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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
V
851
VeraBank
Texas
$667K
IA
852
IFP Advisors
Florida
$667K +$242K +2,371 +36%
ACA
853
Atlas Capital Advisors
Wyoming
$664K +$692K +6,795 +2,221%
HSA
854
HBK Sorce Advisory
Pennsylvania
$662K +$11.7K +115 +2%
FFM
855
Forum Financial Management
Illinois
$657K +$37.8K +371 +6%
DC
856
Dryden Capital
Florida
$655K
SHGA
857
Sand Hill Global Advisors
California
$654K -$1.73K -17 -0.2%
SAM
858
Sompo Asset Management
Japan
$654K +$81.5K +800 +13%
CGL
859
Clarius Group LLC
Washington
$650K +$43.2K +424 +7%
CWM
860
Chesapeake Wealth Management
Virginia
$649K -$10.2K -100 -1%
NB
861
Nicolet Bankshares
Wisconsin
$648K
AAM
862
Aureus Asset Management
Massachusetts
$644K
TAM
863
Townsend Asset Management
North Carolina
$640K
SSWM
864
Sheets Smith Wealth Management
North Carolina
$640K +$697K +6,836 New
SIA
865
Strategic Investment Advisors
Michigan
$637K +$694K +6,806 New
WI
866
Wahed Invest
New York
$636K +$43.9K +431 +7%
GIM
867
Goelzer Investment Management
Indiana
$635K -$3.18M -31,174 -82%
WIS
868
Wright Investors Service
Connecticut
$635K +$204 +2 +0%
PI
869
PEAK6 Investments
Illinois
$635K +$692K +6,790 New
CBT
870
Central Bank & Trust
Kentucky
$632K -$288K -2,829 -30%
CAC
871
Certified Advisory Corp
Florida
$622K
TAM
872
Trust Asset Management
Texas
$622K +$37.9K +372 +6%
IFWM
873
Institute for Wealth Management
Colorado
$621K +$4.18K +41 +0.6%
MCM
874
Maryland Capital Management
Maryland
$616K +$176K +1,725 +35%
SLF
875
Sun Life Financial
Ontario, Canada
$615K -$186K -1,824 -22%

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.