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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
IP
1376
Interval Partners
New York
– -$8.83M -81,389 Closed
FG
1377
Fiduciary Group
Georgia
– -$8.86M -80,665 Closed
RS
1378
Robeco Schweiz
Switzerland
– -$7.52K -69,283 Closed
SCC
1379
Steel Canyon Capital
Arizona
– -$7.49M -69,019 Closed
Kovitz Investment Group Partners
1380
Kovitz Investment Group Partners
Illinois
– -$6.97M -64,274 Closed
MLIC
1381
Mandatum Life Insurance Company
Finland
– -$5.33M -49,080 Closed
KOCAA
1382
Knights of Columbus Asset Advisors
Connecticut
– -$5.18M -47,748 Closed
EWM
1383
Executive Wealth Management
Michigan
– -$5.14M -47,426 Closed
DAM
1384
Deltec Asset Management
New York
– -$4.86M -44,806 Closed
MCM
1385
Maytus Capital Management
New York
– -$4.43M -40,834 Closed
WHG
1386
Westwood Holdings Group
Texas
– -$4.42M -40,755 Closed
TF
1387
Threadgill Financial
Texas
– -$4.29M -39,569 Closed
D.E. Shaw & Co
1388
D.E. Shaw & Co
New York
– -$3.13M -30,309 Closed
NL
1389
NKCFO LLC
Illinois
– -$3.28M -30,200 Closed
CHP
1390
Castle Hook Partners
New York
– -$3.14M -28,901 Closed
WCA
1391
Waratah Capital Advisors
Ontario, Canada
– -$2.98M -27,427 Closed
KC
1392
Kingfisher Capital
North Carolina
– -$2.64M -24,318 Closed
CRB
1393
Chad R. Baker
– -$2.6M -24,000 Closed
PCM
1394
Pentwater Capital Management
Florida
– -$2.39M -22,000 Closed
IAIM
1395
International Assets Investment Management
Florida
– -$140K -21,085 Closed
UM
1396
Ulysses Management
New York
– -$2.17M -20,000 Closed
CP
1397
Cumberland Partners
Ontario, Canada
– -$2.01M -18,500 Closed
PFA
1398
Peak Financial Advisors
Colorado
– -$1.86M -17,130 Closed
BCM
1399
Beck Capital Management
Texas
– -$1.74M -16,051 Closed
FCM
1400
FJ Capital Management
Virginia
– -$1.72M -16,000 Closed
54 55
56
57 58

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.