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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
DTL
1376
Dynamic Technology Lab
Singapore
– -$756K -7,075 Closed
JF
1377
Jump Financial
Illinois
– -$743K -6,959 Closed
BWM
1378
Buckley Wealth Management
Nevada
– -$716K -6,700 Closed
OCM
1379
Orser Capital Management
Texas
– -$716K -6,700 Closed
WP
1380
Waycross Partners
Kentucky
– -$695K -6,500 Closed
QSS
1381
Quantitative Systematic Strategies
Florida
– -$681K -6,374 Closed
CCIA
1382
Campbell & Co Investment Adviser
Maryland
– -$668K -6,254 Closed
FP
1383
Foundry Partners
Minnesota
– -$659K -6,161 Closed
WCM
1384
Weld Capital Management
New York
– -$649K -6,073 Closed
TF
1385
TLWM Financial
Texas
– -$595K -5,589 Closed
MCM
1386
Maltese Capital Management
New York
– -$535K -5,004 Closed
PP
1387
Prudential plc
United Kingdom
– -$532K -4,975 Closed
CM
1388
Capula Management
Cayman Islands
– -$529K -4,949 Closed
SC
1389
Shay Capital
New York
– -$503K -4,500 Closed
DFCM
1390
Dark Forest Capital Management
Puerto Rico
– -$474K -4,430 Closed
WMA
1391
Wealth Management Associates
New Jersey
– -$466K -4,359 Closed
DCM
1392
Donaldson Capital Management
Indiana
– -$465K -4,352 Closed
APP
1393
Alpha Paradigm Partners
Illinois
– -$438K -4,099 Closed
IC
1394
Inscription Capital
Texas
– -$429K -4,010 Closed
HC
1395
Henshaw Capital
Massachusetts
– -$413K -3,863 Closed
BEI
1396
Benjamin Edwards Inc
Missouri
– -$404K -3,778 Closed
QTM
1397
qPULA Trading Management
New York
– -$402K -3,757 Closed
PM
1398
Parametrica Management
Hong Kong
– -$380K -3,553 Closed
WAM
1399
Wolverine Asset Management
Illinois
– -$346K -3,237 Closed
MIH
1400
Meitav Investment House
Israel
– -$321K -3,006 Closed
54 55
56
57 58

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.