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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
VHMC
526
Value Holdings Management Company
New York
$3.28M
DRD
527
Dennis R. Delaney
$3.27M +$3.56M +34,954 New
GT
528
Glenview Trust
Kentucky
$3.25M -$22.2K -218 -0.6%
HVM
529
Harvest Volatility Management
Connecticut
$3.22M -$145K -1,425 -4%
MCM
530
Monarch Capital Management
Indiana
$3.21M -$116K -1,142 -3%
VanEck Associates
531
VanEck Associates
New York
$3.19M +$238K +2,331 +7%
QIM
532
Quantitative Investment Management
Virginia
$3.18M +$3.46M +34,000 New
CFG
533
Citizens Financial Group
Rhode Island
$3.16M -$10.4K -102 -0.3%
CCFCSB
534
Cape Cod Five Cents Savings Bank
Massachusetts
$3.13M +$113K +1,106 +3%
PAMG
535
Patton Albertson Miller Group
Tennessee
$3.11M +$96K +942 +3%
NIM
536
Nicollet Investment Management
Minnesota
$3.11M +$70.3K +690 +2%
IIC
537
Ironwood Investment Counsel
Arizona
$3.1M +$438K +4,299 +15%
SG
538
Stonnington Group
California
$3.07M +$316K +3,100 +11%
BSA
539
Bull Street Advisors
Georgia
$3.05M +$5.09K +50 +0.2%
BRWA
540
B. Riley Wealth Advisors
Florida
$3.04M +$312K +3,066 +10%
SWM
541
Sendero Wealth Management
Texas
$3.01M +$1.23M +12,085 +60%
BWA
542
BDO Wealth Advisors
Florida
$3M -$14.8K -145 -0.4%
BIM
543
Bridges Investment Management
Nebraska
$2.96M
MWM
544
Madison Wealth Management
Ohio
$2.91M +$292K +2,865 +10%
UCFA
545
United Capital Financial Advisors
Texas
$2.87M -$543K -5,332 -15%
ABP
546
Arthur B. Page
$2.87M -$73.7K -723 -2%
CAPTRUST Financial Advisors
547
CAPTRUST Financial Advisors
North Carolina
$2.84M +$948K +9,304 +44%
SC
548
SouthState Corp
Florida
$2.84M +$38.3K +376 +1%
TC
549
TownSquare Capital
Utah
$2.83M -$262K -2,571 -8%
CB
550
Cadence Bank
Mississippi
$2.83M +$1.45M +14,225 +89%

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.