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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
WEG
1001
World Equity Group
Illinois
$398K +$397K +3,926 New
CCA
1002
Covey Capital Advisors
Georgia
$397K -$8.2K -81 -2%
CC
1003
Copperleaf Capital
North Carolina
$395K +$12.2K +121 +3%
H
1004
HoyleCohen
California
$395K +$49.6K +490 +14%
MFS
1005
Madrona Financial Services
Washington
$393K
IC
1006
Intersect Capital
California
$391K -$5.46K -54 -1%
SP
1007
Symmetry Partners
Connecticut
$390K
PCA
1008
Personal Capital Advisors
California
$385K -$74.7K -738 -16%
WP
1009
Waycross Partners
Kentucky
$385K +$385K +3,800 New
9WM
1010
9258 Wealth Management
Ohio
$384K +$111K +1,100 +41%
MCM
1011
MAI Capital Management
Ohio
$382K +$70.9K +701 +23%
HTC
1012
Haverford Trust Company
Pennsylvania
$381K -$2.83K -28 -0.7%
CIC
1013
Carnegie Investment Counsel
Ohio
$380K -$34.4K -340 -8%
FPIS
1014
Financial Planning & Information Services
Wisconsin
$380K +$380K +3,750 New
TPWA
1015
TRUE Private Wealth Advisors
Oregon
$376K +$10.3K +102 +3%
YIA
1016
YHB Investment Advisors
Connecticut
$371K
LGA
1017
Lebenthal Global Advisors
New York
$371K +$82.1K +811 +28%
NIMI
1018
Natixis Investment Managers International
France
$368K +$200K +1,976 +119%
BFM
1019
Boston Financial Management
Massachusetts
$365K -$17K -168 -4%
WCA
1020
Waypoint Capital Advisors
Minnesota
$365K +$60.6K +599 +20%
AAS
1021
Avantax Advisory Services
Texas
$357K +$45.5K +450 +15%
SFA
1022
Sequoia Financial Advisors
Ohio
$357K +$356K +3,521 New
WA
1023
WP Advisors
California
$357K +$357K +3,523 New
MLL
1024
Moody Lynn & Lieberson
Massachusetts
$356K
RP
1025
Riverbridge Partners
Minnesota
$355K -$94.5K -934 -21%

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.