Fiserv Inc
FISV
1,476 hedge funds and large institutions have $69.9B invested in Fiserv Inc in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 510 increasing their positions, 596 reducing their positions, and 89 closing their positions.
57% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 89
10% more capital invested
Capital invested by funds: $63.4B → $69.9B (+$6.51B)
5% more funds holding in top 10
Funds holding in top 10: 88 → 92 (+4)
3% more funds holding
Funds holding: 1,435 → 1,476 (+41)
0.12% more ownership
Funds ownership: 89.68% → 89.79% (+0.12%)
14% less repeat investments, than reductions
Existing positions increased: 510 | Existing positions reduced: 596
31% less call options, than puts
Call options by funds: $412M | Put options by funds: $595M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$299M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$258M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
+$237M |
| 4 |
Holocene Advisors
New York
|
+$147M |
| 5 |
PC
PointState Capital
New York
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$501M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$220M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$207M |
| 4 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$184M |
| 5 |
Lazard Asset Management
New York
|
-$173M |
FISV Hedge Fund Activity: Q2 2023 in Review
1,476 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2023, worth a combined $69.9B — up 10% from $63.4B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new FISV positions and 89 closed out — a net gain of 51 holders — while 510 added to existing stakes and 596 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $299M. The largest seller was Envestnet Asset Management, cutting an estimated $501M.
- 1,476 institutional investors held Fiserv Inc (FISV) as of Q2 2023, up from 1,435 in Q1 2023.
- Funds reported $69.9B of Fiserv Inc stock for Q2 2023, up 10% quarter-over-quarter.
- 140 funds opened new Fiserv Inc positions in Q2 2023 and 89 closed out, a net change of +51 holders.
- The largest Fiserv Inc buyer in Q2 2023 was Fidelity Investments, an estimated $299M added.
- The largest Fiserv Inc seller in Q2 2023 was Envestnet Asset Management, an estimated $501M sold.
Based on aggregated 13F filings for Q2 2023.