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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
VRM
1226
Vectors Research Management
New York
$78K -$2.31M -22,808 -97%
FAM
1227
Fred Alger Management
New York
$76K +$9.82K +97 +15%
C
1228
Covestor
United Kingdom
$76K +$36.5K +361 +94%
WBC
1229
West Branch Capital
Massachusetts
$74K -$4.05K -40 -5%
CT
1230
Cambridge Trust
Massachusetts
$69K +$18.2K +180 +36%
OIA
1231
Optimum Investment Advisors
Illinois
$66K -$43.5K -430 -40%
ZB
1232
Zions Bancorporation
Utah
$65K +$6.17K +61 +10%
FMP
1233
Financial Management Professionals
Texas
$63K
FPB
1234
First PREMIER Bank
South Dakota
$61K
IRC
1235
Investors Research Corp
Georgia
$61K +$3.44K +34 +6%
GIA
1236
GHP Investment Advisors
Colorado
$61K +$60.7K +600 New
HC
1237
Hoese & Co
Minnesota
$60K
PO
1238
Private Ocean
California
$57K
JWA
1239
JFS Wealth Advisors
Pennsylvania
$52K +$607 +6 +1%
GAM
1240
Gemmer Asset Management
California
$49K +$405 +4 +0.8%
CCA
1241
Catalyst Capital Advisors
New York
$46K +$9.01K +89 +24%
MG
1242
MilWealth Group
Wisconsin
$45.8K
ADL
1243
Asset Dedication LLC
California
$45K +$40.5K +400 +667%
FCA
1244
FinTrust Capital Advisors
South Carolina
$41K
GI
1245
Gradient Investments
Minnesota
$41K
IWP
1246
IAG Wealth Partners
Wisconsin
$41K
IFS
1247
Intelligent Financial Strategies
Minnesota
$41K
LFG
1248
Larson Financial Group
Missouri
$38K
AS
1249
Altshuler Shaham
Israel
$38K +$37.5K +371 New
TFO
1250
Tarbox Family Office
California
$37K -$18.8K -186 -34%

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.