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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
TC
1301
Trust Company
Kansas
$9K
NICM
1302
Neo Ivy Capital Management
New York
$8K -$76.8K -754 -90%
BSB
1303
Bangor Savings Bank
Maine
$8K
RWML
1304
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.3K +$1.53K +15 +24%
FF
1305
FourThought Financial
Florida
$7K +$7.54K +74 New
LS
1306
Leelyn Smith
Illinois
$6K -$10.2K -100 -60%
CFD
1307
Creative Financial Designs
Indiana
$6K
DWP
1308
Destiny Wealth Partners
Florida
$6K
PI
1309
PFS Investments
Georgia
$5.98K +$3.62M +35,523 +125%
WPA
1310
West Paces Advisors
Georgia
$5.05K
FWM
1311
Focused Wealth Management
New York
$5K
NIC
1312
Northwest Investment Counselors
Oregon
$5K
TFGT
1313
TS Financial Group (TSFG)
Illinois
$5K
MFT
1314
Moisand Fitzgerald Tamayo
Florida
$5K +$5.61K +55 New
BCMLT
1315
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
BWL
1316
Bogart Wealth LLC
Virginia
$4K
SC
1317
Sierra Capital
Florida
$4K
TIM
1318
Tortoise Investment Management
New York
$4K
CYG
1319
Clean Yield Group
Vermont
$4K +$4.59K +45 New
GFPC
1320
Global Financial Private Client
Florida
$3.24K
BBPWM
1321
Blue Bell Private Wealth Management
Pennsylvania
$3K -$4.59K -45 -56%
ACK
1322
Andrew C. Karlinski
$3K -$611 -6 -18%
CWA
1323
Clearview Wealth Advisors
Oregon
$3K
SWA
1324
SOA Wealth Advisors
New York
$3K
DI
1325
Disciplined Investments
Oklahoma
$3K +$102 +1 +3%

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.