We are live on ! Find out more
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
Cambridge Investment Research Advisors
426
Cambridge Investment Research Advisors
Iowa
$6.25M -$174K -1,585 -3%
PGFC
427
Peapack-Gladstone Financial Corp
New Jersey
$6.24M +$13.2K +120 +0.2%
HBT
428
Hills Bank & Trust
Iowa
$6.23M -$137K -1,242 -2%
SMDAM
429
Sumitomo Mitsui DS Asset Management
Japan
$6.16M +$351K +3,187 +6%
GVAG
430
Great Valley Advisor Group
Delaware
$6.16M +$2.12M +19,277 +55%
CCM
431
Cox Capital Management
Massachusetts
$6.1M -$66K -600 -1%
SCA
432
Snowden Capital Advisors
New York
$6.09M -$643K -5,843 -10%
HIMCH
433
Hartford Investment Management Co (HIMCO)
Connecticut
$6.07M +$827K +7,516 +16%
LCM
434
Liberty Capital Management
Michigan
$6.05M -$56.3K -512 -0.9%
SAM
435
Securian Asset Management
Minnesota
$6.04M +$33.7K +306 +0.6%
PCM
436
Patient Capital Management
Maryland
$6.04M -$1.37M -12,475 -19%
CIM
437
Contravisory Investment Management
Massachusetts
$5.99M -$83.5K -759 -1%
AI
438
Atria Investments
North Carolina
$5.99M -$32.1K -292 -0.5%
MCWS
439
McKinley Carter Wealth Services
West Virginia
$5.97M -$133K -1,208 -2%
SIC
440
SFE Investment Counsel
California
$5.91M -$786K -7,146 -13%
HPC
441
HM Payson & Co
Maine
$5.84M
CJL
442
Cyrus J. Lawrence
New York
$5.82M +$5.67M +51,523 New
CAPTRUST Financial Advisors
443
CAPTRUST Financial Advisors
North Carolina
$5.79M +$2.31M +20,967 +69%
OC
444
Oarsman Capital
Wisconsin
$5.78M +$153K +1,395 +3%
RAM
445
Redmond Asset Management
Virginia
$5.77M -$32.7K -297 -0.6%
PMG
446
ProVise Management Group
Florida
$5.75M -$972K -8,832 -15%
KRS
447
Kentucky Retirement Systems
Kentucky
$5.67M -$8.25K -75 -0.1%
WIC
448
Wilkins Investment Counsel
Massachusetts
$5.6M -$15.4K -140 -0.3%
NME
449
Notis-McConarty Edward
$5.58M -$9.13K -83 -0.2%
VCA
450
Verdence Capital Advisors
Maryland
$5.53M +$2.21M +20,120 +70%

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.