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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
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$6.28B -$495M -4,427,166 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.16B +$16.4M +147,192 +0.3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.03B -$474M -4,243,347 -8%
BlackRock
4
BlackRock
New York
$4.66B -$50.8M -454,690 -1%
Dodge & Cox
5
Dodge & Cox
California
$2.77B +$283M +2,534,819 +11%
State Street
6
State Street
Massachusetts
$2.52B +$19.8M +177,283 +0.8%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.12B -$211M -1,892,784 -9%
Harris Associates
8
Harris Associates
Illinois
$1.77B +$467M +4,177,098 +35%
VH
9
ValueAct Holdings
California
$1.19B +$533M +4,775,001 +78%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.1B +$26.1M +233,810 +2%
Parnassus Investments
11
Parnassus Investments
California
$995M +$182M +1,624,876 +22%
VAM
12
Veritas Asset Management
United Kingdom
$867M +$11.3M +100,695 +1%
Invesco
13
Invesco
Georgia
$796M +$94.4M +844,595 +13%
BI
14
BlueSpruce Investments
Illinois
$780M +$55.9M +499,990 +7%
Northern Trust
15
Northern Trust
Illinois
$721M +$9.9M +88,629 +1%
Lazard Asset Management
16
Lazard Asset Management
New York
$699M +$108M +962,545 +18%
LP
17
Longview Partners
Guernsey
$675M -$117M -1,050,542 -14%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$622M +$161M +1,444,048 +34%
Capital World Investors
19
Capital World Investors
California
$615M +$5.71M +51,143 +0.9%
Ameriprise
20
Ameriprise
Minnesota
$572M -$256M -2,294,648 -30%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$555M +$39.6M +354,472 +7%
Norges Bank
22
Norges Bank
Norway
$546M -$15.9M -142,685 -3%
Goldman Sachs
23
Goldman Sachs
New York
$506M +$44M +393,983 +9%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$495M -$2.66M -23,805 -0.5%
Fidelity International
25
Fidelity International
Bermuda
$482M +$43M +384,655 +9%

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.