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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
AAS
801
Avantax Advisory Services
Texas
$819K -$7.54K -74 -0.8%
VC
802
Veracity Capital
Georgia
$818K +$815 +8 +0.1%
WT
803
Whittier Trust
California
$815K +$300K +2,940 +51%
FFA
804
First Foundation Advisors
California
$813K -$1.86M -18,222 -68%
WF
805
Wayfinding Financial
Washington
$804K +$25.5K +250 +3%
VWM
806
Venturi Wealth Management
Texas
$800K -$18.3K -180 -2%
GIP
807
Granite Investment Partners
California
$799K -$51K -500 -6%
MCM
808
Mitchell Capital Management
Kansas
$797K
BPA
809
Beacon Pointe Advisors
California
$792K -$62.5K -613 -7%
Los Angeles Capital Management
810
Los Angeles Capital Management
California
$792K +$321K +3,153 +59%
APA
811
American Portfolios Advisors
New York
$781K +$14.7K +144 +2%
PBO
812
Peoples Bank (Ohio)
Ohio
$776K -$43.3K -425 -5%
IIA
813
ICW Investment Advisors
Arizona
$776K +$102 +1 +0%
ACS
814
Archford Capital Strategies
Illinois
$776K +$19.3K +189 +2%
VFA
815
Voya Financial Advisors
Connecticut
$771K +$163K +1,601 +25%
RP
816
Riverwater Partners
Wisconsin
$771K +$583K +5,720 +227%
FNT
817
First Nebraska Trust
Nebraska
$771K -$1.02K -10 -0.1%
SWM
818
Segment Wealth Management
Texas
$769K -$6.93K -68 -0.8%
WJWM
819
Williams Jones Wealth Management
New York
$762K
Brown Advisory
820
Brown Advisory
Maryland
$760K -$304K -2,979 -27%
GC
821
Grimes & Company
Massachusetts
$756K
FCM
822
Fortis Capital Management
Washington
$755K -$1.63K -16 -0.2%
WT
823
Washington Trust
Rhode Island
$744K
JIC
824
Johnson Investment Counsel
Ohio
$742K
AG
825
AIA Group
Hong Kong
$730K -$490K -4,809 -38%

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.