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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
LS
651
Livforsakringsbolaget Skandia
Sweden
$1.97M
USCWA
652
U.S. Capital Wealth Advisors
Texas
$1.95M -$43.3K -394 -2%
SWS
653
SYSTM Wealth Solutions
Illinois
$1.94M +$51.2K +465 +3%
CTC
654
Central Trust Company
Missouri
$1.92M +$71.5K +650 +4%
EF
655
Empirical Finance
Pennsylvania
$1.89M +$105K +957 +6%
HCA
656
Harbor Capital Advisors
Illinois
$1.87M -$122K -1,105 -6%
MWM
657
Mission Wealth Management
California
$1.85M +$6.6K +60 +0.4%
NSIM
658
North Star Investment Management
Illinois
$1.81M
QCM
659
Quantinno Capital Management
New York
$1.79M +$381K +3,462 +28%
LNWWM
660
Laird Norton Wetherby Wealth Management
California
$1.79M +$39.4K +358 +2%
BC
661
Burney Company
Virginia
$1.79M -$11.6K -105 -0.7%
PAM
662
Paradigm Asset Management
New York
$1.79M
HCM
663
Harvey Capital Management
Florida
$1.78M -$792K -7,200 -31%
GT
664
Greenleaf Trust
Michigan
$1.78M +$350K +3,186 +25%
CCP
665
Cunning Capital Partners
North Carolina
$1.76M
V
666
Veritable
Delaware
$1.76M +$7.04K +64 +0.4%
CQS
667
Credential Qtrade Securities
$1.75M -$84.6K -769 -5%
Jones Financial Companies
668
Jones Financial Companies
Missouri
$1.75M -$16.2K -147 -0.9%
USAA
669
United Services Automobile Association
Texas
$1.73M -$1.07M -9,743 -39%
UB
670
UMB Bank
Missouri
$1.72M -$26.3K -239 -2%
SFI
671
Siemens Fonds Invest
Germany
$1.72M -$7.92K -72 -0.5%
PFO
672
Pathstone Family Office
New Jersey
$1.72M -$3.78M -34,346 -69%
PAM
673
Palisade Asset Management
Minnesota
$1.72M -$19.8K -180 -1%
SFG
674
Summit Financial Group
West Virginia
$1.71M
HIS
675
Horizon Investment Services
Indiana
$1.71M +$1.66M +15,106 New

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.