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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
JCM
1126
Janney Capital Management
Pennsylvania
$231K +$2.55K +25 +1%
CPIG
1127
Chicago Partners Investment Group
Illinois
$231K +$11.9K +117 +5%
CCM
1128
Carlson Capital Management
Minnesota
$230K +$1.22K +12 +0.5%
MW
1129
Marcum Wealth
Ohio
$229K +$917 +9 +0.4%
DP
1130
Dearborn Partners
Illinois
$229K +$4.38K +43 +2%
SSG
1131
Summit Securities Group
New York
$229K +$249K +2,447 New
OWA
1132
One Wealth Advisors
California
$228K +$1.32K +13 +0.5%
GA
1133
Geller Advisors
New York
$228K +$248K +2,437 New
CPIA
1134
Cornell Pochily Investment Advisors
New York
$227K -$3.06K -30 -1%
GAA
1135
Global Assets Advisory
Florida
$226K -$101K -990 -31%
AF
1136
Arrow Financial
New York
$225K
CG
1137
Corundum Group
Colorado
$225K
EWM
1138
Evercore Wealth Management
New York
$225K +$246K +2,410 New
BCA
1139
Bay Colony Advisors
Massachusetts
$224K +$10.2K +100 +4%
MWM
1140
Modera Wealth Management
New Jersey
$223K +$1.63K +16 +0.7%
Wolverine Trading
1141
Wolverine Trading
Illinois
$223K +$240K +2,354 New
MSFP
1142
Mark Sheptoff Financial Planning
Connecticut
$222K
LOAMS
1143
Lombard Odier Asset Management (Switzerland)
Switzerland
$221K -$158K -1,547 -40%
PFS
1144
Physicians Financial Services
North Carolina
$221K -$4.79K -47 -2%
WCF
1145
West Coast Financial
California
$221K +$241K +2,363 New
SWP
1146
Strategic Wealth Partners
Ohio
$220K +$1.94K +19 +0.8%
IPAM
1147
ICICI Prudential Asset Management
India
$220K +$42.8K +420 +22%
CA
1148
Claro Advisors
Massachusetts
$219K
RC
1149
Roundview Capital
New Jersey
$218K +$237K +2,325 New
PCIA
1150
Prime Capital Investment Advisors
Kansas
$218K +$238K +2,331 New

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.