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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
BBL
1376
Beck Bode LLC
Massachusetts
– -$1.52M -14,692 Closed
CIC
1377
Cornercap Investment Counsel
Georgia
– -$1.52M -14,604 Closed
WA
1378
WESPAC Advisors
California
– -$1.4M -13,522 Closed
PP
1379
Paloma Partners
Connecticut
– -$1.26M -12,475 Closed
SSM
1380
Sound Shore Management
Connecticut
– -$1.12M -10,755 Closed
CPA
1381
Court Place Advisors
Maryland
– -$1.07M -10,315 Closed
ESCM
1382
Echo Street Capital Management
New York
– -$1.01M -9,703 Closed
PDN
1383
Pensionfund DSM Netherlands
Netherlands
– -$996K -9,600 Closed
STAS
1384
Strong Tower Advisory Services
Minnesota
– -$909K -8,754 Closed
NERM
1385
New England Research & Management
Illinois
– -$798K -7,691 Closed
TCM
1386
Tandem Capital Management
New Jersey
– -$779K -7,505 Closed
AL
1387
ACAS LLC
California
– -$706K -6,800 Closed
FFA
1388
Fragasso Financial Advisors
Pennsylvania
– -$651K -6,275 Closed
PSC
1389
Prentiss Smith & Co
Vermont
– -$629K -6,060 Closed
BCM
1390
Bayesian Capital Management
New York
– -$612K -5,900 Closed
XT
1391
XTX Topco
Cayman Islands
– -$606K -5,835 Closed
BC
1392
Bridgefront Capital
Texas
– -$559K -5,390 Closed
CAM
1393
Concorde Asset Management
Michigan
– -$533K -5,131 Closed
HC
1394
Hamilton Capital
Ohio
– -$524K -5,050 Closed
IIC
1395
Integrated Investment Consultants
Michigan
– -$514K -4,955 Closed
EGM
1396
Engineers Gate Manager
New York
– -$486K -4,679 Closed
SM
1397
SG3 Management
Puerto Rico
– -$467K -4,500 Closed
DWM
1398
Drive Wealth Management
Utah
– -$466K -4,489 Closed
MPM
1399
MBB Public Markets
Illinois
– -$461K -4,446 Closed
CW
1400
Connectus Wealth
Ohio
– -$432K -4,162 Closed
54 55
56
57 58

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.