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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
1SB
951
1ST Source Bank
Indiana
$441K -$2.04K -20 -0.4%
BWP
952
Baldwin Wealth Partners
Massachusetts
$441K
AssetMark Inc
953
AssetMark Inc
California
$440K -$9.58K -94 -2%
CCA
954
Checchi Capital Advisers
California
$437K +$4.48K +44 +1%
KA
955
Kintegral Advisory
New York
$435K
SP
956
Symmetry Partners
Connecticut
$435K +$81.1K +796 +21%
OC
957
Oppenheimer & Co
New York
$432K -$12.1K -119 -3%
CTC
958
Central Trust Company
Missouri
$432K -$3.06K -30 -0.6%
BFO
959
Boston Family Office
Massachusetts
$428K -$57.5K -564 -11%
AWM
960
Apollon Wealth Management
South Carolina
$422K +$62.7K +615 +16%
PM
961
Penbrook Management
New York
$421K -$9.27K -91 -2%
CCM
962
Condor Capital Management
New Jersey
$421K
LWAM
963
Legacy Wealth Asset Management
Minnesota
$421K +$459K +4,500 New
PAS
964
Park Avenue Securities
New York
$419K +$16.6K +163 +4%
QCG
965
Quadrant Capital Group
Ohio
$418K +$63.8K +626 +16%
SAM
966
Steinberg Asset Management
New York
$414K -$465K -4,561 -51%
SPI
967
Santori & Peters Inc
Pennsylvania
$414K
WWM
968
Western Wealth Management
Colorado
$411K +$58.2K +571 +15%
KWA
969
KCS Wealth Advisory
California
$410K
SBIA
970
Sheaff Brock Investment Advisors
Indiana
$410K
LWMM
971
Legacy Wealth Management (Mississippi)
Mississippi
$409K +$445K +4,371 New
CA
972
Crumly & Associates
Illinois
$408K +$2.65K +26 +0.6%
TIA
973
Tiemann Investment Advisors
California
$407K +$6.62K +65 +2%
LC
974
Lindbrook Capital
California
$406K +$16.8K +165 +4%
ECM
975
Evergreen Capital Management
Washington
$405K +$57.7K +566 +15%

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.