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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
HIC
1126
Holderness Investments Company
North Carolina
$242K -$30.4K -300 -11%
MSFP
1127
Mark Sheptoff Financial Planning
Connecticut
$241K
CWM
1128
Congress Wealth Management
Massachusetts
$240K -$33.5K -331 -12%
TCM
1129
Tran Capital Management
California
$237K -$556K -5,497 -70%
TPCW
1130
TD Private Client Wealth
New York
$234K -$5.06K -50 -2%
CF
1131
Centaurus Financial
California
$234K -$27.4K -271 -11%
GIM
1132
Greenwich Investment Management
Connecticut
$234K -$20.7K -205 -8%
ACP
1133
Aveo Capital Partners
Colorado
$234K +$234K +2,308 New
BCA
1134
Bay Colony Advisors
Massachusetts
$232K -$81K -800 -26%
CCM
1135
Chickasaw Capital Management
Tennessee
$231K
SCA
1136
Stonebridge Capital Advisors
Minnesota
$231K
BWP
1137
BSW Wealth Partners
Colorado
$230K +$230K +2,269 New
CA
1138
CoreCap Advisors
Michigan
$229K
CPIA
1139
Cornell Pochily Investment Advisors
New York
$229K +$228K +2,255 New
SBH
1140
Segall Bryant & Hamill
Illinois
$227K -$1.01K -10 -0.4%
FWM
1141
Fairhaven Wealth Management
Illinois
$226K
AI
1142
Ariel Investments
Illinois
$226K +$226K +2,232 New
TC
1143
Telemus Capital
Michigan
$224K -$417K -4,116 -65%
Acadian Asset Management
1144
Acadian Asset Management
Massachusetts
$224K
EWM
1145
Evermay Wealth Management
Virginia
$223K -$22.3K -220 -9%
PIM
1146
Penobscot Investment Management
Massachusetts
$223K
RPSA
1147
Richard P. Slaughter Associates
Texas
$223K
AT
1148
American Trust
Kentucky
$223K +$223K +2,200 New
SC
1149
Sepio Capital
Utah
$222K
CF
1150
Corrigan Financial
Rhode Island
$221K +$221K +2,181 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.