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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
ACM
451
Ayrshire Capital Management
Connecticut
$5.51M -$49K -445 -0.9%
JC
452
Jacobs & Co
California
$5.47M +$46.8K +425 +0.9%
FWTB
453
First Western Trust Bank
Colorado
$5.43M +$354K +3,221 +7%
AF
454
Ally Financial
Michigan
$5.43M
Kovitz Investment Group Partners
455
Kovitz Investment Group Partners
Illinois
$5.42M -$1.11M -10,047 -17%
MM
456
Meridian Management
Arkansas
$5.35M +$752K +6,832 +17%
HEIP
457
Hudson Edge Investment Partners
New Jersey
$5.34M -$267K -2,426 -5%
EAM
458
Eagle Asset Management
Florida
$5.34M +$367K +3,334 +8%
JGUA
459
John G. Ullman & Associates
New York
$5.31M -$185K -1,680 -3%
BA
460
Bridgewater Associates
Connecticut
$5.27M -$15.2M -137,912 -75%
MSRPS
461
Maryland State Retirement & Pension System
Maryland
$5.27M +$73.5K +668 +1%
CWM
462
CMH Wealth Management
New Hampshire
$5.26M -$2.38M -21,624 -32%
KS
463
Karpas Strategies
Connecticut
$5.25M -$22K -200 -0.4%
MKC
464
M. Kraus & Co
Vermont
$5.24M +$12.7K +115 +0.2%
MS
465
Marshall & Sullivan
Washington
$5.24M +$16.4K +149 +0.3%
BEAM
466
Baker Ellis Asset Management
Washington
$5.19M -$30K -273 -0.6%
CAN
467
Cetera Advisor Networks
California
$5.14M -$117K -1,061 -2%
EMPI
468
Elo Mutual Pension Insurance
Finland
$5.13M -$183K -1,667 -4%
RSWM
469
Robertson Stephens Wealth Management
California
$5.12M +$1.16M +10,504 +30%
HWM
470
Hohimer Wealth Management
Washington
$5.12M -$247K -2,248 -5%
SWM
471
Sendero Wealth Management
Texas
$5.12M +$828K +7,524 +20%
FDCDDQ
472
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.12M -$12.7M -115,534 -72%
CA
473
Cullinan Associates
Kentucky
$5.01M -$2.52M -22,932 -34%
SCM
474
Soros Capital Management
New York
$4.99M -$758K -6,894 -14%
ANBT
475
American National Bank & Trust
Texas
$4.97M -$755K -6,862 -13%

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.