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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
CCM
1301
Chilton Capital Management
Texas
$4K +$4.85K +50 New
GFPC
1302
Global Financial Private Client
Florida
$3.15K – – –
SWA
1303
SOA Wealth Advisors
New York
$3K -$1.94K -20 -33%
ACK
1304
Andrew C. Karlinski
$3K – – –
CWA
1305
Clearview Wealth Advisors
Oregon
$3K – – –
DI
1306
Disciplined Investments
Oklahoma
$3K +$679 +7 +29%
RG
1307
Retirement Group
California
$3K +$1.84K +19 +100%
BIM
1308
Baldwin Investment Management
Pennsylvania
$2.5K -$679 -7 -0%
FBT
1309
First Bank & Trust
South Dakota
$2K – – –
FNBOSM
1310
First National Bank of South Miami
Florida
$2K – – –
HI
1311
Hudock Inc
Pennsylvania
$2K – – –
HI
1312
Hoey Investments
Pennsylvania
$2K +$2.72K +28 New
CP
1313
Castleview Partners
Texas
$1.71K +$19.4K +200 New
BA
1314
Bellwether Advisors
Nebraska
$1K – – –
CWC
1315
Carolinas Wealth Consulting
North Carolina
$1K – – –
CFFP
1316
Center for Financial Planning
Michigan
$1K – – –
NFSG
1317
Newbridge Financial Services Group
Florida
$1K – – –
TFM
1318
TFC Financial Management
Massachusetts
$1K – – –
MA
1319
MCF Advisors
Kentucky
$1K +$388 +4 +36%
LWP
1320
Lumature Wealth Partners
Georgia
$1K +$873 +9 New
BMD
1321
Better Money Decisions
New Mexico
$1K +$1.16K +12 New
WA
1322
WestEnd Advisors
North Carolina
$444 +$485 +5 New
BRWM
1323
B. Riley Wealth Management
Tennessee
$432 +$30K +309 +7%
WIM
1324
Westside Investment Management
California
$37 – – –
RDIA
1325
RE Dickinson Investment Advisors
Iowa
$18 – – –
51 52
53
54 55

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.