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FISV

Fiserv Inc
FISV

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: 55 → 70 (+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: 1,359 → 1,343 (-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

Top Buyers

Rank Fund Capital Flow
1
VAM
Veritas Asset Management
United Kingdom
+$217M
2
GCM
Glenview Capital Management
New York
+$166M
3
Dodge & Cox
Dodge & Cox
California
+$150M
4
FI
Focused Investors
California
+$133M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$95.3M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$519M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$480M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$151M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1326
Global Financial Private Client
Florida
$3.5K – – –
JWM
1327
Janiczek Wealth Management
Colorado
$3K -$14K -138 -82%
ACK
1328
Andrew C. Karlinski
$3K – – –
CWA
1329
Clearview Wealth Advisors
Oregon
$3K – – –
FNBOSM
1330
First National Bank of South Miami
Florida
$3K – – –
HI
1331
Hudock Inc
Pennsylvania
$3K – – –
BIM
1332
Baldwin Investment Management
Pennsylvania
$2.85K -$85K -840 -3%
BA
1333
Bellwether Advisors
Nebraska
$2K – – –
FBT
1334
First Bank & Trust
South Dakota
$2K – – –
RG
1335
Retirement Group
California
$2K +$1.01K +10 +111%
DI
1336
Disciplined Investments
Oklahoma
$2K +$2.43K +24 New
NDSI
1337
Newman Dignan & Sheerar Inc
Rhode Island
$1.25K -$17.9K -177 -1%
TFM
1338
TFC Financial Management
Massachusetts
$1K -$3.75K -37 -73%
CWC
1339
Carolinas Wealth Consulting
North Carolina
$1K – – –
CFFP
1340
Center for Financial Planning
Michigan
$1K – – –
NFSG
1341
Newbridge Financial Services Group
Florida
$1K – – –
MAM
1342
Marquette Asset Management
Minnesota
$1K +$506 +5 New
MA
1343
MCF Advisors
Kentucky
$1K +$1.11K +11 New
WIM
1344
Westside Investment Management
California
$42 – – –
ZIG
1345
Zurich Insurance Group
Switzerland
– -$106M -1,020,600 Closed
KCM
1346
Kensico Capital Management
Connecticut
– -$105M -1,014,200 Closed
SIG
1347
Senator Investment Group
New York
– -$57.1M -550,000 Closed
Walleye Trading
1348
Walleye Trading
New York
– -$32.5M -321,235 Closed
VIMU
1349
Veritas Investment Management (UK)
United Kingdom
– -$28.4M -273,695 Closed
CP
1350
Castleview Partners
Texas
– -$2.06K -214,326 Closed
52 53
54
55 56

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.