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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
CWP
1401
Concord Wealth Partners
Virginia
-$169K -1,905 Closed
CI
1402
CX Institutional
Indiana
-$133K -1,496 Closed
1IA
1403
1834 Investment Advisors
Wisconsin
-$113K -1,274 Closed
PFS
1404
Prospera Financial Services
Texas
-$103K -1,159 Closed
SWM
1405
SeaCrest Wealth Management
New York
-$102K -1,143 Closed
KC
1406
Kenfarb & Co
Kentucky
-$106K -1,050 Closed
CA
1407
CoreCap Advisors
Michigan
-$90K -1,010 Closed
WOSD
1408
WFA of San Diego
California
-$77K -870 Closed
VRM
1409
Vectors Research Management
New York
-$69K -770 Closed
TAIM
1410
TD Ameritrade Investment Management
Nebraska
-$54K -604 Closed
CWM
1411
Curi Wealth Management
North Carolina
-$47K -528 Closed
LC
1412
Legacy CG
Texas
-$28K -314 Closed
MTIC
1413
Missouri Trust & Investment Company
Missouri
-$27K -300 Closed
SIA
1414
SkyView Investment Advisors
New Jersey
-$19K -209 Closed
HWMA
1415
Heritage Wealth Management (Arizona)
Arizona
-$17.8K -200 Closed
SN
1416
Sittner & Nelson
Oregon
-$17K -190 Closed
TVWM
1417
Tower View Wealth Management
Wisconsin
-$16K -180 Closed
HDIM
1418
Hanson & Doremus Investment Management
Vermont
-$13K -150 Closed
PMFA
1419
Plante Moran Financial Advisors
Michigan
-$13K -150 Closed
SIAP
1420
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$12K -140 Closed
COCM
1421
Charter Oak Capital Management
New Hampshire
-$10K -100 Closed
GKIM
1422
GW&K Investment Management
Massachusetts
-$7K -78 Closed
CCMIC
1423
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
-$7K -75 Closed
IAS
1424
IMA Advisory Services
Colorado
-$6K -67 Closed
AWM
1425
Activest Wealth Management
Florida
-$5K -51 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.