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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
P
701
Pitcairn
Pennsylvania
$1.34M +$225K +2,228 +20%
CA
702
Clearstead Advisors
Ohio
$1.3M +$36.9K +365 +3%
IFS
703
Ifrah Financial Services
Arkansas
$1.3M -$134K -1,320 -9%
AWC
704
Abundance Wealth Counselors
Pennsylvania
$1.29M +$155K +1,534 +14%
E
705
Ergoteles
New York
$1.28M +$1.28M +12,616 New
VPIM
706
Vanguard Personalized Indexing Management
California
$1.28M +$220K +2,173 +21%
AIIMS
707
Analyst IMS Investment Management Services
Israel
$1.27M -$188K -1,861 -13%
CBB
708
Citizens Business Bank
California
$1.27M -$2.7M -26,717 -68%
BCV
709
Banque Cantonale Vaudoise
Switzerland
$1.27M -$205K -2,024 -14%
SCMU
710
Steadfast Capital Management (UK)
United Kingdom
$1.27M +$1.26M +12,491 New
OQS
711
Occudo Quantitative Strategies
Florida
$1.27M +$256K +2,531 +25%
EFM
712
E Fund Management
China
$1.26M +$45.8K +453 +4%
BCM
713
Brookstone Capital Management
Illinois
$1.26M -$110K -1,086 -8%
WANY
714
Wealthspire Advisors (New York)
New York
$1.26M -$395K -3,904 -24%
Cetera Investment Advisers
715
Cetera Investment Advisers
Illinois
$1.25M -$88.2K -871 -7%
AC
716
Annandale Capital
Texas
$1.25M
PCA
717
Private Capital Advisors
Connecticut
$1.24M
BWM
718
BerganKDV Wealth Management
Minnesota
$1.24M +$71K +702 +6%
BAM
719
Blueshift Asset Management
New Jersey
$1.22M -$87K -860 -7%
BOC
720
Barbara Oil Co
Illinois
$1.22M
FCM
721
Fairbanks Capital Management
California
$1.22M -$260K -2,566 -18%
MBT
722
Montecito Bank & Trust
California
$1.21M -$13.9K -137 -1%
CG
723
Caprock Group
Idaho
$1.21M +$265K +2,619 +28%
OSAM
724
O'Shaughnessy Asset Management
Connecticut
$1.21M +$206K +2,038 +21%
HIA
725
Harbor Investment Advisory
Maryland
$1.2M +$77K +761 +7%

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.