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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
Capital Research Global Investors
126
Capital Research Global Investors
California
$58.2M
ACM
127
Alta Capital Management
Utah
$56.9M -$56.2M -503,003 -49%
CI
128
Cooper Investors
Australia
$56.7M -$820K -7,335 -1%
SCM
129
Soros Capital Management
New York
$54.9M +$220K +1,966 +0.4%
BIP
130
Brandes Investment Partners
California
$54.1M +$36.7M +328,683 +193%
CI
131
Cambiar Investors
Colorado
$53.7M +$2.25M +20,111 +4%
Canada Life
132
Canada Life
Manitoba, Canada
$53.3M +$296K +2,647 +0.5%
SM
133
Sunriver Management
Connecticut
$53.1M +$3.61M +32,277 +7%
ZIG
134
Zurich Insurance Group
Switzerland
$50.7M +$1.38M +12,340 +3%
Citadel Advisors
135
Citadel Advisors
Florida
$50.5M +$34.1M +305,535 +191%
SEI Investments
136
SEI Investments
Pennsylvania
$50.4M +$6.46M +57,831 +14%
CCM
137
Compass Capital Management
Minnesota
$50.3M +$51.8M +464,010 New
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
$49.7M -$47.1M -421,198 -48%
HA
139
Homestead Advisers
Virginia
$49.4M +$8.02M +71,800 +19%
SCM
140
Scopia Capital Management
New York
$49M +$4.18M +37,443 +9%
OCAM
141
Owl Creek Asset Management
New York
$48.8M +$50.2M +449,599 New
MSV
142
MN Services Vermogensbeheer
Netherlands
$48.7M +$749K +6,700 +2%
EAM
143
EULAV Asset Management
Florida
$48M -$5.25K -47 -0%
CC
144
Cannell & Co
New York
$47.5M +$711K +6,362 +1%
Bank Julius Baer & Co
145
Bank Julius Baer & Co
Switzerland
$47.3M +$182K +1,626 +0.4%
Amundi
146
Amundi
France
$46.9M +$4.72M +42,212 +11%
FMI
147
Factory Mutual Insurance
Massachusetts
$45.4M -$749K -6,700 -2%
IGM
148
Incline Global Management
New York
$45.1M -$4.99M -44,674 -10%
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
$45.1M +$1.73M +15,443 +4%
WFMPM
150
Woodley Farra Manion Portfolio Management
Indiana
$43.6M -$2.84M -25,399 -6%

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.