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FISV

Fiserv Inc

1,435 hedge funds and large institutions have $63.4B invested in Fiserv Inc in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 469 increasing their positions, 618 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 100

12% more capital invested

Capital invested by funds: $56.7B → $63.4B (+$6.65B)

7% more funds holding in top 10

Funds holding in top 10: 8288 (+6)

1.41% more ownership

Funds ownership: 88.27%89.68% (+1.4%)

0% more funds holding

Funds holding: 1,4331,435 (+2)

24% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 618

30% less call options, than puts

Call options by funds: $398M | Put options by funds: $565M

Holders
1,435
Holders Change
+2
Holders Change %
+0.14%
% of All Funds
22.86%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.4%
New
125
Increased
469
Reduced
618
Closed
100
Calls
$398M
Puts
$565M
Net Calls
-$167M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Bowie Capital Management
Texas
$23.7M -$5.87M -53,376 -20%
ICM
227
Invenomic Capital Management
Massachusetts
$23M +$13.3M +121,118 +148%
SOMRS
228
State of Michigan Retirement System
Michigan
$22.8M +$198K +1,800 +0.9%
M&T Bank
229
M&T Bank
New York
$22.4M -$500K -4,544 -2%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$22.3M +$76K +691 +0.4%
OPERF
231
Oregon Public Employees Retirement Fund
Oregon
$22.2M -$890K -8,090 -4%
AFCM
232
Applied Finance Capital Management
Puerto Rico
$22.1M +$89.1K +810 +0.4%
HighTower Advisors
233
HighTower Advisors
Illinois
$21.7M +$1.37M +12,475 +7%
MHIC
234
Marble Harbor Investment Counsel
Massachusetts
$21.3M +$69.5K +632 +0.3%
Retirement Systems of Alabama
235
Retirement Systems of Alabama
Alabama
$21.2M -$1.73M -15,742 -8%
NOCM
236
Night Owl Capital Management
Connecticut
$21M -$84.3K -766 -0.4%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$20.9M -$757K -6,886 -4%
AT
238
Arvest Trust
Oklahoma
$20.8M -$1M -9,116 -5%
Teacher Retirement System of Texas
239
Teacher Retirement System of Texas
Texas
$20.7M -$1.18M -10,758 -6%
NPPM
240
North Point Portfolio Managers
Ohio
$20.3M -$127K -1,152 -0.6%
TAM
241
Thematics Asset Management
France
$20M -$6.93M -63,000 -26%
WDA
242
Wendell David Associates
New Hampshire
$19.8M -$152K -1,378 -0.8%
Bank of Nova Scotia
243
Bank of Nova Scotia
Ontario, Canada
$19.7M -$34.6M -314,273 -64%
Nomura Asset Management
244
Nomura Asset Management
Japan
$19.7M +$209K +1,900 +1%
D.E. Shaw & Co
245
D.E. Shaw & Co
New York
$19.1M +$7.09M +64,452 +62%
ACM
246
Aryeh Capital Management
Ontario, Canada
$19.1M -$8.43M -76,600 -31%
MGIM
247
M&G Investment Management
United Kingdom
$18.9M +$2.03M +18,474 +12%
MIM
248
MetLife Investment Management
New Jersey
$18.7M -$216K -1,961 -1%
ASRS
249
Arizona State Retirement System
Arizona
$18.6M -$91.9K -835 -0.5%
AB
250
Amalgamated Bank
New York
$18.4M -$19.3K -175 -0.1%

FISV Hedge Fund Activity: Q1 2023 in Review

1,435 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2023, worth a combined $63.4B — up 12% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new FISV positions and 100 closed out — a net gain of 25 holders — while 469 added to existing stakes and 618 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $635M. The largest seller was Parnassus Investments, cutting an estimated $597M.

  • 1,435 institutional investors held Fiserv Inc (FISV) as of Q1 2023, up from 1,433 in Q4 2022.
  • Funds reported $63.4B of Fiserv Inc stock for Q1 2023, up 12% quarter-over-quarter.
  • 125 funds opened new Fiserv Inc positions in Q1 2023 and 100 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q1 2023 was Fidelity Investments, an estimated $635M added.
  • The largest Fiserv Inc seller in Q1 2023 was Parnassus Investments, an estimated $597M sold.

Based on aggregated 13F filings for Q1 2023.