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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
VCA
501
Verdence Capital Advisors
Maryland
$3.72M -$15.4K -151 -0.4%
HT
502
Heritage Trust
Oklahoma
$3.68M +$626K +6,146 +19%
RMCM
503
Reynders McVeigh Capital Management
Massachusetts
$3.67M -$50.1K -492 -1%
AWM
504
AE Wealth Management
Kansas
$3.61M +$1.08M +10,564 +38%
TSS
505
Thomas Story & Son
Indiana
$3.6M -$268K -2,625 -6%
PAM
506
Panagora Asset Management
Massachusetts
$3.59M +$891K +8,748 +30%
MLICM
507
Metropolitan Life Insurance Company (MetLife)
New York
$3.56M +$310K +3,039 +9%
SAM
508
Selway Asset Management
$3.55M -$49K -481 -1%
KP
509
Keel Point
Alabama
$3.55M -$400K -3,930 -9%
MKC
510
M. Kraus & Co
Vermont
$3.55M -$78.5K -770 -2%
CP
511
CenterBook Partners
Connecticut
$3.53M -$25.7K -252 -0.7%
GWM
512
Graybill Wealth Management
Illinois
$3.53M +$70.3K +690 +2%
GWM
513
Geneos Wealth Management
Colorado
$3.52M +$7.13K +70 +0.2%
KA
514
KLCM Advisors
Wisconsin
$3.51M
IMRF
515
Illinois Municipal Retirement Fund
Illinois
$3.5M
CGH
516
Crossmark Global Holdings
Texas
$3.46M -$8.68M -85,144 -70%
PI
517
Putnam Investments
Massachusetts
$3.44M +$3.51M +34,444 +1,455%
Capstone Investment Advisors
518
Capstone Investment Advisors
New York
$3.43M +$193K +1,891 +5%
ATC
519
Argent Trust Co
Tennessee
$3.4M -$74K -726 -2%
FM
520
Freemont Management
Switzerland
$3.35M -$91.7K -900 -2%
RSWM
521
Robertson Stephens Wealth Management
California
$3.33M -$304K -2,988 -8%
GF
522
Gabelli Funds
New York
$3.31M -$173K -1,700 -5%
DILIC
523
Dai-ichi Life Insurance Company
Japan
$3.3M
LCM
524
Linker Capital Management
Kentucky
$3.29M
PA
525
Profund Advisors
Maryland
$3.28M -$197K -1,932 -5%

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.