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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.7B +$222M +2,180,811 +5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.52B +$143M +1,406,050 +3%
BlackRock
3
BlackRock
New York
$3.97B +$210M +2,057,081 +5%
Dodge & Cox
4
Dodge & Cox
California
$3.43B -$45.8M -449,741 -1%
State Street
5
State Street
Massachusetts
$2.33B +$181M +1,774,528 +8%
Harris Associates
6
Harris Associates
Illinois
$1.99B -$191M -1,872,433 -8%
VH
7
ValueAct Holdings
California
$1.37B
Parnassus Investments
8
Parnassus Investments
California
$1.25B -$207M -2,034,102 -13%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.2B -$109M -1,067,142 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.14B +$122M +1,193,349 +11%
KKRC
11
Kohlberg Kravis Roberts & Co
New York
$986M -$1.41B -13,794,544 -58%
VAM
12
Veritas Asset Management
United Kingdom
$885M -$22.5M -220,718 -2%
BI
13
BlueSpruce Investments
Illinois
$724M -$35.3M -346,731 -4%
Capital World Investors
14
Capital World Investors
California
$661M +$201M +1,970,733 +39%
Northern Trust
15
Northern Trust
Illinois
$616M +$23.6M +231,690 +4%
Invesco
16
Invesco
Georgia
$606M +$60.5M +593,513 +10%
Lazard Asset Management
17
Lazard Asset Management
New York
$542M -$54.7M -536,431 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$501M +$66.6M +653,053 +14%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$475M -$129M -1,265,397 -20%
LP
20
Longview Partners
Guernsey
$474M -$61.2M -600,080 -11%
Norges Bank
21
Norges Bank
Norway
$444M +$10.5M +103,301 +2%
Franklin Resources
22
Franklin Resources
California
$431M -$27.9M -273,493 -6%
Morgan Stanley
23
Morgan Stanley
New York
$404M +$31.4M +307,643 +8%
Goldman Sachs
24
Goldman Sachs
New York
$399M +$51.2M +502,843 +13%
Legal & General Group
25
Legal & General Group
United Kingdom
$354M -$8.28M -81,294 -2%

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.