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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
FMAEN1
926
Fund Management at Engine No 1
California
$510K +$509K +5,032 New
GP
927
Girard Partners
Pennsylvania
$507K -$936K -9,246 -65%
WA
928
WestEnd Advisors
North Carolina
$507K -$405 -4 Closed
BC
929
Bartlett & Co
Ohio
$497K +$3.04K +30 +0.6%
BCWM
930
Bartlett & Co Wealth Management
Ohio
$497K +$3.04K +30 +0.6%
SBIA
931
Sheaff Brock Investment Advisors
Indiana
$495K -$91.1K -900 -16%
RBA
932
Richard Bernstein Advisors
New York
$495K
EIP
933
Ellis Investment Partners
Pennsylvania
$494K
OC
934
Oppenheimer & Co
New York
$492K -$29.9K -295 -6%
IA
935
IFP Advisors
Florida
$492K +$415K +4,096 +170%
CCA
936
Checchi Capital Advisers
California
$490K +$56K +553 +13%
PCMC
937
Paragon Capital Management (Colorado)
Colorado
$487K
AIM
938
Allen Investment Management
New York
$480K -$12.6M -124,900 -96%
1SB
939
1ST Source Bank
Indiana
$480K
CT
940
Caldwell Trust
Florida
$479K
BWP
941
Baldwin Wealth Partners
Massachusetts
$478K -$46.9K -463 -9%
UCB
942
United Community Bank
South Carolina
$478K +$2.53K +25 +0.5%
SAM
943
Sompo Asset Management
Japan
$476K -$64.8K -640 -12%
PG
944
Pendal Group
Australia
$474K -$2.43K -24 -0.5%
IIM
945
InTrack Investment Management
Vermont
$471K -$134K -1,322 -22%
CTC
946
Central Trust Company
Missouri
$471K -$4.25K -42 -0.9%
MAM
947
Mystic Asset Management
Rhode Island
$470K +$113K +1,120 +32%
S
948
Seeyond
France
$468K +$182K +1,795 +63%
PM
949
Penbrook Management
New York
$466K -$223K -2,200 -32%
CIA
950
Citadel Investment Advisory
Ohio
$465K

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.