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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
SOW
1201
State of Wyoming
Wyoming
$143K -$316K -3,105 -67%
CSB
1202
City State Bank
Iowa
$140K -$8.66K -85 -5%
SWA
1203
Sutton Wealth Advisors
Florida
$140K -$1.73K -17 -1%
DCM
1204
Dupont Capital Management
Delaware
$137K -$37.1K -364 -20%
TCOV
1205
Trust Company of Vermont
Vermont
$134K +$12.7K +125 +10%
SBL
1206
Sargent Bickham Lagudis
Colorado
$131K
QC
1207
Quent Capital
New York
$122K +$27K +265 +26%
OPW
1208
Oxler Private Wealth
New York
$120K
ZIG
1209
Zullo Investment Group
Pennsylvania
$114K
WPWM
1210
Western Pacific Wealth Management
Illinois
$114K +$125K +1,222 New
BTI
1211
Blue Trust Inc
Georgia
$112K +$24.3K +238 +23%
BONH
1212
Bank of New Hampshire
New Hampshire
$111K
BWM
1213
Baystate Wealth Management
Massachusetts
$110K
DMBA
1214
Deseret Mutual Benefit Administrators
Utah
$106K -$11.8K -116 -9%
JFA
1215
JNBA Financial Advisors
Minnesota
$104K
GWS
1216
Glassman Wealth Services
Virginia
$101K +$8.15K +80 +8%
IAIM
1217
International Assets Investment Management
Florida
$101K +$110K +1,083 New
TWA
1218
TCI Wealth Advisors
Arizona
$99K +$306 +3 +0.3%
WAM
1219
WFA Asset Management
Wisconsin
$98.2K
RTC
1220
Riverview Trust Company
Washington
$97K +$70.2K +689 +199%
AP
1221
Atwood & Palmer
Missouri
$94K
FPB
1222
First PREMIER Bank
South Dakota
$94K +$40.8K +400 +67%
AIM
1223
Arcadia Investment Management
Michigan
$93K -$51K -500 -33%
EWM
1224
Evermay Wealth Management
Virginia
$75K
NSB
1225
Norway Savings Bank
Maine
$75K

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.