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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
AIP
1251
Almanack Investment Partners
Pennsylvania
$42K +$46.1K +452 New
HCP
1252
Hexagon Capital Partners
Arkansas
$40K +$21.3K +209 +96%
CAL
1253
Capital Advisors Ltd
Ohio
$39K +$12.3K +121 +41%
CT
1254
Cambridge Trust
Massachusetts
$38K +$12.7K +125 +45%
GAG
1255
Goodman Advisory Group
Massachusetts
$37K
IFS
1256
Intelligent Financial Strategies
Minnesota
$37K
EWA
1257
EverSource Wealth Advisors
Alabama
$37K +$15.6K +153 +62%
Bank of Montreal
1258
Bank of Montreal
Ontario, Canada
$36.7K -$10.9M -106,889 -22%
MG
1259
MilWealth Group
Wisconsin
$36K -$6.83K -67 -15%
ME
1260
McIlrath & Eck
Washington
$36K +$3.36K +33 +9%
LWANC
1261
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K -$45.9K -450 -55%
AWMS
1262
Advocacy Wealth Management Services
Georgia
$31K
KFP
1263
KB Financial Partners
New Jersey
$31K
NMG
1264
New Millennium Group
Utah
$30K -$32.1K -315 -50%
AP
1265
Arlington Partners
Alabama
$29K
MCM
1266
MV Capital Management
Maryland
$29K +$11.6K +114 +59%
SC
1267
Siena Capital
Ohio
$28K
BIA
1268
Bell Investment Advisors
California
$28K +$9.07K +89 +43%
CTA
1269
Colonial Trust Advisors
South Carolina
$28K +$30.1K +295 New
VCM
1270
Versant Capital Management
Arizona
$26K +$306 +3 +1%
AS
1271
Altshuler Shaham
Israel
$25K -$3.26K -32 -11%
JWA
1272
JFS Wealth Advisors
Pennsylvania
$24K -$29.8K -292 -53%
EARNEST Partners
1273
EARNEST Partners
Georgia
$23K
PB
1274
Pinnacle Bancorp
Nebraska
$23K
CH
1275
Canton Hathaway
Rhode Island
$22K

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.