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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
NEI
676
Northwest & Ethical Investments
Ontario, Canada
$1.7M -$54.8K -498 -3%
TRCT
677
Tower Research Capital (TRC)
New York
$1.68M -$1.41M -12,832 -46%
WGCA
678
Wolf Group Capital Advisors
Virginia
$1.68M -$130K -1,184 -7%
WS
679
Wedbush Securities
California
$1.67M -$38.9K -354 -2%
BPA
680
Beacon Pointe Advisors
California
$1.65M +$900K +8,180 +128%
RJT
681
Raymond James Trust
Florida
$1.63M +$316K +2,877 +25%
EGM
682
Engineers Gate Manager
New York
$1.62M -$77.6K -705 -5%
LSA
683
Leonteq Securities AG
Switzerland
$1.61M -$660K -5,997 -30%
BSW
684
Buckingham Strategic Wealth
Missouri
$1.61M
CWM
685
Centurion Wealth Management
Virginia
$1.6M -$660 -6 -0%
GCMG
686
Gyroscope Capital Management Group
Florida
$1.6M -$409K -3,718 -21%
HCM
687
Howland Capital Management
Massachusetts
$1.59M
MSFS
688
Main Street Financial Solutions
Pennsylvania
$1.58M +$52.4K +476 +4%
GCC
689
Guardian Capital (Canada)
Ontario, Canada
$1.57M -$111K -1,010 -7%
HIA
690
Harbor Investment Advisory
Maryland
$1.56M +$4.95K +45 +0.3%
BRWA
691
B. Riley Wealth Advisors
Florida
$1.55M -$1.55M -14,108 -51%
CFO
692
Callan Family Office
Pennsylvania
$1.54M +$1.5M +13,638 New
MNBTD
693
Moody National Bank Trust Division
Texas
$1.54M -$1.54K -14 -0.1%
AWC
694
Abundance Wealth Counselors
Pennsylvania
$1.53M -$109K -990 -7%
JCM
695
Jacobi Capital Management
Pennsylvania
$1.53M -$346K -3,145 -19%
Fayez Sarofim & Co
696
Fayez Sarofim & Co
Texas
$1.52M
MIM
697
MTM Investment Management
South Carolina
$1.51M +$6.82K +62 +0.5%
MCC
698
Malaga Cove Capital
California
$1.51M -$220 -2 -0%
TF
699
TIAA FSB
Florida
$1.51M -$157K -1,429 -10%
MCCA
700
Mill Creek Capital Advisors
Pennsylvania
$1.5M -$3.41K -31 -0.2%

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.