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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
CNB
376
Czech National Bank
Czech Republic
$8.46M +$51.8K +471 +0.6%
B
377
Bailard
California
$8.32M +$190K +1,724 +2%
HL
378
HeadInvest LLC
Maine
$8.22M -$156K -1,422 -2%
LSERS
379
Louisiana State Employees Retirement System
Louisiana
$8.21M
B
380
Bellecapital
Switzerland
$8.18M +$260K +2,363 +3%
CVM
381
Cheviot Value Management
California
$8.17M -$92.8K -844 -1%
BFA
382
Bragg Financial Advisors
North Carolina
$8.15M +$268K +2,437 +3%
HAM
383
Harber Asset Management
North Carolina
$8.13M -$10.8M -98,193 -58%
LAI
384
Legal Advantage Investments
California
$8.08M +$11K +100 +0.1%
MML Investors Services
385
MML Investors Services
Massachusetts
$7.97M -$1.07M -9,688 -12%
SWM
386
Spire Wealth Management
Virginia
$7.96M +$6.02M +54,683 +347%
WB
387
Webster Bank
Connecticut
$7.96M -$57.5K -523 -0.7%
NAM
388
Nissay Asset Management
Japan
$7.77M -$299K -2,715 -4%
FHB
389
First Hawaiian Bank
Hawaii
$7.71M -$213K -1,939 -3%
PFPT
390
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.68M +$484K +4,397 +7%
PI
391
PFS Investments
Georgia
$7.68M -$968K -8,798 -11%
LF
392
Longbow Finance
Switzerland
$7.65M -$3.06M -27,804 -29%
WC
393
Woodstock Corp
Massachusetts
$7.64M +$11.4K +104 +0.2%
Holocene Advisors
394
Holocene Advisors
New York
$7.51M +$9.24K +84 +0.1%
CA
395
Cornerstone Advisors
North Carolina
$7.46M
CAM
396
Cozad Asset Management
Illinois
$7.46M +$6.6K +60 +0.1%
HFS
397
Hantz Financial Services
Michigan
$7.46M -$89K -809 -1%
N
398
Natixis
France
$7.44M -$11.8M -107,341 -62%
BCI
399
Brinker Capital Investments
Pennsylvania
$7.41M +$475K +4,317 +7%
OPS
400
Orion Portfolio Solutions
Nebraska
$7.41M +$6.52M +59,269 +945%

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.