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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
PCH
251
Polar Capital Holdings
United Kingdom
$18.1M -$3.95M -35,930 -18%
KFS
252
Kurt F. Somerville
$17.6M +$194K +1,762 +1%
GIA
253
Guyasuta Investment Advisors
Pennsylvania
$17.5M +$4.41M +40,128 +35%
TIP
254
Torray Investment Partners
Maryland
$17.5M -$23.7K -215 -0.1%
DADC
255
D.A. Davidson & Co
Montana
$17.4M +$450K +4,089 +3%
Osaic Holdings
256
Osaic Holdings
Arizona
$17.3M +$178K +1,616 +1%
SAM
257
Shell Asset Management
Netherlands
$17.3M -$12.2K -111 -0.1%
CAC
258
Core Alternative Capital
Georgia
$17.3M -$1.57M -14,294 -9%
Handelsbanken Fonder
259
Handelsbanken Fonder
Sweden
$17M +$1.35M +12,246 +9%
FAF
260
Fjarde Ap-fonden
Sweden
$16.9M +$1.25M +11,400 +8%
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$16.5M -$1.4M -12,739 -8%
MME
262
Meag Munich Ergo
Germany
$16.5M +$16M +145,773 New
GC
263
Guggenheim Capital
Illinois
$16.4M +$424K +3,853 +3%
AFG
264
Albion Financial Group
Utah
$16M -$212K -1,929 -1%
MA
265
Montag & Associates
Georgia
$16M -$187K -1,699 -1%
TFA
266
Toth Financial Advisory
Virginia
$15.8M +$74K +673 +0.5%
ZIM
267
Zacks Investment Management
Illinois
$15.8M +$896K +8,149 +6%
LIA
268
LS Investment Advisors
Michigan
$15.8M -$922K -8,385 -6%
CC
269
Cornerstone Capital
California
$15.7M -$411K -3,733 -3%
MCM
270
Mill Capital Management
North Carolina
$15.1M -$51.9K -472 -0.4%
BST
271
Bath Savings Trust
Maine
$15M +$169K +1,539 +1%
TPSF
272
Texas Permanent School Fund
Texas
$15M +$4.64M +42,167 +47%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$14.9M +$200K +1,815 +1%
Russell Investments Group
274
Russell Investments Group
United Kingdom
$14.8M -$5.92M -53,797 -29%
PAM
275
Panagora Asset Management
Massachusetts
$14.7M +$9.65M +87,722 +208%

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.