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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
OSAM
576
O'Shaughnessy Asset Management
Connecticut
$3.01M +$728K +6,619 +33%
API
577
Advisor Partners II
California
$2.99M -$80.9K -735 -3%
BCM
578
Bayesian Capital Management
New York
$2.99M +$1.89M +17,200 +187%
RF
579
Robbins Farley
New Hampshire
$2.98M +$30.6K +278 +1%
CCT
580
Capital City Trust
Florida
$2.97M +$8.69K +79 +0.3%
BIA
581
Barry Investment Advisors
Massachusetts
$2.92M -$65.5K -595 -2%
CSPAM
582
Cary Street Partners Asset Management
Virginia
$2.83M +$268K +2,439 +11%
APIM
583
Agate Pass Investment Management
Washington
$2.83M +$71.3K +648 +3%
AHC
584
Anderson Hoagland & Co
Missouri
$2.82M
MIP
585
Marietta Investment Partners
Wisconsin
$2.81M -$8.14K -74 -0.3%
EHWM
586
Eads & Heald Wealth Management
Georgia
$2.8M +$29.9K +272 +1%
FHA
587
First Horizon Advisors
Tennessee
$2.79M -$420K -3,816 -13%
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$2.78M -$55K -500 -2%
RVM
589
Robinson Value Management
Texas
$2.78M -$8.36K -76 -0.3%
UCFA
590
United Capital Financial Advisors
Texas
$2.78M -$399K -3,625 -13%
VI
591
Vestcor Inc
New Brunswick, Canada
$2.76M -$11K -100 -0.4%
BMSSC
592
B. Metzler seel. Sohn & Co
Germany
$2.75M +$308K +2,800 +13%
ANTB
593
AMG National Trust Bank
Colorado
$2.75M -$990K -9,004 -27%
GT
594
Glenmede Trust
Pennsylvania
$2.75M -$284K -2,583 -10%
ACM
595
Argyle Capital Management
Pennsylvania
$2.72M +$220K +2,000 +9%
TI
596
Tidal Investments
Wisconsin
$2.72M +$89.4K +813 +3%
MC
597
Moors & Cabot
Massachusetts
$2.7M +$35.2K +320 +1%
ASN
598
Advisory Services Network
Georgia
$2.69M +$53.5K +486 +2%
BF
599
BOK Financial
Oklahoma
$2.69M -$415K -3,775 -14%
MGP
600
Metis Global Partners
California
$2.68M +$694K +6,311 +36%

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.