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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
BCM
1001
Becker Capital Management
Oregon
$376K -$1.02K -10 -0.2%
SIC
1002
Salem Investment Counselors
North Carolina
$374K -$605K -5,934 -60%
WSFS
1003
Wilmington Savings Fund Society
Delaware
$374K -$7.75K -76 -2%
VCP
1004
Vista Capital Partners
Oregon
$374K -$1.22K -12 -0.3%
RC
1005
RBF Capital
California
$374K
CL
1006
CSS LLC
Illinois
$374K +$408K +4,000 New
GP
1007
Girard Partners
Pennsylvania
$373K +$9.38K +92 +2%
EWA
1008
Exencial Wealth Advisors
Oklahoma
$373K +$9.99K +98 +3%
AMBIA
1009
Allen Mooney & Barnes Investment Advisors
Georgia
$372K
CAMG
1010
CWA Asset Management Group
Florida
$372K +$98.2K +964 +32%
CIA
1011
Capital Investment Advisors
Georgia
$367K -$9.27K -91 -2%
MFS
1012
Madrona Financial Services
Washington
$361K -$4.28K -42 -1%
SBH
1013
Segall Bryant & Hamill
Illinois
$360K +$391K +3,840 New
NP
1014
NorthRock Partners
Minnesota
$359K +$392K +3,842 New
BAM
1015
Belpointe Asset Management
Nevada
$356K +$6.42K +63 +2%
HWA
1016
Heritage Wealth Advisors
Virginia
$356K +$306K +3,000 +375%
FHA
1017
Flagship Harbor Advisors
Massachusetts
$353K -$28K -275 -7%
SC
1018
Steph & Co
Wisconsin
$353K +$11.6K +114 +3%
SAM
1019
Silphium Asset Management
United Kingdom
$351K +$102K +1,000 +36%
CFG
1020
Cooper Financial Group
California
$350K +$31.6K +310 +9%
EI
1021
Ellevest Inc
New York
$347K +$67.4K +661 +22%
WA
1022
Wealth Alliance
New York
$344K +$24.3K +238 +7%
LRWA
1023
Long Run Wealth Advisors
New York
$343K +$374K +3,667 New
BFPW
1024
BOK Financial Private Wealth
Colorado
$341K +$371K +3,640 New
FPIS
1025
Financial Planning & Information Services
Wisconsin
$340K

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.