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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
SYBT
826
Stock Yards Bank & Trust
Kentucky
$728K +$250K +2,449 +46%
JF
827
Jump Financial
Illinois
$725K +$790K +7,753 New
KIG
828
Kowal Investment Group
Wisconsin
$722K -$90.7K -890 -10%
ST
829
Spinnaker Trust
Maine
$722K -$49.9K -490 -6%
PSP
830
Principal Street Partners
Tennessee
$722K +$2.75K +27 +0.4%
FA
831
FDx Advisors
Illinois
$722K +$504K +4,949 +179%
AP
832
AtonRa Partners
Switzerland
$719K +$2.65K +26 +0.3%
SWP
833
Stratos Wealth Partners
Ohio
$716K -$51K -500 -6%
SL
834
Stevard LLC
Illinois
$711K +$774K +7,600 New
TA
835
Tectonic Advisors
Texas
$707K +$70.1K +688 +10%
IWC
836
Integrated Wealth Concepts
Massachusetts
$706K +$3.77K +37 +0.5%
DTL
837
Dynamic Technology Lab
Singapore
$700K +$763K +7,485 New
ZCA
838
Zeke Capital Advisors
Pennsylvania
$697K -$13K -128 -2%
APG
839
Abacus Planning Group
South Carolina
$693K
CI
840
Cigna Investments
Connecticut
$691K -$35.1K -344 -4%
SW
841
SkyOak Wealth
Michigan
$690K -$116K -1,139 -13%
CA
842
Cetera Advisors
Colorado
$689K -$126K -1,233 -14%
BCAM
843
Boston Common Asset Management
Massachusetts
$689K
MPM
844
Meritage Portfolio Management
Kansas
$686K
AWP
845
Abacus Wealth Partners
California
$686K
GCIA
846
Gabelli & Co Investment Advisers
New York
$682K -$30.6K -300 -4%
AAP
847
Arax Advisory Partners
Colorado
$681K +$408K +4,000 +122%
CPO
848
Cerity Partners OCIO
New York
$678K
MCM
849
Manchester Capital Management
Vermont
$675K
WIA
850
Westbourne Investment Advisors
Maryland
$670K -$23.7K -233 -3%

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.