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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
BP
926
Ballentine Partners
Massachusetts
$481K +$139K +1,360 +36%
JMFC
927
J.M. Forbes & Co
Massachusetts
$477K -$2.96K -29 -0.6%
PGH
928
Partners Group Holding
Switzerland
$474K
NIM
929
NuWave Investment Management
New Jersey
$474K +$516K +5,061 New
FIM
930
Freedom Investment Management
Connecticut
$472K -$3.97K -39 -0.8%
BAAM
931
Baker Avenue Asset Management
California
$469K -$1.64M -16,096 -76%
LAM
932
Lynch Asset Management
Pennsylvania
$467K -$510K -5,000 -50%
TCM
933
Tributary Capital Management
Nebraska
$463K +$504K +4,950 New
RGC
934
Roberts, Glore & Co
Illinois
$462K -$25.5K -250 -5%
OL
935
Optas LLC
Texas
$461K +$33.9K +333 +7%
STA
936
Summit Trail Advisors
New York
$459K -$57.1K -560 -10%
SDWMA
937
Schneider Downs Wealth Management Advisors
Pennsylvania
$459K +$2.75K +27 +0.6%
PRC
938
Pearl River Capital
Michigan
$458K -$1.08M -10,624 -68%
IAA
939
Independent Advisor Alliance
North Carolina
$457K +$102 +1 +0%
GCM
940
Graham Capital Management
Connecticut
$456K -$569K -5,586 -53%
EIP
941
Ellis Investment Partners
Pennsylvania
$456K
WPW
942
Waldron Private Wealth
Pennsylvania
$455K -$13.8K -135 -3%
MAM
943
Mystic Asset Management
Rhode Island
$450K +$4.59K +45 +0.9%
PCMC
944
Paragon Capital Management (Colorado)
Colorado
$449K
AT
945
Arden Trust
Delaware
$449K +$99.9K +980 +26%
VIM
946
Vista Investment Management
Pennsylvania
$445K +$29.1K +286 +6%
OWA
947
Outlook Wealth Advisors
Texas
$445K +$486K +4,765 New
MCM
948
MAI Capital Management
Ohio
$444K +$117K +1,148 +32%
KOCAA
949
Knights of Columbus Asset Advisors
Connecticut
$443K +$483K +4,738 New
CT
950
Caldwell Trust
Florida
$442K

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.