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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
BEI
1326
Benjamin Edwards Inc
Missouri
$3K +$3.67K +36 New
AWM
1327
Abound Wealth Management
Tennessee
$2.9K +$3.16K +31 New
BIM
1328
Baldwin Investment Management
Pennsylvania
$2.51K -$127K -1,250 -4%
MOS
1329
MGO One Seven
Ohio
$2.45K +$263K +2,578 +17%
HI
1330
Hudock Inc
Pennsylvania
$2K
SIC
1331
SJS Investment Consulting
Ohio
$2K +$2.34K +23 New
NDSI
1332
Newman Dignan & Sheerar Inc
Rhode Island
$1.13K +$102 +1 +0%
CWC
1333
Carolinas Wealth Consulting
North Carolina
$1K
MA
1334
MCF Advisors
Kentucky
$1K
NFSG
1335
Newbridge Financial Services Group
Florida
$1K
TFM
1336
TFC Financial Management
Massachusetts
$1K
MHR
1337
Matthew Hamilton Rosenberg
$1K +$611 +6 New
LF
1338
Lee Financial
Texas
$1K +$815 +8 New
CB
1339
Community Bank
New York
$1K +$1.53K +15 New
PWP
1340
Principle Wealth Partners
Connecticut
$458 +$132K +1,300 +36%
FHC
1341
First Heartland Consultants
Missouri
$401 +$24.1K +236 +6%
WIM
1342
Westside Investment Management
California
$32 -$7.44K -73 -17%
JCM
1343
Junto Capital Management
New York
-$52.7M -592,369 Closed
A
1344
AustralianSuper
Australia
-$24.6K -276,383 Closed
IG
1345
ING Group
Netherlands
-$11.9M -134,314 Closed
LFCM
1346
Long Focus Capital Management
Puerto Rico
-$10.7M -120,000 Closed
PCM
1347
Prana Capital Management
Connecticut
-$10.1M -113,955 Closed
RIA
1348
RPG Investment Advisory
California
-$6.6M -74,185 Closed
BC
1349
Brookfield Corp
Ontario, Canada
-$4.42M -49,715 Closed
MSRPS
1350
Maryland State Retirement & Pension System
Maryland
-$4.09M -45,936 Closed

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.