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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
RBA
1376
Richard Bernstein Advisors
New York
-$434K -4,882 Closed
ESCM
1377
Echo Street Capital Management
New York
-$430K -4,837 Closed
XT
1378
XTX Topco
Cayman Islands
-$417K -4,683 Closed
YIH
1379
Y-Intercept (HK)
Hong Kong
-$415K -4,659 Closed
EWA
1380
EP Wealth Advisors
California
-$393K -4,421 Closed
FCI
1381
Financial Counselors Inc
Kansas
-$371K -4,165 Closed
VNB
1382
Virginia National Bank
Virginia
-$365K -4,100 Closed
BWG
1383
Beta Wealth Group
California
-$302K -3,400 Closed
FL
1384
Fort LP
Maryland
-$296K -3,325 Closed
MM
1385
MQS Management
New York
-$282K -3,166 Closed
FFA
1386
Fragasso Financial Advisors
Pennsylvania
-$281K -3,162 Closed
EVM
1387
Evelyn V. Moreno
-$276K -3,107 Closed
SEC
1388
Seven Eight Capital
New York
-$271K -3,051 Closed
CNC
1389
Canandaigua National Corp
New York
-$271K -3,041 Closed
NW
1390
NewEdge Wealth
Pennsylvania
-$270K -3,031 Closed
CCM
1391
Chiron Capital Management
Florida
-$249K -2,800 Closed
QI
1392
Qtron Investments
Massachusetts
-$240K -2,695 Closed
LA
1393
Lifeworks Advisors
Michigan
-$234K -2,634 Closed
RCM
1394
Radnor Capital Management
Pennsylvania
-$225K -2,528 Closed
DA
1395
DSC Advisors
Illinois
-$224K -2,516 Closed
SCM
1396
Schnieders Capital Management
California
-$216K -2,422 Closed
TTWM
1397
TCV Trust & Wealth Management
Virginia
-$215K -2,420 Closed
IUHSA
1398
Itau Unibanco Holding S.A.
Brazil
-$215K -2,419 Closed
SG
1399
StoneX Group
New York
-$203K -2,281 Closed
CWM
1400
Congress Wealth Management
Massachusetts
-$202K -2,266 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.