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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
BCM
476
Buckhead Capital Management
Georgia
$4.94M -$1.32K -12 -0%
FB
477
Fulton Bank
Pennsylvania
$4.82M -$59.6K -542 -1%
CWM
478
Compass Wealth Management
Connecticut
$4.77M +$125K +1,139 +3%
BMM
479
Buffington Mohr McNeal
Idaho
$4.76M -$132K -1,200 -3%
CRC
480
Curi RMB Capital
Illinois
$4.64M -$25.3K -230 -0.6%
Fiera Capital (Canada)
481
Fiera Capital (Canada)
Quebec, Canada
$4.63M +$1.02M +9,262 +29%
ERIC
482
Eagle Rock Investment Company
Georgia
$4.6M -$175K -1,590 -4%
NB
483
Norinchukin Bank
Japan
$4.59M -$696K -6,324 -13%
EA
484
Ellsworth Advisors
Ohio
$4.55M -$11.4K -104 -0.3%
HT
485
Heritage Trust
Oklahoma
$4.5M +$88.8K +807 +2%
CCM
486
Carderock Capital Management
Maryland
$4.42M +$825K +7,498 +24%
CGH
487
Crossmark Global Holdings
Texas
$4.42M -$216K -1,964 -5%
Credit Agricole
488
Credit Agricole
France
$4.41M +$868K +7,889 +25%
TCCM
489
Timber Creek Capital Management
Massachusetts
$4.4M -$125K -1,133 -3%
SAM
490
Selway Asset Management
$4.4M -$18.7K -170 -0.4%
SRC
491
Stone Run Capital
New York
$4.37M -$726K -6,600 -15%
DDC
492
DF Dent & Co
Maryland
$4.35M -$739K -6,720 -15%
TWC
493
TD Waterhouse Canada
Ontario, Canada
$4.34M -$61.7K -561 -2%
GL
494
Graypoint LLC
New York
$4.33M -$1.68M -15,251 -28%
AWM
495
AE Wealth Management
Kansas
$4.3M -$229K -2,084 -5%
GWM
496
Graybill Wealth Management
Illinois
$4.3M -$34.5K -314 -0.8%
TIA
497
Tandem Investment Advisors
South Carolina
$4.29M -$358K -3,255 -8%
IAIM
498
Industrial Alliance Investment Management
Quebec, Canada
$4.27M -$633K -5,757 -13%
KP
499
Keel Point
Alabama
$4.25M +$132K +1,204 +3%
EFM
500
Eley Financial Management
Vermont
$4.23M -$73.6K -669 -2%

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.