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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
ETC
1076
Exchange Traded Concepts
Oklahoma
$282K -$22.8K -224 -7%
SFO
1077
Stokes Family Office
Louisiana
$282K +$28K +275 +10%
CT
1078
Clearstead Trust
Maine
$282K +$308K +3,018 New
WCA
1079
Waypoint Capital Advisors
Minnesota
$281K -$61K -599 -17%
GIA
1080
Gateway Investment Advisers
Ohio
$281K -$35.5K -348 -10%
CCG
1081
Ceeto Capital Group
Florida
$281K
GIA
1082
Gladstone Institutional Advisory
Florida
$280K +$815 +8 +0.3%
SOS
1083
Silver Oak Securities
Tennessee
$278K +$250K +2,458 New
KJHP
1084
K.J. Harrison & Partners
Ontario, Canada
$276K +$300K +2,945 New
MWM
1085
Meridian Wealth Management
Kentucky
$275K -$248K -2,433 -45%
WTC
1086
WhitTier Trust Company
Nevada
$275K -$34.2K -336 -10%
PJSIMP
1087
P.J. Schmidt Investment Management (PJS)
Wisconsin
$274K -$15.3K -150 -5%
MA
1088
MONECO Advisors
Connecticut
$272K -$815 -8 -0.3%
GW
1089
GW & Wade
Massachusetts
$271K -$2.17M -21,267 -88%
IIM
1090
Intact Investment Management
Quebec, Canada
$271K +$296K +2,900 New
CFO
1091
CVA Family Office
Colorado
$270K +$128K +1,255 +77%
ISL
1092
Ingalls & Snyder LLC
New York
$269K
PHK
1093
Point72 Hong Kong
Hong Kong
$268K -$4.47M -43,818 -94%
TIS
1094
Tortoise Index Solutions
Kansas
$267K -$116K -1,138 -28%
AI
1095
Ariel Investments
Illinois
$267K +$36.7K +360 +14%
CFS
1096
CRA Financial Services
New Jersey
$266K
WIM
1097
WealthPlan Investment Management
Nebraska
$259K +$263K +2,576 New
CCA
1098
Clearwater Capital Advisors
Illinois
$259K +$282K +2,770 New
Kayne Anderson Rudnick Investment Management
1099
Kayne Anderson Rudnick Investment Management
California
$256K
IMOV
1100
Investment Management of Virginia
Virginia
$255K

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.