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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
NNPTE
276
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$14.6M
Calamos Advisors
277
Calamos Advisors
Illinois
$14.5M -$1.77M -16,061 -11%
FAF
278
Första AP-fonden
Sweden
$14.4M -$396K -3,600 -3%
AM
279
AGF Management
Ontario, Canada
$14.3M +$3.55M +32,275 +34%
DWT
280
Dorsey & Whitney Trust
South Dakota
$14.1M +$85.9K +781 +0.6%
CAM
281
ClariVest Asset Management
California
$13.9M -$429K -3,900 -3%
NYLIM
282
New York Life Investment Management
New York
$13.9M -$697K -6,337 -5%
CL
283
Choreo LLC
Illinois
$13.9M -$269K -2,444 -2%
SCM
284
Shelton Capital Management
Colorado
$13.8M +$12.7M +115,564 +1,778%
SCM
285
Stanley Capital Management
Texas
$13.7M
II
286
IFM Investors
Australia
$13.5M +$129K +1,169 +1%
SAM
287
Stansberry Asset Management
Texas
$13.5M -$502K -4,560 -4%
BBVA
288
Banco Bilbao Vizcaya Argentaria
Spain
$13.3M +$1.68M +15,234 +15%
BPIM
289
Brant Point Investment Management
New York
$13.3M
Creative Planning
290
Creative Planning
Kansas
$13.2M -$73.8K -671 -0.6%
WBC
291
Westpac Banking Corp
Australia
$13M +$1.99M +18,049 +19%
IIM
292
INTECH Investment Management
Florida
$13M +$424K +3,854 +3%
Skandinaviska Enskilda Banken (SEB)
293
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.7M -$34.3K -312 -0.3%
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$12.6M +$8.71M +79,187 +248%
WSTAM
295
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M -$202K -1,835 -2%
KLWA
296
Kelly Lawrence W & Associates
California
$12.3M -$201K -1,825 -2%
DnB Asset Management
297
DnB Asset Management
Norway
$12.2M -$1.14M -10,394 -9%
Man Group
298
Man Group
United Kingdom
$12.2M -$10.8M -98,162 Closed
COPPSERS
299
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.2M +$34.3K +312 +0.3%
ACI
300
Alpha Cubed Investments
California
$12.1M +$3.99M +36,244 +51%

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.