We are live on ! Find out more
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
PTC
1226
Private Trust Company
Ohio
$74K +$11.4K +112 +16%
GIA
1227
GHP Investment Advisors
Colorado
$73K +$41.8K +410 +110%
AWA
1228
Artemis Wealth Advisors
New York
$72.6K
C
1229
Covestor
United Kingdom
$72K -$5.5K -54 -7%
PI
1230
PineBridge Investments
New York
$72K +$13K +128 +20%
SFO
1231
Standard Family Office
South Dakota
$70K +$75.7K +743 New
WBC
1232
West Branch Capital
Massachusetts
$68K
BHWM
1233
Bay Harbor Wealth Management
Maryland
$68K +$74K +726 New
ZB
1234
Zions Bancorporation
Utah
$66K +$15.3K +150 +27%
TSW
1235
Thompson Siegel & Walmsley
Virginia
$64K -$102 -1 -0.1%
FAM
1236
Fred Alger Management
New York
$62K
VWM
1237
Valley Wealth Managers
New Jersey
$58K -$28K -275 -31%
PSB
1238
Piscataqua Savings Bank
New Hampshire
$57K
CG
1239
Cutler Group
California
$56K -$106K -1,036 -63%
GTAM
1240
Global Trust Asset Management
Florida
$56K
IRC
1241
Investors Research Corp
Georgia
$56K
HC
1242
Hoese & Co
Minnesota
$55K
FCA
1243
FinTrust Capital Advisors
South Carolina
$54K +$3.16K +31 +6%
JIR
1244
James Investment Research
Ohio
$53K +$57.5K +564 New
PO
1245
Private Ocean
California
$52K
LFG
1246
Larson Financial Group
Missouri
$50K
IWP
1247
IAG Wealth Partners
Wisconsin
$50K +$13.1K +129 +32%
EBA
1248
Eagle Bay Advisors
New York
$48K -$1.53K -15 -3%
CCA
1249
Catalyst Capital Advisors
New York
$48K -$1.12K -11 -2%
AWM
1250
AllSquare Wealth Management
New York
$46K +$31.6K +310 +171%

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.