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FISV

Fiserv Inc
FISV

1,328 hedge funds and large institutions have $50.8B invested in Fiserv Inc in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 455 increasing their positions, 557 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $296M | Put options by funds: $250M

3% more funds holding in top 10

Funds holding in top 10: 70 → 72 (+2)

7% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 106

0.26% less ownership

Funds ownership: 88.8% → 88.55% (-0.26%)

1% less funds holding

Funds holding: 1,343 → 1,328 (-15)

13% less capital invested

Capital invested by funds: $58.5B → $50.8B (-$7.65B)

18% less repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 557

Holders
1,328
Holders Change
-15
Holders Change %
-1.12%
% of All Funds
22.37%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.21%
New
113
Increased
455
Reduced
557
Closed
106
Calls
$296M
Puts
$250M
Net Calls
+$45.9M
Net Calls Change
-$44.6M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$323M
2
Morgan Stanley
Morgan Stanley
New York
+$162M
3
VH
ValueAct Holdings
California
+$156M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$118M
5
SSP
Sixth Street Partners
Texas
+$97M

Top Sellers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$846M
2
Harris Associates
Harris Associates
Illinois
-$88.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$87.2M
4
BlackRock
BlackRock
New York
-$73.2M
5
State Street
State Street
Massachusetts
-$72.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1126
One Wealth Advisors
California
$216K – – –
SCM
1127
Schnieders Capital Management
California
$216K – – –
TTWM
1128
TCV Trust & Wealth Management
Virginia
$215K – – –
PFS
1129
Physicians Financial Services
North Carolina
$215K +$40.9K +422 +21%
IUHSA
1130
Itau Unibanco Holding S.A.
Brazil
$215K +$211K +2,174 +887%
CWA
1131
CM Wealth Advisors
Ohio
$214K +$234K +2,410 New
DP
1132
Dearborn Partners
Illinois
$214K -$19.4K -200 -8%
AF
1133
Arrow Financial
New York
$214K – – –
CG
1134
Corundum Group
Colorado
$214K – – –
MWM
1135
Modera Wealth Management
New Jersey
$211K -$88.4K -911 -28%
PI
1136
Putnam Investments
Massachusetts
$211K -$6.11K -63 -3%
MSFP
1137
Mark Sheptoff Financial Planning
Connecticut
$211K – – –
SWP
1138
Strategic Wealth Partners
Ohio
$208K +$226K +2,334 New
HIC
1139
Holderness Investments Company
North Carolina
$205K -$7.76K -80 -3%
GIM
1140
Greenwich Investment Management
Connecticut
$205K – – –
SG
1141
StoneX Group
New York
$203K +$221K +2,281 New
CWM
1142
Congress Wealth Management
Massachusetts
$202K -$9.51K -98 -4%
CCM
1143
Chickasaw Capital Management
Tennessee
$202K – – –
FWM
1144
Fairhaven Wealth Management
Illinois
$202K +$4.85K +50 +2%
ACP
1145
Aveo Capital Partners
Colorado
$200K -$5.72K -59 -3%
CF
1146
Centaurus Financial
California
$198K -$7.66K -79 -3%
HS
1147
Horan Securities
United States
$198K +$204K +2,107 New
Acadian Asset Management
1148
Acadian Asset Management
Massachusetts
$197K – – –
GI
1149
Gradient Investments
Minnesota
$194K +$173K +1,780 +445%
PP
1150
Paloma Partners
Connecticut
$187K +$204K +2,100 New
44 45
46
47 48

FISV Hedge Fund Activity: Q2 2022 in Review

1,328 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2022, worth a combined $50.8B — down 13% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FISV positions and 106 closed out — a net gain of 7 holders — while 455 added to existing stakes and 557 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $323M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $846M.

  • 1,328 institutional investors held Fiserv Inc (FISV) as of Q2 2022, down from 1,343 in Q1 2022.
  • Funds reported $50.8B of Fiserv Inc stock for Q2 2022, down 13% quarter-over-quarter.
  • 113 funds opened new Fiserv Inc positions in Q2 2022 and 106 closed out, a net change of +7 holders.
  • The largest Fiserv Inc buyer in Q2 2022 was T. Rowe Price Associates, an estimated $323M added.
  • The largest Fiserv Inc seller in Q2 2022 was Kohlberg Kravis Roberts & Co, an estimated $846M sold.

Based on aggregated 13F filings for Q2 2022.