Corp
Indiana
$4K – – –
GFPC
1308
Global Financial Private Client
Florida
$3.73K – – –
ED
1309
Exane Derivatives
France
$3.15K +$2.79K +25 +625%
CWA
1310
Clearview Wealth Advisors
Oregon
$3K – – –
FNBOSM
1311
First National Bank of South Miami
Florida
$3K – – –
JMF
1312
Johnson Midwest Financial
Iowa
$3K – – –
CYG
1313
Clean Yield Group
Vermont
$3K +$3.46K +31 New
BA
1314
Bellwether Advisors
Nebraska
$2K – – –
FBT
1315
First Bank & Trust
South Dakota
$2K – – –
HI
1316
Hudock Inc
Pennsylvania
$2K – – –
ONST
1317
Old North State Trust
North Carolina
$2K – – –
MA
1318
MCF Advisors
Kentucky
$2K +$2.46K +22 New
BBHC
1319
Brown Brothers Harriman & Co
New York
$1.27K +$845K +7,562 +184%
CAM
1320
ClariVest Asset Management
California
$1K -$402K -3,600 -100%
CWC
1321
Carolinas Wealth Consulting
North Carolina
$1K – – –
NFSG
1322
Newbridge Financial Services Group
Florida
$1K – – –
RG
1323
Retirement Group
California
$1K +$1.01K +9 New
MGIM
1324
M&G Investment Management
United Kingdom
$261 +$21.6K +193 +9%
WIM
1325
Westside Investment Management
California
$46 – – –
51 52
53
54 55

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.