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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
WA
976
Wambolt & Associates
Colorado
$428K -$607 -6 -0.1%
EWA
977
EP Wealth Advisors
California
$427K -$149K -1,470 -26%
DZ Bank
978
DZ Bank
Germany
$424K -$692K -6,839 -62%
Federated Hermes
979
Federated Hermes
Pennsylvania
$424K -$201K -1,990 -32%
CG
980
Cutler Group
California
$424K +$16.3K +161 +4%
JAFL
981
Jay A. Fishman Ltd
Michigan
$424K
CNBTD
982
Citizens National Bank Trust Department
Mississippi
$421K
DGI
983
Disciplined Growth Investors
Minnesota
$420K -$69.9K -691 -14%
SMC
984
Smith, Moore & Co
Missouri
$419K +$4.76K +47 +1%
WWM
985
Western Wealth Management
Colorado
$419K +$178K +1,757 +74%
VNB
986
Virginia National Bank
Virginia
$416K +$415K +4,100 New
CA
987
Crumly & Associates
Illinois
$415K -$1.32K -13 -0.3%
FHC
988
First Heartland Consultants
Missouri
$414K
BP
989
Ballentine Partners
Massachusetts
$414K +$42.8K +423 +12%
LWAC
990
Laurel Wealth Advisors (California)
California
$413K -$20.1K -199 -5%
WSFS
991
Wilmington Savings Fund Society
Delaware
$413K
WP
992
WMS Partners
Maryland
$411K
MWM
993
Minot Wealth Management
Massachusetts
$409K
RC
994
RBF Capital
California
$409K
PWP
995
Principle Wealth Partners
Connecticut
$407K
VCP
996
Vista Capital Partners
Oregon
$407K
SFA
997
Semmax Financial Advisors
North Carolina
$405K -$13.9K -137 -3%
AT
998
Arden Trust
Delaware
$404K +$96.4K +952 +31%
AMBIA
999
Allen Mooney & Barnes Investment Advisors
Georgia
$403K +$403K +3,977 New
KJHP
1000
K.J. Harrison & Partners
Ontario, Canada
$400K +$399K +3,945 New

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.