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FISV

Fiserv Inc

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: 5570 (+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: 1,3591,343 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1426
Confluence Wealth Services
Pennsylvania
-$90K -871 Closed
AWA
1427
Aquire Wealth Advisors
Utah
-$82K -790 Closed
FPWM
1428
FSB Premier Wealth Management
Iowa
-$79K -762 Closed
CC
1429
Corsicana & Co
Texas
-$78K -755 Closed
AIM
1430
AHL Investment Management
Florida
-$71K -681 Closed
EBA
1431
Eagle Bay Advisors
New York
-$64K -613 Closed
RIA
1432
Richwood Investment Advisors
Ohio
-$55K -530 Closed
TCWM
1433
Total Clarity Wealth Management
Illinois
-$47K -457 Closed
EPM
1434
Equitec Proprietary Markets
Illinois
-$36K -350 Closed
NIM
1435
NuWave Investment Management
New Jersey
-$36K -349 Closed
SFM
1436
Signet Financial Management
New Jersey
-$35K -334 Closed
TCOV
1437
Trust Company of Vermont
Vermont
-$31K -298 Closed
CH
1438
Canton Hathaway
Rhode Island
-$25K -240 Closed
GWMIA
1439
Global Wealth Management Investment Advisory
Florida
-$18K -170 Closed
FGAM
1440
Financial Gravity Asset Management
Texas
-$10 -104 Closed
JRFS
1441
James Reed Financial Services
Ohio
-$10K -101 Closed
VCM
1442
Vigilant Capital Management
Maine
-$10K -94 Closed
TVWM
1443
Tower View Wealth Management
Wisconsin
-$9K -84 Closed
PP
1444
PrairieView Partners
Minnesota
-$6K -54 Closed
BDWM
1445
Brewin Dolphin Wealth Management
Ireland
-$5K -48 Closed
AWA
1446
Amplius Wealth Advisors
Pennsylvania
-$4K -43 Closed
LWA
1447
Lenox Wealth Advisors
New York
-$2K -22 Closed
ONST
1448
Old North State Trust
North Carolina
-$2K -19 Closed
CWM
1449
Curi Wealth Management
North Carolina
-$1.62K -16 -89%
TSWM
1450
Tyler-Stone Wealth Management
Ohio
-$2K -16 Closed

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.