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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
PTC
701
Provident Trust Company
Wisconsin
$1.49M
AAS
702
Annex Advisory Services
Wisconsin
$1.49M -$147K -1,340 -9%
NIG
703
NFJ Investment Group
Texas
$1.48M +$334K +3,035 +30%
BWM
704
BerganKDV Wealth Management
Minnesota
$1.45M +$59.3K +539 +4%
OIAM
705
OFI Invest Asset Management
France
$1.44M +$17.9M +162,763 New
AWS
706
Atria Wealth Solutions
New York
$1.44M -$22.7K -206 -2%
DCM
707
Davidson Capital Management
Texas
$1.44M +$585K +5,315 +72%
FTDI
708
First Trust Direct Indexing
Massachusetts
$1.42M +$102K +926 +8%
SC
709
Scotia Capital
Ontario, Canada
$1.42M -$442K -4,018 -24%
FCM
710
Fairbanks Capital Management
California
$1.39M -$208K -1,890 -13%
PCA
711
Private Capital Advisors
Connecticut
$1.39M
EWA
712
EP Wealth Advisors
California
$1.38M -$732K -6,656 -77%
MCM
713
Manchester Capital Management
Vermont
$1.37M
P
714
Pitcairn
Pennsylvania
$1.36M +$21K +191 +2%
SC
715
Sawyer & Company
Massachusetts
$1.36M -$4.95K -45 -0.4%
BOC
716
Barbara Oil Co
Illinois
$1.36M
BAAM
717
Baker Avenue Asset Management
California
$1.34M +$610K +5,544 +88%
BL
718
Balentine LLC
Georgia
$1.34M -$35.3K -321 -3%
DSC
719
Duncker Streett & Co
Missouri
$1.34M -$26.4K -240 -2%
IFS
720
Ifrah Financial Services
Arkansas
$1.34M -$37K -336 -3%
PCM
721
Poehling Capital Management
Wisconsin
$1.34M +$158K +1,438 +14%
BCA
722
Bray Capital Advisors
Florida
$1.32M +$136K +1,234 +12%
KA
723
Kovack Advisors
Florida
$1.32M -$33.6K -305 -3%
AAS
724
Avantax Advisory Services
Texas
$1.32M +$294K +2,671 +30%
TMAM
725
Tokio Marine Asset Management
Japan
$1.32M +$108K +979 +9%

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.