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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
ACM
1026
Advisors Capital Management
New Jersey
$338K +$344K +3,377 New
SFA
1027
Semmax Financial Advisors
North Carolina
$336K -$20K -196 -5%
YIA
1028
YHB Investment Advisors
Connecticut
$336K -$6.11K -60 -2%
BA
1029
Bellwether Advisors
Nebraska
$334K +$363K +3,559 +16,948%
MIA
1030
MMBG Investment Advisors
Florida
$333K
LWAC
1031
Laurel Wealth Advisors (California)
California
$331K -$2.34K -23 -0.6%
KFSC
1032
Keystone Financial Services (Colorado)
Colorado
$327K +$43.3K +425 +15%
MLL
1033
Moody Lynn & Lieberson
Massachusetts
$326K -$3.06K -30 -0.9%
GD
1034
Grandfield & Dodd
New York
$320K -$11.7K -115 -3%
CIC
1035
Carnegie Investment Counsel
Ohio
$319K +$1.73K +17 +0.5%
BFM
1036
Boston Financial Management
Massachusetts
$318K -$20.4K -200 -6%
PCA
1037
Personal Capital Advisors
California
$318K +$57.7K +566 +20%
MGIA
1038
Moneta Group Investment Advisors
Missouri
$316K -$63.6K -624 -16%
WP
1039
WMS Partners
Maryland
$316K -$7.85K -77 -2%
NGA
1040
Naples Global Advisors
Florida
$316K +$344K +3,377 New
PP
1041
Pegasus Partners
Wisconsin
$315K +$23.7K +233 +7%
OMC
1042
Old Mission Capital
Illinois
$314K +$342K +3,357 New
ONB
1043
Old National Bancorp
Indiana
$313K +$51.6K +506 +18%
MSE
1044
MUFG Securities EMEA
United Kingdom
$312K -$812K -7,970 -71%
CF
1045
Centaurus Financial
California
$311K +$111K +1,091 +49%
PFGIA
1046
Patriot Financial Group Insurance Agency
Massachusetts
$310K +$89.7K +880 +36%
MMG
1047
Monetary Management Group
Missouri
$309K -$102K -1,000 -23%
SCA
1048
Stonebridge Capital Advisors
Minnesota
$307K -$6.62K -65 -2%
CL
1049
COWA LLC
Oklahoma
$307K +$53.7K +527 +19%
GSC
1050
Ground Swell Capital
South Carolina
$306K -$429K -4,214 -56%

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.