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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
CFB
1426
Cullen/Frost Bankers
Texas
-$151K -1,411 Closed
WP
1427
WealthShield Partners
North Carolina
-$101K -942 Closed
IP
1428
Isthmus Partners
Wisconsin
-$92K -858 Closed
EAM
1429
Exos Asset Management
New York
-$82K -769 Closed
JIR
1430
James Investment Research
Ohio
-$81K -762 Closed
TAIM
1431
TD Ameritrade Investment Management
Nebraska
-$77K -723 Closed
TCOV
1432
Trust Company of Vermont
Vermont
-$75K -698 Closed
TI
1433
tru Independence
Oregon
-$43K -408 Closed
KFP
1434
KB Financial Partners
New Jersey
-$35K -326 Closed
Optiver Holding
1435
Optiver Holding
Netherlands
-$23K -215 Closed
JG
1436
Jefferies Group
New York
-$22.3K -209 Closed
SOW
1437
State of Wyoming
Wyoming
-$18K -165 Closed
SL
1438
Savior LLC
Massachusetts
-$17K -159 Closed
HWA
1439
HHM Wealth Advisors
Tennessee
-$11K -107 Closed
PSIWM
1440
Paradigm Strategies in Wealth Management
Minnesota
-$7K -70 Closed
M1FG
1441
Mach-1 Financial Group
Arkansas
-$6K -58 Closed
RDWM
1442
Red Door Wealth Management
Tennessee
-$5K -55 Closed
GEA
1443
Glen Eagle Advisors
New Jersey
-$2.56K -24 Closed
PWP
1444
Personal Wealth Partners
Minnesota
-$3K -24 Closed
CCMW
1445
Cypress Capital Management (Wyoming)
Wyoming
-$2K -20 Closed
JGIA
1446
Jackson Grant Investment Advisers
Connecticut
-$2K -18 Closed
TFA
1447
Transamerica Financial Advisors
Florida
-$1K -4 Closed
LWA
1448
Lenox Wealth Advisors
New York
+$447 +4 New

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.