We are live on ! Find out more
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
FBA
1376
Front Barnett Associates
Illinois
– -$277K -2,730 Closed
MFGM
1377
Marshall Financial Group (Maryland)
Maryland
– -$276K -2,724 Closed
BFM
1378
Boothbay Fund Management
New York
– -$276K -2,719 Closed
BFPW
1379
BOK Financial Private Wealth
Colorado
– -$274K -2,705 Closed
UF
1380
Univest Financial
Pennsylvania
– -$249K -2,453 Closed
TSS
1381
Two Sigma Securities
New York
– -$243K -2,397 Closed
TCM
1382
Tran Capital Management
California
– -$237K -2,342 Closed
SBH
1383
Segall Bryant & Hamill
Illinois
– -$227K -2,240 Closed
TC
1384
Telemus Capital
Michigan
– -$224K -2,210 Closed
AT
1385
American Trust
Kentucky
– -$223K -2,200 Closed
RPSA
1386
Richard P. Slaughter Associates
Texas
– -$223K -2,200 Closed
SC
1387
Sepio Capital
Utah
– -$222K -2,188 Closed
CF
1388
Corrigan Financial
Rhode Island
– -$221K -2,181 Closed
KIA
1389
KCM Investment Advisors
California
– -$220K -2,167 Closed
OCM
1390
Osterweis Capital Management
California
– -$219K -2,160 Closed
FWM
1391
Frontier Wealth Management
Missouri
– -$210K -2,124 Closed
CW
1392
CreativeOne Wealth
Kansas
– -$215K -2,116 Closed
BPWM
1393
Badgley Phelps Wealth Managers
Washington
– -$213K -2,100 Closed
UCI
1394
Uncommon Cents Investing
Wisconsin
– -$213K -2,100 Closed
JA
1395
JLB & Associates
Michigan
– -$210K -2,075 Closed
BP
1396
BBR Partners
New York
– -$210K -2,068 Closed
DBG
1397
De Burlo Group
Massachusetts
– -$209K -2,063 Closed
AWP
1398
Ascent Wealth Partners
New York
– -$208K -2,050 Closed
BJL
1399
Brighton Jones LLC
Washington
– -$208K -2,050 Closed
LI
1400
LVZ Inc
Michigan
– -$208K -2,048 Closed
54 55
56
57 58

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.