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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
SFP
901
Shepherd Financial Partners
Massachusetts
$570K -$49.2K -486 -8%
TCA
902
Transcend Capital Advisors
New Jersey
$568K -$911 -9 -0.2%
IFG
903
Independent Financial Group
California
$563K +$342K +3,375 +155%
CCM
904
Coldstream Capital Management
Washington
$562K -$68.2K -674 -11%
FFM
905
Forum Financial Management
Illinois
$561K -$95.1K -940 -15%
VIM
906
Vista Investment Management
Pennsylvania
$560K +$15.7K +155 +3%
Los Angeles Capital Management
907
Los Angeles Capital Management
California
$560K +$230K +2,274 +70%
NB
908
NBT Bank
New York
$550K -$2.53K -25 -0.5%
WPW
909
Waldron Private Wealth
Pennsylvania
$546K +$151K +1,496 +38%
GW
910
GW & Wade
Massachusetts
$545K +$168K +1,658 +45%
ECM
911
Evergreen Capital Management
Washington
$540K -$68.8K -680 -11%
MMA
912
Miracle Mile Advisors
California
$535K +$534K +5,279 New
RGC
913
Roberts, Glore & Co
Illinois
$533K
SCF
914
Sante Capital Fund
Texas
$530K +$529K +5,229 New
OPS
915
Orion Portfolio Solutions
Nebraska
$528K +$109K +1,079 +26%
MCM
916
Maryland Capital Management
Maryland
$527K -$72.4K -715 -12%
BA
917
Bridge Advisory
California
$527K
LCS
918
Levin Capital Strategies
New York
$527K
Assenagon Asset Management
919
Assenagon Asset Management
Luxembourg
$521K -$70.7K -699 -12%
BFO
920
Boston Family Office
Massachusetts
$521K
JMFC
921
J.M. Forbes & Co
Massachusetts
$520K
MWC
922
MBM Wealth Consultants
Missouri
$517K +$20.5K +203 +4%
HI
923
Horizon Investments
North Carolina
$516K +$80.8K +798 +19%
PHK
924
Point72 Hong Kong
Hong Kong
$516K +$378K +3,738 +277%
IAA
925
Ironsides Asset Advisors
North Carolina
$512K

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.