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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
DP
1101
Dearborn Partners
Illinois
$264K +$20.2K +200 +8%
MW
1102
Marcum Wealth
Ohio
$263K +$54.7K +540 +26%
IAMOG
1103
Investors Asset Management of Georgia
Georgia
$262K -$15.3K -151 -6%
IGWM
1104
ICA Group Wealth Management
Colorado
$262K +$264K +2,609 New
WP
1105
WealthPLAN Partners
Nebraska
$260K +$35.9K +355 +15%
WIM
1106
WealthPlan Investment Management
Nebraska
$260K +$268K +2,651 New
LIM
1107
Leavell Investment Management
Alabama
$258K
NB
1108
Northwest Bancshares
Pennsylvania
$258K
CCM
1109
Carlson Capital Management
Minnesota
$255K -$2.43K -24 -0.9%
GCM
1110
Graham Capital Management
Connecticut
$254K +$254K +2,513 New
PFGIA
1111
Patriot Financial Group Insurance Agency
Massachusetts
$250K -$14.4K -142 -5%
UF
1112
Univest Financial
Pennsylvania
$249K -$3.59M -35,462 -94%
AWA
1113
Arete Wealth Advisors
Illinois
$248K -$9.01K -89 -4%
PI
1114
Putnam Investments
Massachusetts
$247K -$6.68K -66 -3%
JCM
1115
Janney Capital Management
Pennsylvania
$247K
BDF
1116
Balasa Dinverno & Foltz
$247K +$7.19K +71 +3%
SCM
1117
Schnieders Capital Management
California
$246K +$9.21K +91 +4%
OWA
1118
One Wealth Advisors
California
$246K +$245K +2,423 New
DA
1119
Duality Advisers
Florida
$246K +$246K +2,428 New
Capstone Investment Advisors
1120
Capstone Investment Advisors
New York
$245K -$15.8M -156,003 -98%
TTWM
1121
TCV Trust & Wealth Management
Virginia
$245K
TSS
1122
Two Sigma Securities
New York
$243K -$139K -1,371 -36%
AF
1123
Arrow Financial
New York
$243K -$7.59K -75 -3%
CG
1124
Corundum Group
Colorado
$243K
CCM
1125
Chiron Capital Management
Florida
$243K +$243K +2,400 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.