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
GLA
451
Great Lakes Advisors
Illinois
$4.78M +$4.48M +43,977 +621%
JGUA
452
John G. Ullman & Associates
New York
$4.71M +$334K +3,275 +7%
CWM
453
CIBC World Markets
New York
$4.69M -$6.52M -63,991 -56%
KRS
454
Kentucky Retirement Systems
Kentucky
$4.68M +$702K +6,888 +16%
SMDAM
455
Sumitomo Mitsui DS Asset Management
Japan
$4.68M +$324K +3,175 +7%
ACA
456
Aptus Capital Advisors
Alabama
$4.68M +$5.1M +50,031 New
SAM
457
Smithbridge Asset Management
Pennsylvania
$4.64M +$102K +997 +2%
WIC
458
Wilkins Investment Counsel
Massachusetts
$4.63M -$80K -785 -2%
HPC
459
HM Payson & Co
Maine
$4.63M -$2.34K -23 -0%
HEIP
460
Hudson Edge Investment Partners
New Jersey
$4.62M -$53.6K -526 -1%
RMC
461
Resources Management Corp
Connecticut
$4.62M -$117K -1,150 -2%
NME
462
Notis-McConarty Edward
$4.61M +$35.6K +349 +0.7%
ACM
463
Ayrshire Capital Management
Connecticut
$4.59M +$628K +6,167 +14%
OC
464
Oarsman Capital
Wisconsin
$4.56M +$22.4K +220 +0.5%
AI
465
Atria Investments
North Carolina
$4.5M +$525K +5,152 +12%
AF
466
Ally Financial
Michigan
$4.49M
HWM
467
Hohimer Wealth Management
Washington
$4.47M +$13.5K +132 +0.3%
EP
468
Edgestream Partners
New Jersey
$4.39M +$4.49M +44,032 +1,539%
ANBT
469
American National Bank & Trust
Texas
$4.38M -$62K -608 -1%
KS
470
Karpas Strategies
Connecticut
$4.37M -$5.09K -50 -0.1%
IAIM
471
Industrial Alliance Investment Management
Quebec, Canada
$4.36M +$111K +1,091 +2%
MS
472
Marshall & Sullivan
Washington
$4.36M +$9.27K +91 +0.2%
EI
473
Ethic Inc
New York
$4.35M +$878K +8,616 +23%
National Bank of Canada
474
National Bank of Canada
Quebec, Canada
$4.35M -$153K -1,501 -3%
JC
475
Jacobs & Co
California
$4.34M +$82.8K +813 +2%

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.