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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
HCA
551
Horan Capital Advisors
Ohio
$3.36M +$13.6K +124 +0.4%
SI
552
Stephens Inc
Arkansas
$3.35M +$613K +5,575 +23%
HR
553
Howe & Rusling
New York
$3.35M +$1.43K +13 +0%
GWM
554
GDS Wealth Management
Texas
$3.33M +$1.44M +13,131 +80%
NMERB
555
New Mexico Educational Retirement Board
New Mexico
$3.33M -$99K -900 -3%
TC
556
TownSquare Capital
Utah
$3.32M -$18.6K -169 -0.6%
CP
557
Clayton Partners
California
$3.26M +$60.7K +552 +2%
KAS
558
Kestra Advisory Services
Texas
$3.24M -$1.9M -17,286 -38%
ECM
559
EagleClaw Capital Management
Massachusetts
$3.24M +$44K +400 +1%
CGA
560
Crescent Grove Advisors
Illinois
$3.23M +$507K +4,607 +19%
FMWA
561
Forvis Mazars Wealth Advisors
Missouri
$3.22M -$50.9K -463 -2%
AWM
562
Avior Wealth Management
Nebraska
$3.22M -$62.4K -567 -2%
TIM
563
Triad Investment Management
California
$3.22M +$68.2K +620 +2%
MLICM
564
Metropolitan Life Insurance Company (MetLife)
New York
$3.21M -$803K -7,296 -20%
LA
565
LBP AM
France
$3.2M -$144K -1,309 -4%
SC
566
SouthState Corp
Florida
$3.15M -$391K -3,555 -11%
UFF
567
USA Financial Formulas
Michigan
$3.13M +$3.04M +27,665 New
CB
568
Cadence Bank
Mississippi
$3.12M -$258K -2,345 -8%
PCA
569
Peddock Capital Advisors
Massachusetts
$3.11M +$64.4K +585 +2%
NED
570
Nancy E. Dempze
$3.08M +$53.6K +487 +2%
KA
571
KLCM Advisors
Wisconsin
$3.07M -$2.33M -21,166 -44%
DA
572
Dillon & Associates
Michigan
$3.07M +$450K +4,090 +18%
BLC
573
Brown, Lisle/Cummings
Rhode Island
$3.02M -$141K -1,285 -5%
BIM
574
Baldwin Investment Management
Pennsylvania
$3.01M -$13.8K -125 -0.5%
ITIM
575
Indiana Trust & Investment Management
Indiana
$3.01M -$51.2K -465 -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.