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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
PI
1201
Putnam Investments
Massachusetts
$227K -$3.44M -34,564 -94%
SC
1202
Sepio Capital
Utah
$227K +$1.1K +11 +0.5%
MM
1203
MQS Management
New York
$226K +$223K +2,241 New
FWM
1204
Fairhaven Wealth Management
Illinois
$225K – – –
PWP
1205
Phillips Wealth Planners
Mississippi
$224K +$191K +1,921 New
MW
1206
Marcum Wealth
Ohio
$223K -$24.1K -242 -10%
Acadian Asset Management
1207
Acadian Asset Management
Massachusetts
$223K -$97.3K -977 -31%
HIC
1208
Holderness Investments Company
North Carolina
$223K -$9.96K -100 -4%
PIM
1209
Penobscot Investment Management
Massachusetts
$222K – – –
TA
1210
Townsend & Associates
Colorado
$222K -$104K -1,041 -35%
HS
1211
Horan Securities
United States
$221K -$5.18K -52 -2%
LC
1212
LCNB Corp
Ohio
$220K – – –
WPC
1213
Wedmont Private Capital
Pennsylvania
$220K +$215K +2,154 New
IUHSA
1214
Itau Unibanco Holding S.A.
Brazil
$220K +$216K +2,168 New
GI
1215
Gradient Investments
Minnesota
$220K +$299 +3 +0.1%
CCA
1216
Childress Capital Advisors
Texas
$219K +$15.3K +154 +8%
OCM
1217
Osterweis Capital Management
California
$218K – – –
MIAS
1218
Mason Investment Advisory Services
Virginia
$217K -$697 -7 -0.3%
CC
1219
Courier Capital
New York
$215K +$211K +2,123 New
BJL
1220
Brighton Jones LLC
Washington
$214K +$211K +2,121 New
TSS
1221
Two Sigma Securities
New York
$212K +$209K +2,100 New
UCI
1222
Uncommon Cents Investing
Wisconsin
$212K +$209K +2,100 New
SRG
1223
SBB Research Group
Illinois
$212K +$209K +2,095 New
PG
1224
Pendal Group
Australia
$212K -$195K -1,962 -48%
FMP
1225
Financial Management Professionals
Texas
$209K -$498 -5 -0.2%
47 48
49
50 51

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.