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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
AFWM
1351
AMJ Financial Wealth Management
Virginia
– -$3.44M -32,216 Closed
MJB
1352
Mark J. Bradley
– -$2.76M -25,860 Closed
FC
1353
Fore Capital
New York
– -$2.67M -25,000 Closed
SM
1354
Sciencast Management
New Jersey
– -$2.65M -24,336 Closed
FLPIM
1355
F.L. Putnam Investment Management
Massachusetts
– -$2.45M -22,960 Closed
AIM
1356
Aigen Investment Management
New York
– -$2.39M -22,388 Closed
CFC
1357
Coyle Financial Counsel
Illinois
– -$1.97M -18,431 Closed
TCM
1358
Teza Capital Management
Illinois
– -$1.83M -17,162 Closed
MFS
1359
Mirabella Financial Services
United Kingdom
– -$1.82M -17,061 Closed
FC
1360
FORA Capital
Florida
– -$1.78M -16,614 Closed
NIM
1361
NuWave Investment Management
New Jersey
– -$1.65M -15,469 Closed
BC
1362
Bridgefront Capital
Texas
– -$1.58M -14,789 Closed
TM
1363
Tiger Management
New York
– -$1.54M -14,400 Closed
B
1364
BP
United Kingdom
– -$1.44M -13,514 Closed
AWC
1365
Abundance Wealth Counselors
Pennsylvania
– -$1.14M -10,641 Closed
QT
1366
Quantamental Technologies
New York
– -$1.11M -10,379 Closed
YIH
1367
Y-Intercept (HK)
Hong Kong
– -$1.1M -10,272 Closed
LOAMU
1368
Lombard Odier Asset Management (USA)
New York
– -$1.07M -10,000 Closed
QIM
1369
Quantitative Investment Management
Virginia
– -$1.06M -9,914 Closed
E
1370
Ergoteles
New York
– -$1.04M -9,722 Closed
DL
1371
DOHJ LLC
Washington
– -$897K -8,392 Closed
WI
1372
Wintrust Investments
Illinois
– -$858K -8,031 Closed
BGDI
1373
BW Gestao de Investimentos
Brazil
– -$855K -8,000 Closed
VF
1374
Virtu Financial
New York
– -$829K -7,755 Closed
Two Sigma Investments
1375
Two Sigma Investments
New York
– -$804K -7,195 Closed
53 54
55
56 57

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.