We are live on ! Find out more
FISV

Fiserv Inc
FISV

1,328 hedge funds and large institutions have $50.8B invested in Fiserv Inc in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 455 increasing their positions, 557 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $296M | Put options by funds: $250M

3% more funds holding in top 10

Funds holding in top 10: 70 → 72 (+2)

7% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 106

0.26% less ownership

Funds ownership: 88.8% → 88.55% (-0.26%)

1% less funds holding

Funds holding: 1,343 → 1,328 (-15)

13% less capital invested

Capital invested by funds: $58.5B → $50.8B (-$7.65B)

18% less repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 557

Holders
1,328
Holders Change
-15
Holders Change %
-1.12%
% of All Funds
22.37%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.21%
New
113
Increased
455
Reduced
557
Closed
106
Calls
$296M
Puts
$250M
Net Calls
+$45.9M
Net Calls Change
-$44.6M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$323M
2
Morgan Stanley
Morgan Stanley
New York
+$162M
3
VH
ValueAct Holdings
California
+$156M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$118M
5
SSP
Sixth Street Partners
Texas
+$97M

Top Sellers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$846M
2
Harris Associates
Harris Associates
Illinois
-$88.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$87.2M
4
BlackRock
BlackRock
New York
-$73.2M
5
State Street
State Street
Massachusetts
-$72.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
251
Montag & Associates
Georgia
$13.4M -$267K -2,752 -2%
BGDI
252
BW Gestao de Investimentos
Brazil
$13.4M +$8.05M +83,000 +123%
AB
253
Amalgamated Bank
New York
$13.4M -$3.88K -40 -0%
TAS
254
TIFF Advisory Services
Pennsylvania
$13.3M -$1.55M -15,975 -10%
AFG
255
Albion Financial Group
Utah
$12.9M +$116K +1,200 +0.8%
CL
256
Choreo LLC
Illinois
$12.9M +$1.81M +18,642 +15%
LIA
257
LS Investment Advisors
Michigan
$12.8M +$353K +3,640 +3%
SF
258
Synovus Financial
Georgia
$12.7M +$5.3M +54,619 +62%
CC
259
Cornerstone Capital
California
$12.7M -$477K -4,915 -3%
IECM
260
Intrinsic Edge Capital Management
Illinois
$12.7M +$13.8M +142,600 New
BPIM
261
Brant Point Investment Management
New York
$12.7M +$3.68M +37,941 +36%
BAM
262
Bell Asset Management
Australia
$12.6M +$366K +3,771 +3%
DADC
263
D.A. Davidson & Co
Montana
$12.5M +$111K +1,142 +0.8%
Rafferty Asset Management
264
Rafferty Asset Management
New York
$12.5M -$2.65M -27,367 -16%
BA
265
Bridgewater Associates
Connecticut
$12.4M +$5.55M +57,265 +70%
DekaBank Deutsche Girozentrale
266
DekaBank Deutsche Girozentrale
Germany
$12.3M +$833K +8,591 +7%
UIM
267
USS Investment Management
United Kingdom
$12.2M -$953K -9,825 -7%
Osaic Holdings
268
Osaic Holdings
Arizona
$12.1M -$133K -1,375 -1%
D.E. Shaw & Co
269
D.E. Shaw & Co
New York
$12M +$12.3M +126,402 +1,464%
IG
270
ING Group
Netherlands
$11.9M +$13M +134,314 New
TFA
271
Toth Financial Advisory
Virginia
$11.9M +$230K +2,376 +2%
BST
272
Bath Savings Trust
Maine
$11.7M +$64K +660 +0.5%
Handelsbanken Fonder
273
Handelsbanken Fonder
Sweden
$11.6M – – –
ACA
274
Anchor Capital Advisors
Massachusetts
$11.5M -$8M -82,477 -39%
NNPTE
275
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$11.5M – – –
9 10
11
12 13

FISV Hedge Fund Activity: Q2 2022 in Review

1,328 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2022, worth a combined $50.8B — down 13% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FISV positions and 106 closed out — a net gain of 7 holders — while 455 added to existing stakes and 557 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $323M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $846M.

  • 1,328 institutional investors held Fiserv Inc (FISV) as of Q2 2022, down from 1,343 in Q1 2022.
  • Funds reported $50.8B of Fiserv Inc stock for Q2 2022, down 13% quarter-over-quarter.
  • 113 funds opened new Fiserv Inc positions in Q2 2022 and 106 closed out, a net change of +7 holders.
  • The largest Fiserv Inc buyer in Q2 2022 was T. Rowe Price Associates, an estimated $323M added.
  • The largest Fiserv Inc seller in Q2 2022 was Kohlberg Kravis Roberts & Co, an estimated $846M sold.

Based on aggregated 13F filings for Q2 2022.