We are live on ! Find out more
FISV

Fiserv Inc

1,345 hedge funds and large institutions have $53.7B invested in Fiserv Inc in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 550 increasing their positions, 471 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 92

18% more funds holding in top 10

Funds holding in top 10: 7285 (+13)

17% more repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 471

6% more capital invested

Capital invested by funds: $50.8B → $53.7B (+$2.87B)

1% more funds holding

Funds holding: 1,3281,345 (+17)

0.87% more ownership

Funds ownership: 88.55%89.42% (+0.87%)

6% less call options, than puts

Call options by funds: $402M | Put options by funds: $426M

Holders
1,345
Holders Change
+17
Holders Change %
+1.28%
% of All Funds
23.17%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.46%
New
123
Increased
550
Reduced
471
Closed
92
Calls
$402M
Puts
$426M
Net Calls
-$23.8M
Net Calls Change
-$69.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
426
Cozad Asset Management
Illinois
$5.48M -$213K -2,093 -3%
TAM
427
Tocqueville Asset Management
New York
$5.46M +$147K +1,440 +3%
PHS
428
Pekin Hardy Strauss
Illinois
$5.37M -$312K -3,057 -5%
HBT
429
Hills Bank & Trust
Iowa
$5.33M -$92.3K -906 -2%
Janney Montgomery Scott
430
Janney Montgomery Scott
Pennsylvania
$5.3M +$415K +4,070 +8%
Kovitz Investment Group Partners
431
Kovitz Investment Group Partners
Illinois
$5.3M -$2.41M -23,665 -29%
NB
432
Norinchukin Bank
Japan
$5.3M +$768K +7,532 +15%
CSS
433
Cubist Systematic Strategies
Connecticut
$5.24M +$962K +9,440 +20%
TIP
434
Torray Investment Partners
Maryland
$5.23M -$14.6M -143,557 -72%
KAS
435
Kestra Advisory Services
Texas
$5.21M +$2.25M +22,102 +66%
PKC
436
Palmer Knight Company
Florida
$5.13M +$339K +3,329 +6%
BCM
437
BTC Capital Management
Iowa
$5.12M -$79.7K -782 -1%
RC
438
RegentAtlantic Capital
New Jersey
$5.1M +$84.3K +827 +2%
BCM
439
Brooktree Capital Management
Michigan
$5.09M +$431K +4,228 +8%
MCWS
440
McKinley Carter Wealth Services
West Virginia
$5.09M +$258K +2,532 +5%
LCM
441
Liberty Capital Management
Michigan
$5.04M -$95.2K -934 -2%
CTA
442
Chesley Taft & Associates
Illinois
$5.03M +$201K +1,975 +4%
MM
443
Meridian Management
Arkansas
$4.99M +$96.6K +948 +2%
SG Americas Securities
444
SG Americas Securities
New York
$4.97M +$3.25M +31,846 +150%
PMG
445
ProVise Management Group
Florida
$4.92M +$60.4K +593 +1%
RAM
446
Redmond Asset Management
Virginia
$4.91M -$3.06K -30 -0.1%
CCM
447
Cox Capital Management
Massachusetts
$4.89M +$177K +1,738 +3%
SAM
448
Securian Asset Management
Minnesota
$4.88M +$506K +4,968 +11%
BBVA
449
Banco Bilbao Vizcaya Argentaria
Spain
$4.85M +$340K +3,339 +7%
CIM
450
Contravisory Investment Management
Massachusetts
$4.78M +$4.87M +47,767 +1,432%

FISV Hedge Fund Activity: Q3 2022 in Review

1,345 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2022, worth a combined $53.7B — up 5.7% from $50.8B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new FISV positions and 92 closed out — a net gain of 31 holders — while 550 added to existing stakes and 471 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $245M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $1.41B.

  • 1,345 institutional investors held Fiserv Inc (FISV) as of Q3 2022, up from 1,328 in Q2 2022.
  • Funds reported $53.7B of Fiserv Inc stock for Q3 2022, up 5.7% quarter-over-quarter.
  • 123 funds opened new Fiserv Inc positions in Q3 2022 and 92 closed out, a net change of +31 holders.
  • The largest Fiserv Inc buyer in Q3 2022 was Arrowstreet Capital, an estimated $245M added.
  • The largest Fiserv Inc seller in Q3 2022 was Kohlberg Kravis Roberts & Co, an estimated $1.41B sold.

Based on aggregated 13F filings for Q3 2022.