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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
ACA
1276
Atlas Capital Advisors
Wyoming
$18K -$32.2K -318 -64%
EWA
1277
EverSource Wealth Advisors
Alabama
$18K -$17K -168 -49%
AWM
1278
AllSquare Wealth Management
New York
$18K
LS
1279
Leelyn Smith
Illinois
$17K -$101 -1 -0.6%
HCP
1280
Hexagon Capital Partners
Arkansas
$17K
SIC
1281
SJS Investment Consulting
Ohio
$16K +$405 +4 +2%
MGIM
1282
M&G Investment Management
United Kingdom
$15.1K +$5.28M +52,187 +54%
HDIM
1283
Hanson & Doremus Investment Management
Vermont
$15K
HWM
1284
Holloway Wealth Management
Florida
$15K
M
1285
MOTCO
Texas
$14K -$9.62K -95 -41%
IFAM
1286
Institutional & Family Asset Management
Colorado
$14K +$2.83K +28 +26%
MW
1287
Milestone Wealth
New York
$13K
TFS
1288
TrustCore Financial Services
Tennessee
$13K
Loomis, Sayles & Company
1289
Loomis, Sayles & Company
Massachusetts
$12K -$6.38K -63 -35%
AWM
1290
Accel Wealth Management
Iowa
$12K
CFN
1291
Cordasco Financial Network
Florida
$12K
PCH
1292
Polar Capital Holdings
United Kingdom
$11.3K -$7.75M -76,580 -41%
OC
1293
Oakworth Capital
Alabama
$11K -$104K -1,027 -90%
BFC
1294
Bedel Financial Consulting
Indiana
$11K
COCM
1295
Charter Oak Capital Management
New Hampshire
$10K
TC
1296
Trust Company
Kansas
$10K
CI
1297
Carroll Investors
South Carolina
$9K -$48.4K -478 -83%
CFD
1298
Creative Financial Designs
Indiana
$9K
APC
1299
Aspire Private Capital
North Carolina
$8K -$6.07K -60 -42%
CCMIC
1300
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8K

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.