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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
AC
1351
ASB Consultores
Florida
– -$730K -7,197 Closed
OTL
1352
Oak Thistle LLC
New York
– -$705K -6,947 Closed
Wolverine Trading
1353
Wolverine Trading
Illinois
– -$640K -6,601 Closed
FDS
1354
Freedom Day Solutions
Texas
– -$665K -6,555 Closed
NHC
1355
Nicholas Hoffman & Company
Georgia
– -$644K -6,356 Closed
AWS
1356
Atria Wealth Solutions
New York
– -$620K -6,118 Closed
VF
1357
Virtu Financial
New York
– -$614K -6,051 Closed
MMA
1358
Miracle Mile Advisors
California
– -$535K -5,279 Closed
SCF
1359
Sante Capital Fund
Texas
– -$530K -5,229 Closed
AIM
1360
Allen Investment Management
New York
– -$480K -4,730 Closed
IIM
1361
InTrack Investment Management
Vermont
– -$471K -4,649 Closed
DGI
1362
Disciplined Growth Investors
Minnesota
– -$420K -4,142 Closed
KJHP
1363
K.J. Harrison & Partners
Ontario, Canada
– -$400K -3,945 Closed
CCA
1364
Covey Capital Advisors
Georgia
– -$397K -3,913 Closed
IC
1365
Intersect Capital
California
– -$391K -3,856 Closed
HTC
1366
Haverford Trust Company
Pennsylvania
– -$381K -3,754 Closed
WA
1367
WP Advisors
California
– -$357K -3,523 Closed
FFG
1368
Fortem Financial Group
California
– -$345K -3,402 Closed
PAM
1369
Paradigm Asset Management
New York
– -$345K -3,400 Closed
CRI
1370
Colonial River Investments
Virginia
– -$592K -3,358 Closed
JF
1371
Jump Financial
Illinois
– -$327K -3,230 Closed
NP
1372
NorthRock Partners
Minnesota
– -$318K -3,139 Closed
SSG
1373
Summit Securities Group
New York
– -$297K -2,925 Closed
SAM
1374
Security Asset Management
New York
– -$292K -2,883 Closed
CCA
1375
Clearwater Capital Advisors
Illinois
– -$281K -2,770 Closed
53 54
55
56 57

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.