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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
LAM
751
Lynch Asset Management
Pennsylvania
$1.01M
AWM
752
Accurate Wealth Management
Florida
$1.01M +$413K +4,079 +69%
JFGIW
753
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.01M -$11.3K -112 -1%
FWCM
754
Ferguson Wellman Capital Management
Oregon
$996K -$37.2K -368 -4%
BPA
755
Beacon Pointe Advisors
California
$993K +$643K +6,350 +184%
CAAS
756
Capital Asset Advisory Services
Michigan
$990K +$297K +2,938 +43%
FFN
757
Focus Financial Network
Minnesota
$975K +$973K +9,617 New
YIH
758
Y-Intercept (HK)
Hong Kong
$972K +$970K +9,583 New
CBT
759
Central Bank & Trust
Kentucky
$971K
CA
760
Cetera Advisors
Colorado
$970K -$3.64K -36 -0.4%
IRF
761
IBM Retirement Fund
New York
$969K -$38.7K -382 -4%
RIA
762
Regal Investment Advisors
Michigan
$966K +$47.2K +466 +5%
MSAM
763
Moloney Securities Asset Management
Missouri
$962K -$60.7K -600 -6%
BCM
764
Brown Capital Management
Maryland
$960K
S
765
SimplyRich
California
$958K -$10.1K -100 -1%
VI
766
Vestcor Inc
New Brunswick, Canada
$953K +$207K +2,045 +28%
MGP
767
Metis Global Partners
California
$953K +$425K +4,195 +81%
RIM
768
Redpoint Investment Management
Australia
$952K -$377K -3,725 -28%
KIG
769
Kowal Investment Group
Wisconsin
$951K +$8.2K +81 +0.9%
MCC
770
Malaga Cove Capital
California
$951K +$106K +1,044 +13%
Carson Wealth (CWM LLC)
771
Carson Wealth (CWM LLC)
Nebraska
$940K -$2.59M -25,560 -73%
QT
772
Quantamental Technologies
New York
$940K +$938K +9,269 New
SW
773
SkyOak Wealth
Michigan
$938K -$20.3K -201 -2%
American Century Companies
774
American Century Companies
Missouri
$936K +$88.1K +870 +10%
AA
775
Addison Advisors
Vermont
$934K +$211K +2,080 +29%

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.