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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
CFO
1151
CVA Family Office
Colorado
$221K +$28.3K +280 +15%
KIA
1152
KCM Investment Advisors
California
$220K -$27.9K -276 -11%
OCM
1153
Osterweis Capital Management
California
$219K
CPIG
1154
Chicago Partners Investment Group
Illinois
$216K -$79.6K -786 -26%
TSW
1155
Thompson Siegel & Walmsley
Virginia
$216K -$1.01K -10 -0.5%
CW
1156
CreativeOne Wealth
Kansas
$215K +$214K +2,116 New
BPWM
1157
Badgley Phelps Wealth Managers
Washington
$213K -$12.7K -125 -6%
UCI
1158
Uncommon Cents Investing
Wisconsin
$213K
BP
1159
BBR Partners
New York
$210K
JA
1160
JLB & Associates
Michigan
$210K
FWM
1161
Frontier Wealth Management
Missouri
$210K +$215K +2,124 New
DBG
1162
De Burlo Group
Massachusetts
$209K
AWP
1163
Ascent Wealth Partners
New York
$208K -$4.55K -45 -2%
LI
1164
LVZ Inc
Michigan
$208K
BJL
1165
Brighton Jones LLC
Washington
$208K +$101 +1 +0%
CFG
1166
CKW Financial Group
Hawaii
$206K +$50.6K +500 +33%
GA
1167
Geller Advisors
New York
$204K -$7.89K -78 -4%
LC
1168
LCNB Corp
Ohio
$204K -$6.58K -65 -3%
MFW
1169
Meristem Family Wealth
Minnesota
$204K
BFO
1170
Biltmore Family Office
North Carolina
$203K
CM
1171
Castleark Management
Illinois
$203K
Fiera Capital (Canada)
1172
Fiera Capital (Canada)
Quebec, Canada
$202K -$212K -2,091 -51%
AG
1173
AlphaSimPlex Group
Massachusetts
$202K -$45.2K -447 -18%
PFS
1174
Physicians Financial Services
North Carolina
$202K +$201K +1,990 New
SXL
1175
Summit X LLC
Missouri
$201K +$4.25K +42 +2%

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.