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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
Verition Fund Management
751
Verition Fund Management
Connecticut
$1M +$481K +4,719 +78%
FIB
752
First Interstate Bank
Montana
$1M +$234K +2,293 +27%
SI
753
Stephens Inc
Arkansas
$994K +$205K +2,015 +23%
PVH
754
Psagot Value Holdings
Israel
$992K +$540K +5,300 +100%
LWM
755
Lionsbridge Wealth Management
Florida
$990K -$510 -5 -0%
HWAM
756
Hennion & Walsh Asset Management
New Jersey
$985K -$1.2M -11,738 -53%
AF
757
Advisornet Financial
Minnesota
$985K +$25.2K +247 +2%
GC
758
Gould Capital
Washington
$981K -$4.08K -40 -0.4%
WWA
759
WCG Wealth Advisors
Nevada
$968K -$31.6K -310 -3%
EH
760
Equitable Holdings
New York
$962K -$502K -4,931 -32%
PCM
761
Poehling Capital Management
Wisconsin
$956K -$81.9K -804 -7%
CA
762
Clearstead Advisors
Ohio
$952K -$301K -2,953 -22%
BCV
763
Banque Cantonale Vaudoise
Switzerland
$951K
AI
764
AXS Investments
New York
$939K -$101K -993 -9%
BC
765
Burney Company
Virginia
$939K +$7.64K +75 +0.8%
MGP
766
Metis Global Partners
California
$938K +$68.3K +670 +7%
VF
767
Virtu Financial
New York
$933K +$1.02M +9,968 New
LAIC
768
Lederer & Associates Investment Counsel
California
$932K -$9.27K -91 -0.9%
IAN
769
Integrated Advisors Network
Texas
$927K +$68.5K +672 +7%
FWCM
770
Ferguson Wellman Capital Management
Oregon
$923K -$26K -255 -3%
FCH
771
Freestone Capital Holdings
Washington
$918K -$25.1K -246 -2%
MSAM
772
Moloney Securities Asset Management
Missouri
$916K +$66.7K +655 +7%
KCM
773
Kendall Capital Management
Maryland
$914K -$2.55K -25 -0.3%
ST
774
Smithfield Trust
Pennsylvania
$914K +$134K +1,314 +16%
SW
775
SVB Wealth
Massachusetts
$913K +$350K +3,436 +54%

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.