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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
IP
951
Intellectus Partners
California
$464K -$32.8K -324 -7%
KA
952
Kintegral Advisory
New York
$462K +$10.3K +102 +2%
MA
953
Mutual Advisors
Nebraska
$461K -$80.8K -798 -15%
BRWM
954
B. Riley Wealth Management
Tennessee
$461K -$3.75K -37 -0.8%
SIM
955
Sentry Investment Management
Wisconsin
$460K +$460K +4,541 New
CCM
956
Condor Capital Management
New Jersey
$456K
TWM
957
Thrive Wealth Management
Pennsylvania
$454K +$80.1K +791 +21%
DJSG
958
D.J. St. Germain
Massachusetts
$453K
UAML
959
US Asset Management LLC
Pennsylvania
$451K
SPI
960
Santori & Peters Inc
Pennsylvania
$450K -$47.1K -465 -9%
ETC
961
Exchange Traded Concepts
Oklahoma
$448K -$87.7K -867 -16%
OL
962
Optas LLC
Texas
$446K -$11.4K -113 -3%
FPS
963
Fieldpoint Private Securities
Connecticut
$445K -$633K -6,255 -59%
KWA
964
KCS Wealth Advisory
California
$444K
GD
965
Grandfield & Dodd
New York
$440K
KA
966
Kovack Advisors
Florida
$439K +$2.43K +24 +0.6%
OWA
967
Opal Wealth Advisors
New York
$439K +$74.9K +740 +21%
BCM
968
Becker Capital Management
Oregon
$436K -$63.9K -631 -13%
MMG
969
Monetary Management Group
Missouri
$436K -$35.4K -350 -8%
FHA
970
Flagship Harbor Advisors
Massachusetts
$435K -$185K -1,825 -30%
TIS
971
Tortoise Index Solutions
Kansas
$435K -$75.6K -747 -15%
TIA
972
Tiemann Investment Advisors
California
$434K -$16.7K -165 -4%
FNBTCON
973
First National Bank & Trust Co of Newtown
Pennsylvania
$434K
PAS
974
Park Avenue Securities
New York
$433K +$36.7K +363 +9%
CIA
975
Capital Investment Advisors
Georgia
$428K -$9.01K -89 -2%

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.