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FISV

Fiserv Inc
FISV

1,433 hedge funds and large institutions have $56.7B invested in Fiserv Inc in 2022 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 488 increasing their positions, 543 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 82

7% more funds holding

Funds holding: 1,345 → 1,433 (+88)

6% more capital invested

Capital invested by funds: $53.7B → $56.7B (+$2.99B)

1% more call options, than puts

Call options by funds: $347M | Put options by funds: $343M

1.15% less ownership

Funds ownership: 89.42% → 88.27% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 85 → 82 (-3)

10% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 543

Holders
1,433
Holders Change
+88
Holders Change %
+6.54%
% of All Funds
23.03%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.32%
New
193
Increased
488
Reduced
543
Closed
82
Calls
$347M
Puts
$343M
Net Calls
+$3.3M
Net Calls Change
+$27.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$564M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$491M
3
Capital World Investors
Capital World Investors
California
+$334M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$254M
5
BI
BlueSpruce Investments
Illinois
+$81.5M

Top Sellers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$986M
2
Lazard Asset Management
Lazard Asset Management
New York
-$234M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$224M
4
VAM
Veritas Asset Management
United Kingdom
-$198M
5
Harris Associates
Harris Associates
Illinois
-$182M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIMI
1151
Natixis Investment Managers International
France
$272K – – –
SCM
1152
Sandler Capital Management
New York
$268K – – –
CT
1153
Colonial Trust
South Carolina
$267K – – –
NF
1154
Norwood Financial
Pennsylvania
$265K – – –
CPIA
1155
Cornell Pochily Investment Advisors
New York
$263K +$17.9K +180 +7%
HBW
1156
Hazlett, Burt & Watson
West Virginia
$263K – – –
IECM
1157
Intrinsic Edge Capital Management
Illinois
$263K – – –
MHC
1158
Meyer Handelman Company
New York
$263K – – –
MCC
1159
Money Concepts Capital
Florida
$261K +$101K +1,011 +65%
HFG
1160
Heron Financial Group
New York
$258K – – –
PWS
1161
Peloton Wealth Strategists
Indiana
$258K -$12.3K -123 -5%
PB
1162
Pinnacle Bancorp
Nebraska
$258K +$229K +2,300 +924%
IFG
1163
Independent Financial Group
California
$257K -$59.8K -600 -19%
LIM
1164
Leavell Investment Management
Alabama
$257K – – –
NB
1165
Northwest Bancshares
Pennsylvania
$257K – – –
PWPS
1166
Pinnacle Wealth Planning Services
Ohio
$257K +$253K +2,541 New
CWM
1167
Congress Wealth Management
Massachusetts
$256K +$252K +2,529 New
GIA
1168
Gladstone Institutional Advisory
Florida
$254K -$48.1K -483 -16%
EDRH
1169
Edmond de Rothschild Holding
Switzerland
$253K – – –
VVP
1170
Venture Visionary Partners
Ohio
$253K – – –
LA
1171
Latitude Advisors
Florida
$253K -$697 -7 -0.3%
CCM
1172
Carlson Capital Management
Minnesota
$252K +$2.99K +30 +1%
PWS
1173
Peterson Wealth Services
Utah
$251K +$248K +2,488 New
JCM
1174
Janney Capital Management
Pennsylvania
$251K +$1.89K +19 +0.8%
GA
1175
Geller Advisors
New York
$250K +$3.29K +33 +1%
45 46
47
48 49

FISV Hedge Fund Activity: Q4 2022 in Review

1,433 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2022, worth a combined $56.7B — up 5.6% from $53.7B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new FISV positions and 82 closed out — a net gain of 111 holders — while 488 added to existing stakes and 543 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $564M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $986M sold.

  • 1,433 institutional investors held Fiserv Inc (FISV) as of Q4 2022, up from 1,345 in Q3 2022.
  • Funds reported $56.7B of Fiserv Inc stock for Q4 2022, up 5.6% quarter-over-quarter.
  • 193 funds opened new Fiserv Inc positions in Q4 2022 and 82 closed out, a net change of +111 holders.
  • The largest Fiserv Inc buyer in Q4 2022 was Morgan Stanley, an estimated $564M added.
  • The largest Fiserv Inc seller in Q4 2022 was Kohlberg Kravis Roberts & Co, an estimated $986M sold.

Based on aggregated 13F filings for Q4 2022.