We are live on ! Find out more
FISV

Fiserv Inc
FISV

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: 55 → 70 (+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: 1,359 → 1,343 (-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

Top Buyers

Rank Fund Capital Flow
1
VAM
Veritas Asset Management
United Kingdom
+$217M
2
GCM
Glenview Capital Management
New York
+$166M
3
Dodge & Cox
Dodge & Cox
California
+$150M
4
FI
Focused Investors
California
+$133M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$95.3M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$519M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$480M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$151M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1076
Clearwater Capital Advisors
Illinois
$281K -$5.06K -50 -2%
AWM
1077
Apollon Wealth Management
South Carolina
$280K -$154K -1,520 -35%
ED
1078
Exane Derivatives
France
$280K -$31.5K -311 -10%
SS
1079
Simplicity Solutions
Minnesota
$279K -$432K -4,270 -61%
Kayne Anderson Rudnick Investment Management
1080
Kayne Anderson Rudnick Investment Management
California
$278K -$20K -198 -7%
FBA
1081
Front Barnett Associates
Illinois
$277K -$83.5K -825 -23%
IMOV
1082
Investment Management of Virginia
Virginia
$277K – – –
MFGM
1083
Marshall Financial Group (Maryland)
Maryland
$276K – – –
TA
1084
Townsend & Associates
Colorado
$276K +$16.2K +160 +6%
BFM
1085
Boothbay Fund Management
New York
$276K +$275K +2,719 New
MA
1086
MONECO Advisors
Connecticut
$275K -$405 -4 -0.1%
BFPW
1087
BOK Financial Private Wealth
Colorado
$274K +$274K +2,705 New
IIM
1088
Ipswich Investment Management
Massachusetts
$273K – – –
OPA
1089
Old Port Advisors
Maine
$272K -$6.07K -60 -2%
MCC
1090
Money Concepts Capital
Florida
$272K +$272K +2,687 New
MHC
1091
Meyer Handelman Company
New York
$271K – – –
PWS
1092
Peloton Wealth Strategists
Indiana
$271K – – –
SOW
1093
State of Wyoming
Wyoming
$271K +$10K +99 +4%
WA
1094
WBH Advisory
Maryland
$269K – – –
LA
1095
Lifeworks Advisors
Michigan
$267K – – –
NF
1096
Norwood Financial
Pennsylvania
$266K -$20.2K -200 -7%
FA
1097
FDx Advisors
Illinois
$266K +$2.83K +28 +1%
HBW
1098
Hazlett, Burt & Watson
West Virginia
$265K +$264K +2,610 New
DCM
1099
Dupont Capital Management
Delaware
$264K -$122K -1,210 -32%
HFG
1100
Heron Financial Group
New York
$264K -$27.3K -270 -9%
42 43
44
45 46

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.