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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
NIG
651
NFJ Investment Group
Texas
$1.73M +$793K +7,778 +67%
CT
652
Chicago Trust
Illinois
$1.67M +$125K +1,224 +7%
HR
653
Howe & Rusling
New York
$1.66M -$47.1K -462 -3%
MYAM
654
Meiji Yasuda Asset Management
Japan
$1.64M -$97.8K -960 -5%
LS
655
Livforsakringsbolaget Skandia
Sweden
$1.63M -$642K -6,300 -27%
Two Sigma Advisers
656
Two Sigma Advisers
New York
$1.61M +$1.75M +17,200 New
UB
657
UMB Bank
Missouri
$1.6M -$252K -2,475 -13%
BCM
658
Birch Capital Management
Texas
$1.6M +$41K +402 +2%
WGCA
659
Wolf Group Capital Advisors
Virginia
$1.59M -$12K -118 -0.7%
RF
660
Robbins Farley
New Hampshire
$1.59M +$9.38K +92 +0.5%
LNWWM
661
Laird Norton Wetherby Wealth Management
California
$1.59M +$261K +2,563 +18%
GCMG
662
Gyroscope Capital Management Group
Florida
$1.58M +$78.3K +768 +5%
HWM
663
HB Wealth Management
Georgia
$1.58M +$116K +1,143 +7%
MWM
664
Mission Wealth Management
California
$1.57M -$1.73K -17 -0.1%
AC
665
Apogem Capital
New York
$1.57M
Vontobel Holding
666
Vontobel Holding
Switzerland
$1.57M -$879K -8,630 -34%
KTM
667
Keeler Thomas Management
Utah
$1.55M +$85.7K +841 +5%
SPIA
668
Steward Partners Investment Advisory
New York
$1.55M -$374K -3,668 -18%
LG
669
LaFleur & Godfrey
Michigan
$1.55M +$93.2K +915 +6%
BSW
670
Buckingham Strategic Wealth
Missouri
$1.54M +$13.6K +133 +0.8%
CQS
671
Credential Qtrade Securities
$1.54M -$30.2K -296 -2%
FNBOMD
672
First National Bank of Mount Dora
Florida
$1.53M -$1.97M -19,376 -54%
AIL
673
AGF Investments LLC
Ontario, Canada
$1.53M +$657K +6,446 +65%
JCM
674
Jacobi Capital Management
Pennsylvania
$1.52M +$94.9K +931 +6%
NA
675
NewEdge Advisors
Louisiana
$1.5M +$472K +4,632 +40%

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.