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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
AR
1051
Apeiron RIA
Texas
$306K +$327K +3,208 New
BFG
1052
Beacon Financial Group
Texas
$305K -$1.43K -14 -0.4%
PA
1053
Parallel Advisors
California
$304K +$75.9K +745 +30%
JWM
1054
JGP Wealth Management
Oregon
$301K +$9.27K +91 +3%
BFEC
1055
Benjamin F. Edwards & Company
Missouri
$300K +$5.91K +58 +2%
AWM
1056
Axxcess Wealth Management
California
$300K +$326K +3,202 New
MAM
1057
Marotta Asset Management
Virginia
$299K
TPWA
1058
TRUE Private Wealth Advisors
Oregon
$299K +$6.01K +59 +2%
RIA
1059
Realta Investment Advisors
Delaware
$298K -$41.6K -408 -11%
PTC
1060
Provident Trust Company
Wisconsin
$298K
Acadian Asset Management
1061
Acadian Asset Management
Massachusetts
$298K +$99.6K +977 +44%
EFS
1062
Essex Financial Services
Connecticut
$297K +$9.17K +90 +3%
KPWS
1063
Kestra Private Wealth Services
Texas
$297K +$33.1K +325 +11%
FC
1064
Forte Capital
New York
$296K
IFG
1065
Independent Financial Group
California
$294K -$144K -1,410 -31%
WCM
1066
Wunderlich Capital Managemnt
Tennessee
$293K -$2.14K -21 -0.7%
DZ Bank
1067
DZ Bank
Germany
$292K -$108K -1,062 -26%
PCM
1068
Penserra Capital Management
California
$292K +$8.15K +80 +3%
AWA
1069
Arete Wealth Advisors
Illinois
$292K +$60.2K +591 +23%
EWM
1070
Endurance Wealth Management
Rhode Island
$291K
PCM
1071
Pointe Capital Management
Michigan
$291K +$317K +3,110 New
TA
1072
Townsend & Associates
Colorado
$290K +$15.8K +155 +6%
FNFDCM
1073
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$289K
RP
1074
Riverbridge Partners
Minnesota
$288K -$41.3K -405 -12%
IGWM
1075
ICA Group Wealth Management
Colorado
$286K +$45.6K +447 +17%

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.