Top value investors are loading up on this fintech stock and these other shares

Published Fri, Feb 18 202210:36 AM EST

The biggest names in value investing have a few favorite stocks in common, according to an analysis by InsiderScore.com . The company sifted through the latest securities filings from 47 major value-oriented "Super Funds" to identify the stocks with most new inflows during the fourth quarter. The biggest standout in the fourth quarter was fintech name Fiserv , picking up $1.3 billion of inflows. The funds jumping in include ValueAct, Harris Associates and Seth Klarman's Baupost . InsiderScore noted in its report that hedge funds were not the only big-money buyers of Fiserv during the quarter. "Inflows by the Value SuperFund into FISV aligns with positive sentiment at exhibited management. Namely, the CEO and chairman were each buyers of $1.0M in November while the buyback pace accelerated into Q4'21 weakness," the report said. Two other names that received heavy interest from multiple funds were energy giant Chevron , which garnered more than $1 billion combined from Berkshire Hathaway, and insurer Willis Towers Watson , which had $540 million of net inflows led by Jeffrey Smith's Starboard Value . The data from the report largely comes from hedge funds' 13-F filings with the Securities and Exchange Commission. Those filings typically show only long equity positions and do not reveal the date or price of trades, so the dollar value of the moves is usually an estimate. There was no driving theme of the quarter, according to InsiderScore, with many funds striking out on their own to make bets. "Buying was unusually concentrated. Among the top 25 inflows leaders, half were due to one fund," the report said. Some notable stocks with one major buyer were Nu Holdings , with a purchase of roughly $1.1 billion from Berkshire Hathaway, and Applovin , which garnered an investment of roughly $900 million from Vulcan Value Partners. The top holdings among the Super Funds was little changed for the quarter, as the investors largely maintained their positions in stocks like Apple , Bank of America and American Express . Here are some of the other notable stocks highlighted by InsiderScore: Citigroup saw purchases from six funds compared to one seller, led by a roughly $300 million purchase from Greenhaven. General Motors saw net inflows of roughly $100 million, with purchases from two funds offsetting selling by Harris. Wayfair saw roughly $390 million of purchases led by Vulcan. Amazon had four buyers during the quarter to the tune of about $145 million, while five other funds with positions in the e-commerce giant held steady.

Igor Golovniov | LightRocket | Getty Images

The biggest names in value investing have a few favorite stocks in common, according to an analysis by InsiderScore.com.

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