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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
IMRF
501
Illinois Municipal Retirement Fund
Illinois
$4.22M
CCFCSB
502
Cape Cod Five Cents Savings Bank
Massachusetts
$4.21M +$113K +1,024 +3%
BBI
503
Baxter Bros Inc
Connecticut
$4.21M -$208K -1,892 -5%
CCG
504
Cloverfields Capital Group
Minnesota
$4.19M +$412K +3,744 +11%
CAM
505
Close Asset Management
United Kingdom
$4.18M +$367K +3,333 +10%
RMCM
506
Reynders McVeigh Capital Management
Massachusetts
$4.16M -$194K -1,765 -5%
FBFS
507
First Business Financial Services
Wisconsin
$4.12M -$2.99M -27,219 -43%
IIC
508
Ironwood Investment Counsel
Arizona
$4.08M +$122K +1,108 +3%
BCM
509
Blume Capital Management
California
$4.06M -$141K -1,283 -3%
Los Angeles Capital Management
510
Los Angeles Capital Management
California
$4.05M +$3.02M +27,441 +327%
FM
511
Freemont Management
Switzerland
$4.05M
Cetera Investment Advisers
512
Cetera Investment Advisers
Illinois
$4.04M -$791K -7,190 -17%
DRD
513
Dennis R. Delaney
$4M +$44K +400 +1%
LCM
514
Linker Capital Management
Kentucky
$3.97M
PAMG
515
Patton Albertson Miller Group
Tennessee
$3.97M +$244K +2,216 +7%
DILIC
516
Dai-ichi Life Insurance Company
Japan
$3.94M
NAM
517
NorthCrest Asset Manangement
Minnesota
$3.93M +$3.83M +34,799 New
KOCAA
518
Knights of Columbus Asset Advisors
Connecticut
$3.93M +$13.3K +121 +0.3%
GHAM
519
Gilman Hill Asset Management
Connecticut
$3.88M +$144K +1,310 +4%
GWM
520
Geneos Wealth Management
Colorado
$3.84M -$589K -5,350 -14%
PA
521
Profund Advisors
Maryland
$3.82M -$26K -236 -0.7%
ATC
522
Argent Trust Co
Tennessee
$3.79M -$211K -1,914 -5%
GT
523
Glenview Trust
Kentucky
$3.76M -$20.4K -185 -0.6%
BWA
524
BDO Wealth Advisors
Florida
$3.73M -$97.5K -886 -3%
AIM
525
Anchor Investment Management
South Carolina
$3.72M +$73.2K +665 +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.