We are live on ! Find out more
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
CNAM
626
Campbell Newman Asset Management
Wisconsin
$2.32M -$8.03K -73 -0.4%
Vontobel Holding
627
Vontobel Holding
Switzerland
$2.3M +$31.6K +287 +1%
AAS
628
Ameritas Advisory Services
Nebraska
$2.29M -$520K -4,726 -19%
NMIMC
629
Northwestern Mutual Investment Management Company
Wisconsin
$2.26M +$6.27K +57 +0.3%
LJHT
630
Laurie J. Hall Trustee
$2.25M -$16.5K -150 -0.7%
CAL
631
Capital Analysts LLC
Pennsylvania
$2.24M -$41.8K -380 -2%
American Century Companies
632
American Century Companies
Missouri
$2.24M +$263K +2,388 +14%
WCM
633
Wisconsin Capital Management
Wisconsin
$2.23M -$392K -3,568 -15%
CP
634
CenterBook Partners
Connecticut
$2.21M -$2M -18,206 -48%
AA
635
Altrafin AG
$2.17M
EIG
636
Ellenbecker Investment Group
Wisconsin
$2.16M
BFA
637
Buttonwood Financial Advisors
Maryland
$2.16M -$60.2K -547 -3%
LG
638
LaFleur & Godfrey
Michigan
$2.15M +$39.6K +360 +2%
BFG
639
Berger Financial Group
Minnesota
$2.13M -$32.5K -295 -2%
AI
640
AdvisorShares Investments
Maryland
$2.11M +$627K +5,700 +44%
AIM
641
Achmea Investment Management
Netherlands
$2.1M
BCM
642
Birch Capital Management
Texas
$2.09M +$9.13K +83 +0.5%
MOS
643
MGO One Seven
Ohio
$2.07M +$49.2K +447 +2%
VIM
644
Vinva Investment Management
Australia
$2.07M +$2.01M +18,290 New
Carson Wealth (CWM LLC)
645
Carson Wealth (CWM LLC)
Nebraska
$2.06M +$76.6K +696 +4%
SAM
646
Silphium Asset Management
United Kingdom
$2.03M +$1.57M +14,250 +380%
WMG
647
WESCAP Management Group
California
$2.02M -$80.6K -733 -4%
PAG
648
Private Advisor Group
New Jersey
$2.01M -$289K -2,624 -13%
IRAG
649
Investment Research & Advisory Group
Georgia
$2M +$1.95M +17,692 New
GLA
650
Great Lakes Advisors
Illinois
$1.99M -$10.1M -91,697 -84%

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.