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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
SCP
351
Steamboat Capital Partners
New York
$9.61M -$1.13M -10,276 -11%
RSVP
352
Ramsay Stattman Vela & Price
Colorado
$9.54M -$146K -1,325 -2%
MAA
353
Matrix Asset Advisors
New York
$9.47M -$510K -4,632 -5%
Twin Tree Management
354
Twin Tree Management
Texas
$9.4M +$9.15M +83,207 New
SLAM
355
Swiss Life Asset Management
$9.32M +$2.63M +23,937 +41%
JMPWA
356
JP Morgan Private Wealth Advisors
California
$9.25M -$2.27M -20,648 -20%
BAM
357
Bell Asset Management
Australia
$9.23M -$2.28M -20,717 -20%
BG
358
Bahl & Gaynor
Ohio
$9.18M -$527K -4,792 -6%
ACA
359
Aptus Capital Advisors
Alabama
$9.16M +$2.93M +26,671 +49%
BNP Paribas Asset Management
360
BNP Paribas Asset Management
France
$9.13M -$11.2M -102,050 -56%
TC
361
TwinBeech Capital
New York
$9.09M +$2.65M +24,075 +43%
MJP
362
Michael J. Puzo
$9.07M +$80K +727 +0.9%
ET
363
Equitable Trust
Tennessee
$9.04M -$3.24M -29,459 -27%
GIBU
364
Gulf International Bank (UK)
United Kingdom
$8.99M -$3.09M -28,051 -26%
BC
365
Brookfield Corp
Ontario, Canada
$8.98M +$1.67M +15,142 +24%
AAF
366
Andra AP-fonden
Sweden
$8.95M +$3.34M +30,395 +62%
RBC
367
Romano Brothers & Co
Illinois
$8.94M +$357K +3,247 +4%
PI
368
PineBridge Investments
New York
$8.94M +$3.65M +33,180 +72%
HAIM
369
Hunter Associates Investment Management
Pennsylvania
$8.87M +$523K +4,756 +6%
X
370
Xponance
Pennsylvania
$8.81M +$218K +1,986 +3%
PA
371
Perennial Advisors
New York
$8.68M -$44.1K -401 -0.5%
EI
372
Ethic Inc
New York
$8.63M +$1.61M +14,601 +24%
LOAME
373
Lombard Odier Asset Management (Europe)
United Kingdom
$8.59M -$2.31M -21,000 -22%
Pacer Advisors
374
Pacer Advisors
Pennsylvania
$8.49M +$5.88M +53,409 +246%
PWLP
375
Prio Wealth Limited Partnership
Massachusetts
$8.46M -$25.3K -230 -0.3%

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.