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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
MIAS
776
Mason Investment Advisory Services
Virginia
$930K -$766K -7,572 -45%
SAM
777
Steinberg Asset Management
New York
$928K -$1.22K -12 -0.1%
SWM
778
Segment Wealth Management
Texas
$926K +$44.5K +440 +5%
GIP
779
Granite Investment Partners
California
$917K -$261K -2,579 -22%
LSC
780
Lyon Street Capital
California
$913K -$202K -2,000 -18%
SLF
781
Sun Life Financial
Ontario, Canada
$908K -$5.97K -59 -0.7%
KFI
782
Key Financial Inc
Pennsylvania
$903K
AIM
783
Achmea Investment Management
Netherlands
$899K
AIL
784
AGF Investments LLC
Ontario, Canada
$899K +$897K +8,862 New
CIA
785
Choate Investment Advisors
Massachusetts
$897K -$123K -1,215 -12%
VWM
786
Venturi Wealth Management
Texas
$893K +$3.04K +30 +0.3%
PBO
787
Peoples Bank (Ohio)
Ohio
$891K +$2.53K +25 +0.3%
Koshinski Asset Management
788
Koshinski Asset Management
Illinois
$889K -$10.5K -104 -1%
IAN
789
Integrated Advisors Network
Texas
$885K +$94.6K +935 +12%
VC
790
Veracity Capital
Georgia
$885K +$196K +1,940 +29%
SWP
791
Stratos Wealth Partners
Ohio
$875K +$107K +1,057 +14%
D.E. Shaw & Co
792
D.E. Shaw & Co
New York
$875K +$874K +8,634 New
IDA
793
Intelligence Driven Advisers
California
$873K
MCM
794
Mitchell Capital Management
Kansas
$864K
ZCA
795
Zeke Capital Advisors
Pennsylvania
$863K +$426K +4,205 +98%
ST
796
Smithfield Trust
Pennsylvania
$859K +$19.2K +190 +2%
VVP
797
Venture Visionary Partners
Ohio
$849K
ACS
798
Archford Capital Strategies
Illinois
$844K +$42.4K +419 +5%
PFO
799
Pathstone Family Office
New Jersey
$844K +$387K +3,819 +85%
WIA
800
Westbourne Investment Advisors
Maryland
$842K -$48K -474 -5%

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.