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FISV

Fiserv Inc

1,343 hedge funds and large institutions have $58.5B invested in Fiserv Inc in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 502 increasing their positions, 527 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 5570 (+15)

22% more call options, than puts

Call options by funds: $497M | Put options by funds: $406M

0.84% less ownership

Funds ownership: 89.65%88.8% (-0.84%)

4% less capital invested

Capital invested by funds: $61.2B → $58.5B (-$2.74B)

5% less repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 527

7% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,3591,343 (-16)

Holders
1,343
Holders Change
-16
Holders Change %
-1.18%
% of All Funds
21.18%
Holding in Top 10
70
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+27.27%
% of All Funds
1.1%
New
102
Increased
502
Reduced
527
Closed
110
Calls
$497M
Puts
$406M
Net Calls
+$90.6M
Net Calls Change
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
651
Annex Advisory Services
Wisconsin
$1.7M -$45.4K -449 -3%
RJT
652
Raymond James Trust
Florida
$1.7M +$58.6K +579 +4%
AC
653
Apogem Capital
New York
$1.7M -$2.19M -21,614 -56%
CP
654
CenterBook Partners
Connecticut
$1.69M -$288K -2,845 -15%
CQS
655
Credential Qtrade Securities
$1.68M +$71.2K +703 +4%
CT
656
Chicago Trust
Illinois
$1.67M -$127K -1,255 -7%
DHFB
657
Dixon Hubard Feinour & Brown
Virginia
$1.66M -$122K -1,210 -7%
SFG
658
Summit Financial Group
West Virginia
$1.65M
Jones Financial Companies
659
Jones Financial Companies
Missouri
$1.65M +$1.2M +11,846 +266%
RE
660
RBC Europe
United Kingdom
$1.65M -$876K -8,657 -35%
BBHC
661
Brown Brothers Harriman & Co
New York
$1.65M -$27.8K -275 -2%
BCA
662
Bray Capital Advisors
Florida
$1.64M -$142K -1,407 -8%
BSW
663
Buckingham Strategic Wealth
Missouri
$1.63M -$261K -2,580 -14%
NSIM
664
North Star Investment Management
Illinois
$1.62M
CB
665
Cadence Bank
Mississippi
$1.62M +$30.4K +300 +2%
PAM
666
Palisade Asset Management
Minnesota
$1.62M
SFI
667
Siemens Fonds Invest
Germany
$1.6M
NA
668
NewEdge Advisors
Louisiana
$1.59M +$292K +2,885 +23%
SDIC
669
South Dakota Investment Council
South Dakota
$1.59M -$553K -5,460 -26%
Verition Fund Management
670
Verition Fund Management
Connecticut
$1.58M -$89.3K -882 -5%
AP
671
AtonRa Partners
Switzerland
$1.57M -$1.28M -12,631 -45%
Wealthfront Advisers
672
Wealthfront Advisers
California
$1.56M -$829K -8,189 -35%
HWM
673
HB Wealth Management
Georgia
$1.56M +$146K +1,444 +10%
GCWM
674
Graham Capital Wealth Management
District of Columbia
$1.54M +$255K +2,520 +20%
WS
675
Wedbush Securities
California
$1.54M -$145K -1,428 -9%

FISV Hedge Fund Activity: Q1 2022 in Review

1,343 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2022, worth a combined $58.5B — down 4.5% from $61.2B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of FISV and 102 opened new positions — a net loss of 8 holders — while 527 trimmed existing stakes and 502 added.

The largest buyer was Veritas Asset Management, adding an estimated $217M. The largest seller was Massachusetts Financial Services, cutting an estimated $519M.

  • 1,343 institutional investors held Fiserv Inc (FISV) as of Q1 2022, down from 1,359 in Q4 2021.
  • Funds reported $58.5B of Fiserv Inc stock for Q1 2022, down 4.5% quarter-over-quarter.
  • 102 funds opened new Fiserv Inc positions in Q1 2022 and 110 closed out, a net change of -8 holders.
  • The largest Fiserv Inc buyer in Q1 2022 was Veritas Asset Management, an estimated $217M added.
  • The largest Fiserv Inc seller in Q1 2022 was Massachusetts Financial Services, an estimated $519M sold.

Based on aggregated 13F filings for Q1 2022.