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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
LDB
326
Lee, Danner & Bass
Tennessee
$10.6M -$298K -2,710 -3%
Daiwa Securities Group
327
Daiwa Securities Group
Japan
$10.6M +$254K +2,307 +3%
BWP
328
Baldwin Wealth Partners
Massachusetts
$10.6M -$28.7K -261 -0.3%
AC
329
Addenda Capital
Quebec, Canada
$10.5M -$110K -1,004 -1%
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$10.5M -$67.1K -610 -0.7%
FNT
331
First National Trust
Pennsylvania
$10.4M -$282K -2,563 -3%
ECU
332
Eisler Capital (UK)
United Kingdom
$10.4M +$10.1M +91,802 New
ROC
333
Robertson Opportunity Capital
Texas
$10.3M
CWM
334
CIBC World Markets
New York
$10.3M -$2.25M -20,470 -18%
MOACM
335
Mutual of America Capital Management
New York
$10.3M +$16.5K +150 +0.2%
TAS
336
TIFF Advisory Services
Pennsylvania
$10.3M -$6.2M -56,378 -38%
Jane Street
337
Jane Street
New York
$10.2M +$128K +1,160 +1%
National Bank of Canada
338
National Bank of Canada
Quebec, Canada
$10.2M +$2.94M +26,742 +42%
GH
339
GAM Holding
Switzerland
$10.1M +$31.1K +283 +0.3%
SWK
340
Stephen W. Kidder
$10.1M -$9.35K -85 -0.1%
YCM
341
Yousif Capital Management
Michigan
$9.98M -$823K -7,477 -8%
VC
342
Vestor Capital
Illinois
$9.93M +$2.92M +26,586 +43%
TIM
343
Thompson Investment Management
Wisconsin
$9.81M -$710K -6,454 -7%
CS
344
Candriam SCA
Luxembourg
$9.79M +$1.88M +17,126 +22%
CI Investments Inc
345
CI Investments Inc
Ontario, Canada
$9.76M -$4.27M -38,806 -31%
FGP
346
Foyston, Gordon, & Payne
Ontario, Canada
$9.76M +$2.57M +23,366 +37%
SF
347
Synovus Financial
Georgia
$9.75M -$85.4K -776 -0.9%
BCB
348
Brian C. Broderick
$9.74M -$29.2K -265 -0.3%
LPT
349
Legacy Private Trust
Wisconsin
$9.65M -$660K -6,003 -7%
SPIA
350
Steward Partners Investment Advisory
New York
$9.61M +$3.11M +28,234 +50%

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.