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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
IIA
801
ICW Investment Advisors
Arizona
$839K +$10.7K +106 +1%
FCM
802
Fortis Capital Management
Washington
$839K +$113K +1,116 +16%
FNT
803
First Nebraska Trust
Nebraska
$836K
ST
804
Spinnaker Trust
Maine
$832K +$62K +613 +8%
MPPLM
805
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$828K +$35.6K +352 +5%
AIC
806
Aurora Investment Counsel
Georgia
$827K +$230K +2,274 +39%
GC
807
Grimes & Company
Massachusetts
$819K
WT
808
Washington Trust
Rhode Island
$819K +$26.3K +260 +3%
GIM
809
Grassi Investment Management
California
$811K -$1.69M -16,665 -68%
WF
810
Wayfinding Financial
Washington
$798K +$405 +4 +0%
BCAM
811
Boston Common Asset Management
Massachusetts
$796K
PSP
812
Principal Street Partners
Tennessee
$785K +$538K +5,315 +219%
CHC
813
City Holding Co
West Virginia
$774K -$11.7K -116 -1%
SL
814
Stevard LLC
Illinois
$771K
KCM
815
Kathmere Capital Management
Pennsylvania
$765K -$116K -1,143 -13%
JIC
816
Johnson Investment Counsel
Ohio
$765K -$2.53K -25 -0.3%
LA
817
Latitude Advisors
Florida
$760K +$240K +2,372 +46%
IWC
818
Integrated Wealth Concepts
Massachusetts
$759K -$45.7K -452 -6%
APA
819
American Portfolios Advisors
New York
$756K -$36.4K -360 -5%
MCM
820
Manchester Capital Management
Vermont
$756K +$10.3K +102 +1%
Fisher Asset Management
821
Fisher Asset Management
Washington
$752K +$750K +7,414 New
APG
822
Abacus Planning Group
South Carolina
$751K
AG
823
AIA Group
Hong Kong
$751K +$229K +2,262 +44%
AWP
824
Abacus Wealth Partners
California
$743K -$2.94K -29 -0.4%
MPM
825
Meritage Portfolio Management
Kansas
$743K

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.