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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
BTW
901
Boston Trust Walden
Massachusetts
$551K
Jennison Associates
902
Jennison Associates
New York
$548K +$597K +5,857 New
CHC
903
City Holding Co
West Virginia
$547K -$73K -716 -11%
BOS
904
Bank of Stockton
California
$544K -$11.7K -115 -2%
APC
905
Aspire Private Capital
North Carolina
$543K +$579K +5,685 +4,818%
CIC
906
Chase Investment Counsel
Virginia
$542K
MWC
907
MBM Wealth Consultants
Missouri
$534K +$18.6K +183 +3%
OPS
908
Orion Portfolio Solutions
Nebraska
$532K +$52.9K +519 +10%
SIA
909
Schechter Investment Advisors
Michigan
$530K +$208K +2,042 +56%
BDF
910
Balasa Dinverno & Foltz
$530K +$276K +2,712 +92%
ETIA
911
Epic Trust Investment Advisors
Washington
$528K +$575K +5,647 New
LCM
912
LVM Capital Management
Michigan
$527K -$5.09K -50 -0.9%
SFP
913
Shepherd Financial Partners
Massachusetts
$526K
MMA
914
Miracle Mile Advisors
California
$526K +$573K +5,626 New
TCA
915
Transcend Capital Advisors
New Jersey
$525K +$8.87K +87 +2%
CC
916
Copperleaf Capital
North Carolina
$517K +$165K +1,624 +42%
FBC
917
Fairfield, Bush & Co
Connecticut
$514K -$117K -1,150 -17%
HH
918
Hilltop Holdings
Texas
$512K -$19.9K -195 -3%
NB
919
NBT Bank
New York
$507K
CI
920
Conning Inc
Connecticut
$505K -$33.5K -329 -6%
UCB
921
United Community Bank
South Carolina
$503K +$39.6K +389 +8%
RPCONE
922
Retirement Planning Company of New England
Rhode Island
$500K -$55K -540 -9%
Federated Hermes
923
Federated Hermes
Pennsylvania
$490K +$133K +1,307 +33%
SC
924
Savant Capital
Illinois
$488K -$44.8K -440 -8%
BA
925
Bridge Advisory
California
$487K

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.