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FISV

Fiserv Inc
FISV

1,359 hedge funds and large institutions have $61.2B invested in Fiserv Inc in 2021 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 480 increasing their positions, 509 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $752M | Put options by funds: $486M

41% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 138

3% more funds holding

Funds holding: 1,324 → 1,359 (+35)

0.96% less ownership

Funds ownership: 90.6% → 89.65% (-0.96%)

6% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 509

6% less capital invested

Capital invested by funds: $65B → $61.2B (-$3.77B)

17% less funds holding in top 10

Funds holding in top 10: 66 → 55 (-11)

Holders
1,359
Holders Change
+35
Holders Change %
+2.64%
% of All Funds
20.91%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
0.85%
New
195
Increased
480
Reduced
509
Closed
138
Calls
$752M
Puts
$486M
Net Calls
+$266M
Net Calls Change
+$118M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$1.02B
2
Harris Associates
Harris Associates
Illinois
+$734M
3
Parnassus Investments
Parnassus Investments
California
+$580M
4
BG
Baupost Group
Massachusetts
+$315M
5
Franklin Resources
Franklin Resources
California
+$266M

Top Sellers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$2.11B
2
BlackRock
BlackRock
New York
-$273M
3
Ameriprise
Ameriprise
Minnesota
-$200M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$149M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1351
Cornerstone Advisory
Maryland
$1K +$827 +8 New
CFFP
1352
Center for Financial Planning
Michigan
$1K +$931 +9 New
CWM
1353
Curi Wealth Management
North Carolina
$1K +$1.86K +18 New
FHC
1354
First Heartland Consultants
Missouri
$424 +$423K +4,088 New
WA
1355
WestEnd Advisors
North Carolina
$415 +$414 +4 New
WIM
1356
Westside Investment Management
California
$44 – – –
FGAM
1357
Financial Gravity Asset Management
Texas
$10 +$10.8K +104 New
PC
1358
PointState Capital
New York
– -$131M -1,203,862 Closed
TPI
1359
Tesco Pension Investment
United Kingdom
– -$115M -1,063,773 Closed
ACM
1360
Anomaly Capital Management
New York
– -$104M -954,986 Closed
BCPEMI
1361
Bain Capital Public Equity Management II
Massachusetts
– -$97.7M -900,446 Closed
ECP
1362
Empyrean Capital Partners
California
– -$90.9M -837,606 Closed
CI
1363
Cooper Investors
Australia
– -$56.7M -522,925 Closed
OCAM
1364
Owl Creek Asset Management
New York
– -$48.8M -449,599 Closed
BTP
1365
Bloom Tree Partners
New York
– -$35M -322,972 Closed
Adage Capital Partners
1366
Adage Capital Partners
Massachusetts
– -$29.3M -270,431 Closed
ACI
1367
AMP Capital Investors
Australia
– -$20.7M -191,085 Closed
Point72 Asset Management
1368
Point72 Asset Management
Connecticut
– -$18.6M -171,562 Closed
ECM
1369
ExodusPoint Capital Management
New York
– -$17.4M -160,319 Closed
TFM
1370
TPI Fund Managers
United Kingdom
– -$15.7M -144,670 Closed
GEM
1371
Global Endowment Management
North Carolina
– -$13.9M -128,124 Closed
Voloridge Investment Management
1372
Voloridge Investment Management
Florida
– -$13.8M -126,839 Closed
BCM
1373
BlueMar Capital Management
Florida
– -$11.7M -107,783 Closed
SGDR
1374
SPX Gestao de Recursos
Brazil
– -$11.1M -102,000 Closed
TC
1375
TwinBeech Capital
New York
– -$8.88M -81,799 Closed
53 54
55
56 57

FISV Hedge Fund Activity: Q4 2021 in Review

1,359 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2021, worth a combined $61.2B — down 5.8% from $65B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new FISV positions and 138 closed out — a net gain of 57 holders — while 480 added to existing stakes and 509 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $1.02B. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $2.11B.

  • 1,359 institutional investors held Fiserv Inc (FISV) as of Q4 2021, up from 1,324 in Q3 2021.
  • Funds reported $61.2B of Fiserv Inc stock for Q4 2021, down 5.8% quarter-over-quarter.
  • 195 funds opened new Fiserv Inc positions in Q4 2021 and 138 closed out, a net change of +57 holders.
  • The largest Fiserv Inc buyer in Q4 2021 was Dodge & Cox, an estimated $1.02B added.
  • The largest Fiserv Inc seller in Q4 2021 was Kohlberg Kravis Roberts & Co, an estimated $2.11B sold.

Based on aggregated 13F filings for Q4 2021.