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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
BWP
1101
BSW Wealth Partners
Colorado
$255K +$23K +226 +9%
PFM
1102
Parsec Financial Management
North Carolina
$253K +$276K +2,709 New
IIM
1103
Ipswich Investment Management
Massachusetts
$252K
NIMI
1104
Natixis Investment Managers International
France
$251K
PWS
1105
Peloton Wealth Strategists
Indiana
$250K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1106
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$249K +$271K +2,664 New
SCM
1107
Sandler Capital Management
New York
$248K +$15.3K +150 +6%
CT
1108
Colonial Trust
South Carolina
$247K +$269K +2,642 New
OPA
1109
Old Port Advisors
Maine
$246K -$11.2K -110 -4%
NF
1110
Norwood Financial
Pennsylvania
$246K
HBW
1111
Hazlett, Burt & Watson
West Virginia
$244K
IECM
1112
Intrinsic Edge Capital Management
Illinois
$243K -$14.3M -140,000 -98%
WFI
1113
West Family Investments
California
$243K -$19.3K -189 -7%
HFG
1114
Heron Financial Group
New York
$243K
MHC
1115
Meyer Handelman Company
New York
$243K
IAMOG
1116
Investors Asset Management of Georgia
Georgia
$242K
LIM
1117
Leavell Investment Management
Alabama
$238K
NB
1118
Northwest Bancshares
Pennsylvania
$238K
LA
1119
Latitude Advisors
Florida
$235K
HIC
1120
Hartline Investment Corp
Illinois
$235K +$255K +2,507 New
EDRH
1121
Edmond de Rothschild Holding
Switzerland
$234K
VVP
1122
Venture Visionary Partners
Ohio
$233K -$579K -5,680 -69%
WA
1123
WBH Advisory
Maryland
$233K
GIM
1124
Grassi Investment Management
California
$232K -$400K -3,925 -61%
EP
1125
EPIQ Partners
Minnesota
$232K

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.