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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
CIBC World Market
401
CIBC World Market
Ontario, Canada
$7.39M +$318K +2,889 +5%
AWCI
402
Alpine Woods Capital Investors
New York
$7.37M -$101K -920 -1%
LOPW
403
Live Oak Private Wealth
North Carolina
$7.28M +$348K +3,161 +5%
LRPA
404
L. Roy Papp & Associates
Arizona
$7.27M -$28.9K -263 -0.4%
MGWM
405
Marks Group Wealth Management
Minnesota
$7.24M -$12K -109 -0.2%
SG Americas Securities
406
SG Americas Securities
New York
$7.13M +$2.97M +27,013 +75%
LSV Asset Management
407
LSV Asset Management
Illinois
$7.11M +$6.92M +62,900 New
1832 Asset Management
408
1832 Asset Management
Ontario, Canada
$7.09M
ROC
409
Running Oak Capital
Minnesota
$7.07M -$238K -2,168 -3%
MC
410
Middleton & Co
Massachusetts
$7.03M -$36.1K -328 -0.5%
Schroder Investment Management Group
411
Schroder Investment Management Group
United Kingdom
$6.98M -$997K -9,067 -13%
SGI
412
Summit Global Investments
Utah
$6.98M +$420K +3,817 +7%
IMPI
413
Ilmarinen Mutual Pension Insurance
Finland
$6.78M -$1.65M -15,000 -20%
CTA
414
Chesley Taft & Associates
Illinois
$6.67M +$474K +4,310 +8%
Janney Montgomery Scott
415
Janney Montgomery Scott
Pennsylvania
$6.64M -$295K -2,683 -4%
HPCM
416
Hunter Perkins Capital Management
Illinois
$6.63M +$1.5M +13,619 +30%
TAM
417
Tocqueville Asset Management
New York
$6.53M +$205K +1,866 +3%
PKC
418
Palmer Knight Company
Florida
$6.5M +$299K +2,715 +5%
FNBT
419
FineMark National Bank & Trust
Florida
$6.47M -$143K -1,296 -2%
MRCM
420
M&R Capital Management
New Jersey
$6.41M -$69.9K -635 -1%
FNBOO
421
First National Bank of Omaha
Nebraska
$6.37M -$178K -1,619 -3%
BCM
422
BTC Capital Management
Iowa
$6.37M -$20.8K -189 -0.3%
SAM
423
Smithbridge Asset Management
Pennsylvania
$6.29M +$458K +4,164 +8%
BCM
424
Brooktree Capital Management
Michigan
$6.27M +$71.4K +649 +1%
BIG
425
Builder Investment Group
Georgia
$6.26M

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.