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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
SAM
201
Shell Asset Management
Netherlands
$25.5M +$592K +5,298 +2%
Korea Investment Corp
202
Korea Investment Corp
South Korea
$25.2M -$3.68M -32,900 -12%
GG
203
Gofen & Glossberg
Illinois
$25.2M +$724K +6,480 +3%
CAG
204
Crestwood Advisors Group
Massachusetts
$25.2M +$58.7K +525 +0.2%
HTHT
205
Hemenway Trust Hemenway Trust
New Hampshire
$25.1M +$736K +6,587 +3%
Royal London Asset Management
206
Royal London Asset Management
United Kingdom
$24.2M +$1.09M +9,734 +5%
AP
207
Archon Partners
New Jersey
$24.2M
WCM
208
Windward Capital Management
California
$23.9M -$13.4K -120 -0.1%
SAM
209
Soditic Asset Management
United Kingdom
$23.9M +$1.79M +16,000 +8%
Stifel Financial
210
Stifel Financial
Missouri
$23.5M +$723K +6,471 +3%
Walleye Trading
211
Walleye Trading
New York
$23.4M +$373K +3,336 +2%
ACA
212
Anchor Capital Advisors
Massachusetts
$23.2M -$219K -1,963 -0.9%
ABTD
213
Arvest Bank Trust Division
Oklahoma
$22.9M -$660K -5,911 -3%
LPL Financial
214
LPL Financial
California
$22.8M -$506K -4,532 -2%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$22.7M +$2.94M +26,296 +14%
SG Americas Securities
216
SG Americas Securities
New York
$22.7M +$2.93M +26,240 +14%
MIS
217
Morningstar Investment Services
Illinois
$22.7M +$395K +3,532 +2%
RFC
218
Regions Financial Corp
Alabama
$22.4M -$473K -4,236 -2%
ELI
219
Empire Life Investments
Ontario, Canada
$22.3M +$115K +1,032 +0.5%
VOYA Investment Management
220
VOYA Investment Management
Georgia
$22.3M -$126M -1,130,512 -85%
CCM
221
Coerente Capital Management
Ontario, Canada
$22.3M +$316K +2,830 +1%
TIP
222
Torray Investment Partners
Maryland
$22.2M +$4.67M +41,769 +26%
Retirement Systems of Alabama
223
Retirement Systems of Alabama
Alabama
$22.2M -$1.47M -13,201 -6%
First Trust Advisors
224
First Trust Advisors
Illinois
$21.6M -$11.8M -105,390 -35%
GC
225
Guggenheim Capital
Illinois
$21.5M -$865K -7,743 -4%

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.