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FISV

Fiserv Inc

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: 6666 (0)

2% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 123

1% less funds holding

Funds holding: 1,3401,324 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1401
GFS Advisors
Texas
-$315K -2,945 Closed
LOAMS
1402
Lombard Odier Asset Management (Switzerland)
Switzerland
-$314K -2,937 Closed
LBD
1403
Landsberg Bennett & Dubbaneh
Florida
-$307K -2,882 Closed
CWM
1404
Circle Wealth Management
New Jersey
-$297K -2,781 Closed
WFI
1405
West Family Investments
California
-$293K -2,740 Closed
CANY
1406
Caxton Associates (New York)
New York
-$283K -2,645 Closed
GLA
1407
Great Lakes Advisors
Illinois
-$275K -2,574 Closed
LSAG
1408
Lake Street Advisors Group
New Hampshire
-$285K -2,565 Closed
LFAS
1409
Level Four Advisory Services
Texas
-$272K -2,546 Closed
DACG
1410
Donor Advised Charitable Giving
California
-$266K -2,485 Closed
DS
1411
DRW Securities
Illinois
-$265K -2,478 Closed
BWM
1412
Bulltick Wealth Management
Florida
-$253K -2,363 Closed
SAM
1413
Sawgrass Asset Management
Florida
-$248K -2,319 Closed
SCM
1414
Southport Capital Management
Tennessee
-$235K -2,202 Closed
ESCM
1415
Echo Street Capital Management
New York
-$229K -2,140 Closed
BHBT
1416
Burke & Herbert Bank & Trust
Virginia
-$227K -2,121 Closed
QI
1417
Qtron Investments
Massachusetts
-$224K -2,093 Closed
SNBOSD
1418
Security National Bank of So Dak
Iowa
-$220K -2,052 Closed
MSU
1419
Mizuho Securities USA
New York
-$208K -1,946 Closed
FFBTD
1420
First Financial Bank - Trust Division
Ohio
-$208K -1,943 Closed
AWM
1421
Apollon Wealth Management
South Carolina
-$207K -1,937 Closed
FSC
1422
Full Sail Capital
Oklahoma
-$202K -1,887 Closed
PI
1423
PGGM Investments
Netherlands
-$177K -1,659 Closed
CFO
1424
CVA Family Office
Colorado
-$171K -1,600 Closed
WWMSC
1425
Wagner Wealth Management (South Carolina)
South Carolina
-$154K -1,440 Closed

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.