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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
GWS
1201
Glassman Wealth Services
Virginia
$120K +$64.1K +633 +115%
TWA
1202
TCI Wealth Advisors
Arizona
$116K -$5.67K -56 -5%
GWSG
1203
GPS Wealth Strategies Group
Colorado
$116K
JFA
1204
JNBA Financial Advisors
Minnesota
$113K
CFGS
1205
Concourse Financial Group Securities
Alabama
$112K -$262K -2,593 -70%
ACM
1206
Aquatic Capital Management
Illinois
$112K +$111K +1,100 New
TAIM
1207
TD Ameritrade Investment Management
Nebraska
$109K +$3.04K +30 +3%
LC
1208
Lindbrook Capital
California
$109K +$12.9K +127 +13%
WAM
1209
WFA Asset Management
Wisconsin
$106K
KC
1210
Kenfarb & Co
Kentucky
$106K
GTAM
1211
Global Trust Asset Management
Florida
$105K -$5.36K -53 -5%
CA
1212
Crewe Advisors
Utah
$102K +$85.2K +842 +530%
AP
1213
Atwood & Palmer
Missouri
$101K
KPCM
1214
Kings Point Capital Management
New York
$101K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1215
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$98K +$59.7K +590 +158%
QC
1216
Quent Capital
New York
$97K -$2.53K -25 -3%
T
1217
TCWP
Ohio
$90K +$90.7K +896 New
FFA
1218
Freedman Financial Associates
Massachusetts
$89K
AF
1219
Allworth Financial
California
$88K -$65.1K -643 -42%
NSB
1220
Norway Savings Bank
Maine
$84K
LWANC
1221
Laurel Wealth Advisors (North Carolina)
North Carolina
$83K
HWA
1222
Heritage Wealth Advisors
Virginia
$81K
RCM
1223
Raleigh Capital Management
North Carolina
$81K +$50.6K +500 +167%
CC
1224
Centiva Capital
New York
$81K +$80.8K +798 New
PSB
1225
Piscataqua Savings Bank
New Hampshire
$79K

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.