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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
EWM
1051
Endurance Wealth Management
Rhode Island
$315K
CNC
1052
Canandaigua National Corp
New York
$313K -$101K -996 -24%
PJSIMP
1053
P.J. Schmidt Investment Management (PJS)
Wisconsin
$313K -$15.2K -150 -4%
FNFDCM
1054
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$313K
EI
1055
Ellevest Inc
New York
$312K +$29.3K +289 +10%
KPWS
1056
Kestra Private Wealth Services
Texas
$311K -$12.6K -124 -4%
STA
1057
Summit Trail Advisors
New York
$310K +$309K +3,055 New
BFEC
1058
Benjamin F. Edwards & Company
Missouri
$306K +$50.3K +497 +20%
SAM
1059
Silphium Asset Management
United Kingdom
$304K +$304K +3,000 New
CCG
1060
Ceeto Capital Group
Florida
$304K -$304K -3,000 -50%
SC
1061
Steph & Co
Wisconsin
$304K -$405 -4 -0.1%
WTC
1062
WhitTier Trust Company
Nevada
$300K +$6.17K +61 +2%
WJWM
1063
Williams Jones Wealth Management
New York
$300K +$8.5K +84 +3%
SSG
1064
Summit Securities Group
New York
$297K +$296K +2,925 New
JWM
1065
JGP Wealth Management
Oregon
$294K +$2.73K +27 +0.9%
SAM
1066
Security Asset Management
New York
$292K -$2.24M -22,112 -88%
EP
1067
EPIQ Partners
Minnesota
$292K
ISL
1068
Ingalls & Snyder LLC
New York
$291K +$1.52K +15 +0.5%
SFG
1069
Steward Financial Group
Texas
$289K +$31.3K +309 +12%
CFS
1070
CRA Financial Services
New Jersey
$288K
ONB
1071
Old National Bancorp
Indiana
$286K -$4.96K -49 -2%
PA
1072
Parallel Advisors
California
$285K -$167K -1,648 -37%
CL
1073
COWA LLC
Oklahoma
$285K +$284K +2,808 New
DA
1074
DSC Advisors
Illinois
$285K +$285K +2,815 New
EWA
1075
Exencial Wealth Advisors
Oklahoma
$284K +$283K +2,801 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.