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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
CPO
826
Cerity Partners OCIO
New York
$739K -$2.73K -27 -0.4%
SHGA
827
Sand Hill Global Advisors
California
$739K -$506 -5 -0.1%
WI
828
Wintrust Investments
Illinois
$733K -$55.7K -550 -7%
NB
829
Nicolet Bankshares
Wisconsin
$732K -$6.88K -68 -0.9%
AC
830
ASB Consultores
Florida
$730K +$20.5K +203 +3%
TFS
831
Thoroughbred Financial Services
Tennessee
$727K +$47.7K +471 +7%
MAM
832
Meeder Asset Management
Ohio
$724K +$722K +7,136 New
V
833
VeraBank
Texas
$723K
FL
834
Fort LP
Maryland
$720K -$149K -1,477 -17%
TAM
835
Townsend Asset Management
North Carolina
$714K
CWM
836
Chesapeake Wealth Management
Virginia
$713K -$17.2K -170 -2%
TMAM
837
Tokio Marine Asset Management
Japan
$713K +$58.5K +578 +9%
FIM
838
Freedom Investment Management
Connecticut
$711K -$1.47M -14,501 -67%
ANI
839
American National Insurance
Texas
$710K -$170K -1,680 -19%
DC
840
Dryden Capital
Florida
$710K +$202K +2,000 +40%
GCIA
841
Gabelli & Co Investment Advisers
New York
$709K +$30.4K +300 +4%
OTL
842
Oak Thistle LLC
New York
$705K +$703K +6,947 New
FBC
843
Fairfield, Bush & Co
Connecticut
$704K -$172K -1,700 -20%
EWS
844
Evergreen Wealth Solutions
Pennsylvania
$700K +$18.5K +183 +3%
GRP
845
Global Retirement Partners
California
$700K +$731K +7,226 New
AAM
846
Aureus Asset Management
Massachusetts
$698K
RPCONE
847
Retirement Planning Company of New England
Rhode Island
$685K +$170K +1,680 +33%
WB
848
WesBanco Bank
West Virginia
$679K
AssetMark Inc
849
AssetMark Inc
California
$675K +$25.4K +251 +4%
Wolverine Trading
850
Wolverine Trading
Illinois
$674K -$4.73M -46,749 -88%

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.