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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
PCA
726
Private Capital Advisors
Connecticut
$1.15M
SAM
727
Seelaus Asset Management
New Jersey
$1.14M +$450K +4,420 +57%
AA
728
ALPS Advisors
Colorado
$1.13M -$233K -2,285 -16%
BOC
729
Barbara Oil Co
Illinois
$1.12M
SC
730
Sawyer & Company
Massachusetts
$1.12M +$58.1K +570 +5%
KA
731
Kovack Advisors
Florida
$1.12M +$941K +9,234 +336%
RWM
732
Ritholtz Wealth Management
New York
$1.12M +$1.22M +11,965 New
MBT
733
Montecito Bank & Trust
California
$1.12M +$16.1K +158 +1%
DSC
734
Duncker Streett & Co
Missouri
$1.11M -$224K -2,200 -16%
TI
735
Tidal Investments
Wisconsin
$1.11M -$6.11K -60 -0.5%
WANY
736
Wealthspire Advisors (New York)
New York
$1.11M -$233K -2,285 -16%
P
737
Pitcairn
Pennsylvania
$1.1M -$107K -1,054 -8%
Cetera Investment Advisers
738
Cetera Investment Advisers
Illinois
$1.1M -$98K -962 -8%
GT
739
Greenleaf Trust
Michigan
$1.09M +$105K +1,031 +10%
S
740
SignatureFD
Georgia
$1.09M +$171K +1,675 +17%
AIIMS
741
Analyst IMS Investment Management Services
Israel
$1.07M -$47.9K -470 -4%
CA
742
Callahan Advisors
Texas
$1.07M
SCP
743
Shorepoint Capital Partners
Massachusetts
$1.05M +$14.1K +138 +1%
CCA
744
Column Capital Advisors
Indiana
$1.03M
GWA
745
GGM Wealth Advisors
Maryland
$1.03M
BL
746
Balentine LLC
Georgia
$1.02M +$237K +2,328 +27%
TFA
747
Transamerica Financial Advisors
Florida
$1.02M -$109K -1,074 -9%
MS
748
Maven Securities
Jersey
$1.02M +$1.11M +10,871 New
PA
749
Pinnacle Associates
New York
$1.01M +$148K +1,453 +15%
MAM
750
Meeder Asset Management
Ohio
$1.01M +$240K +2,359 +28%

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.