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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
OWA
976
Opal Wealth Advisors
New York
$404K +$9.07K +89 +2%
EFL
977
ERn Financial LLC
Wisconsin
$403K -$3.67K -36 -0.8%
CNBTD
978
Citizens National Bank Trust Department
Mississippi
$402K
FNBTCON
979
First National Bank & Trust Co of Newtown
Pennsylvania
$400K
AP
980
Appleton Partners
Massachusetts
$397K -$24.5K -240 -5%
CIA
981
Citadel Investment Advisory
Ohio
$397K
EWS
982
Evergreen Wealth Solutions
Pennsylvania
$396K -$184K -1,808 -30%
SMC
983
Smith, Moore & Co
Missouri
$396K
DJSG
984
D.J. St. Germain
Massachusetts
$395K
IAA
985
Ironsides Asset Advisors
North Carolina
$395K +$5.61K +55 +1%
H
986
HoyleCohen
California
$394K
JAFL
987
Jay A. Fishman Ltd
Michigan
$391K
SS
988
Simplicity Solutions
Minnesota
$389K +$92.5K +908 +28%
MFG
989
Merit Financial Group
Georgia
$388K +$204 +2 +0%
SIM
990
Sentry Investment Management
Wisconsin
$388K +$9.78K +96 +2%
BC
991
Bartlett & Co
Ohio
$386K +$1.12K +11 +0.3%
BCWM
992
Bartlett & Co Wealth Management
Ohio
$386K +$1.12K +11 +0.3%
Lido Advisors
993
Lido Advisors
California
$385K +$34.4K +338 +9%
9WM
994
9258 Wealth Management
Ohio
$383K -$34.8K -341 -8%
IP
995
Intellectus Partners
California
$383K
CA
996
Continuum Advisory
Idaho
$382K +$18.1K +178 +5%
LI
997
Lafayette Investments
Maryland
$381K -$107K -1,050 -20%
WA
998
Wambolt & Associates
Colorado
$380K
WEG
999
World Equity Group
Illinois
$380K +$9.07K +89 +2%
PG
1000
Pendal Group
Australia
$379K -$25.1K -246 -6%

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.