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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
Tudor Investment Corp
601
Tudor Investment Corp
Connecticut
$2.68M +$2.02M +18,358 +343%
Lido Advisors
602
Lido Advisors
California
$2.61M +$2.08M +18,898 +447%
NA
603
NewEdge Advisors
Louisiana
$2.61M +$551K +5,006 +28%
CCM
604
Carmel Capital Management
California
$2.6M +$33K +300 +1%
BIM
605
Bridges Investment Management
Nebraska
$2.57M -$153K -1,390 -6%
HWM
606
HB Wealth Management
Georgia
$2.57M +$44.2K +402 +2%
KRSITF
607
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.55M -$35.8K -325 -1%
HVM
608
Harvest Volatility Management
Connecticut
$2.55M -$468K -4,251 -16%
TCOO
609
Trust Company of Oklahoma
Oklahoma
$2.54M -$95.2K -865 -4%
TNA
610
True North Advisors
Texas
$2.54M
VPIM
611
Vanguard Personalized Indexing Management
California
$2.54M -$46.1K -419 -2%
TFA
612
Trinity Financial Advisors
Ohio
$2.54M
IC
613
IEQ Capital
California
$2.5M -$164K -1,495 -6%
OSNBOA
614
Old Second National Bank of Aurora
Illinois
$2.44M -$273K -2,480 -10%
KTM
615
Keeler Thomas Management
Utah
$2.44M +$630K +5,724 +36%
MWA
616
Meridian Wealth Advisors
Texas
$2.42M +$545K +4,958 +30%
CIA
617
Choate Investment Advisors
Massachusetts
$2.4M +$470K +4,275 +25%
TCM
618
Twin Capital Management
Pennsylvania
$2.39M -$499K -4,540 -18%
AIP
619
Ameritas Investment Partners
Nebraska
$2.39M -$4.84K -44 -0.2%
OIA
620
OneDigital Investment Advisors
Kansas
$2.36M +$422K +3,832 +22%
NPAM
621
Noble Path Asset Management
New York
$2.36M -$1.99M -18,100 -46%
BIA
622
Benchmark Investment Advisors
Illinois
$2.36M -$45.1K -410 -2%
MYIA
623
Mount Yale Investment Advisors
Colorado
$2.34M -$711K -6,466 -24%
CSS
624
Cubist Systematic Strategies
Connecticut
$2.32M -$904K -8,221 -29%
ADMI
625
Albert D. Mason Inc
Massachusetts
$2.32M -$16.9K -154 -0.7%

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.