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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
GI
676
GAMCO Investors
Connecticut
$1.51M +$192K +1,900 +15%
MOS
677
MGO One Seven
Ohio
$1.51M +$1.72K +17 +0.1%
BCM
678
Birch Capital Management
Texas
$1.48M +$36.9K +365 +3%
VIA
679
Vident Investment Advisory
Georgia
$1.47M -$1.21M -11,931 -45%
Fayez Sarofim & Co
680
Fayez Sarofim & Co
Texas
$1.47M
JCM
681
Jacobi Capital Management
Pennsylvania
$1.46M +$1.32K +13 +0.1%
PTC
682
Private Trust Company
Ohio
$1.45M -$84.9K -839 -6%
CSPIA
683
Cary Street Partners Investment Advisory
Virginia
$1.45M -$54.8K -541 -4%
V
684
Veritable
Delaware
$1.45M +$13.6K +134 +0.9%
DIA
685
Dean Investment Associates
Ohio
$1.44M +$22.3K +220 +2%
DSC
686
Duncker Streett & Co
Missouri
$1.43M -$57.7K -570 -4%
MNBTD
687
Moody National Bank Trust Division
Texas
$1.43M -$187K -1,850 -12%
FTDI
688
First Trust Direct Indexing
Massachusetts
$1.41M +$123K +1,214 +10%
FAIM
689
Financial Advocates Investment Management
Washington
$1.41M -$405 -4 -0%
TI
690
Tidal Investments
Wisconsin
$1.39M +$133K +1,312 +11%
LNWWM
691
Laird Norton Wetherby Wealth Management
California
$1.39M -$86.2K -852 -6%
LG
692
LaFleur & Godfrey
Michigan
$1.39M +$313K +3,095 +29%
HCM
693
Howland Capital Management
Massachusetts
$1.39M -$29K -287 -2%
AI
694
AdvisorShares Investments
Maryland
$1.37M +$115K +1,140 +9%
Cerity Partners
695
Cerity Partners
New York
$1.37M -$474K -4,684 -26%
PA
696
Pinnacle Associates
New York
$1.36M -$115K -1,135 -8%
FCH
697
Freestone Capital Holdings
Washington
$1.36M -$43K -425 -3%
GCMG
698
Gyroscope Capital Management Group
Florida
$1.36M +$159K +1,568 +13%
LC
699
Landaas & Company
Wisconsin
$1.35M
IBOK
700
Independence Bank of Kentucky
Kentucky
$1.34M +$37.4K +370 +3%

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.