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FISV

Fiserv Inc
FISV

1,328 hedge funds and large institutions have $50.8B invested in Fiserv Inc in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 455 increasing their positions, 557 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $296M | Put options by funds: $250M

3% more funds holding in top 10

Funds holding in top 10: 70 → 72 (+2)

7% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 106

0.26% less ownership

Funds ownership: 88.8% → 88.55% (-0.26%)

1% less funds holding

Funds holding: 1,343 → 1,328 (-15)

13% less capital invested

Capital invested by funds: $58.5B → $50.8B (-$7.65B)

18% less repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 557

Holders
1,328
Holders Change
-15
Holders Change %
-1.12%
% of All Funds
22.37%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.21%
New
113
Increased
455
Reduced
557
Closed
106
Calls
$296M
Puts
$250M
Net Calls
+$45.9M
Net Calls Change
-$44.6M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$323M
2
Morgan Stanley
Morgan Stanley
New York
+$162M
3
VH
ValueAct Holdings
California
+$156M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$118M
5
SSP
Sixth Street Partners
Texas
+$97M

Top Sellers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$846M
2
Harris Associates
Harris Associates
Illinois
-$88.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$87.2M
4
BlackRock
BlackRock
New York
-$73.2M
5
State Street
State Street
Massachusetts
-$72.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1276
Oakworth Capital
Alabama
$10K – – –
WWM
1277
Wolff Wiese Magana
California
$10K +$2.91K +30 +38%
APC
1278
Aspire Private Capital
North Carolina
$10K +$3.49K +36 +44%
Loomis, Sayles & Company
1279
Loomis, Sayles & Company
Massachusetts
$9K -$1.84K -19 -16%
TC
1280
Trust Company
Kansas
$9K – – –
ETI
1281
Enterprise Trust & Investment
California
$9K +$9.31K +96 New
FPS
1282
Fieldpoint Private Securities
Connecticut
$8K -$417K -4,300 -98%
PCG
1283
Private Capital Group
Connecticut
$8K +$1.55K +16 +22%
CCMIC
1284
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$7K – – –
BBPWM
1285
Blue Bell Private Wealth Management
Pennsylvania
$7K +$970 +10 +14%
GKIM
1286
GW&K Investment Management
Massachusetts
$7K +$2.42K +25 +47%
BSB
1287
Bangor Savings Bank
Maine
$7K +$8.24K +85 New
IAS
1288
IMA Advisory Services
Colorado
$6K -$16.4K -169 -72%
CFD
1289
Creative Financial Designs
Indiana
$6K -$2.42K -25 -27%
BCMLT
1290
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K – – –
DWP
1291
Destiny Wealth Partners
Florida
$6K +$6.59K +68 New
RWML
1292
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.61K – – –
AWM
1293
Activest Wealth Management
Florida
$5K – – –
NIC
1294
Northwest Investment Counselors
Oregon
$5K – – –
TFGT
1295
TS Financial Group (TSFG)
Illinois
$5K – – –
WPA
1296
West Paces Advisors
Georgia
$4.8K – – –
BWL
1297
Bogart Wealth LLC
Virginia
$4K – – –
FWM
1298
Focused Wealth Management
New York
$4K – – –
SC
1299
Sierra Capital
Florida
$4K – – –
TIM
1300
Tortoise Investment Management
New York
$4K – – –
50 51
52
53 54

FISV Hedge Fund Activity: Q2 2022 in Review

1,328 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2022, worth a combined $50.8B — down 13% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FISV positions and 106 closed out — a net gain of 7 holders — while 455 added to existing stakes and 557 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $323M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $846M.

  • 1,328 institutional investors held Fiserv Inc (FISV) as of Q2 2022, down from 1,343 in Q1 2022.
  • Funds reported $50.8B of Fiserv Inc stock for Q2 2022, down 13% quarter-over-quarter.
  • 113 funds opened new Fiserv Inc positions in Q2 2022 and 106 closed out, a net change of +7 holders.
  • The largest Fiserv Inc buyer in Q2 2022 was T. Rowe Price Associates, an estimated $323M added.
  • The largest Fiserv Inc seller in Q2 2022 was Kohlberg Kravis Roberts & Co, an estimated $846M sold.

Based on aggregated 13F filings for Q2 2022.