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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
ECU
26
Egerton Capital (UK)
United Kingdom
$396M +$385M +3,499,199 New
Charles Schwab
27
Charles Schwab
California
$387M +$4.36M +39,620 +1%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$368M -$18.8M -170,679 -5%
Goldman Sachs
29
Goldman Sachs
New York
$366M +$83.6M +760,167 +31%
PAI
30
Pittenger & Anderson Inc
Nebraska
$342M -$2.21M -20,100 -0.7%
LWCFA
31
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$339M -$769K -6,988 -0.2%
UBS AM
32
UBS AM
Illinois
$326M -$9.17M -83,374 -3%
Bank of America
33
Bank of America
North Carolina
$318M +$92.2M +838,284 +42%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$310M -$129M -1,170,989 -30%
Amundi
35
Amundi
France
$304M +$71.7M +651,450 +32%
Lazard Asset Management
36
Lazard Asset Management
New York
$289M -$97M -881,542 -26%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$287M +$7.82M +71,047 +3%
JP Morgan Chase
38
JP Morgan Chase
New York
$284M +$89.3M +811,850 +48%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$277M +$13.2M +119,713 +5%
Swiss National Bank
40
Swiss National Bank
Switzerland
$271M -$8.28M -75,300 -3%
PAMS
41
Pictet Asset Management (Switzerland)
Switzerland
$268M -$31.9M -290,164 -11%
CWG
42
C WorldWide Group
Denmark
$265M -$25.8M -234,674 -9%
Ameriprise
43
Ameriprise
Minnesota
$255M -$10.6M -95,982 -4%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$244M +$11M +100,410 +5%
GCM
45
Glenview Capital Management
New York
$243M -$41M -372,420 -15%
RJA
46
Raymond James & Associates
Florida
$236M -$3.67M -33,362 -2%
MPI
47
Mairs & Power Inc
Minnesota
$228M +$311K +2,823 +0.1%
JFL
48
Jarislowsky, Fraser Ltd
Quebec, Canada
$228M -$9.21M -83,689 -4%
William Blair & Company
49
William Blair & Company
Illinois
$225M +$1.45M +13,185 +0.7%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$211M +$6.82M +61,988 +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.