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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
PCM
726
Palouse Capital Management
Washington
$1.31M -$735K -6,677 -37%
CG
727
Caprock Group
Idaho
$1.3M -$296K -2,693 -19%
NDSI
728
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$64.8K -589 -5%
LCM
729
Landscape Capital Management
New Jersey
$1.29M +$1.25M +11,379 New
CA
730
Callahan Advisors
Texas
$1.28M +$11K +100 +0.9%
S
731
SignatureFD
Georgia
$1.27M +$32.8K +298 +3%
OIS
732
Okabena Investment Services
Minnesota
$1.26M -$1.15M -10,467 -45%
PA
733
Pinnacle Associates
New York
$1.26M +$58.3K +530 +5%
BAMCO Inc
734
BAMCO Inc
New York
$1.24M +$418K +3,800 +53%
AIIMS
735
Analyst IMS Investment Management Services
Israel
$1.24M -$44.2K -402 -4%
ST
736
Smithfield Trust
Pennsylvania
$1.23M +$66.4K +604 +6%
CWM
737
C2C Wealth Management
Arizona
$1.22M +$1.18M +10,695 New
WWA
738
WCG Wealth Advisors
Nevada
$1.22M +$29.2K +265 +3%
CCA
739
Column Capital Advisors
Indiana
$1.22M -$21.1K -192 -2%
JHCP
740
Jackson Hole Capital Partners
Oklahoma
$1.22M -$3.63K -33 -0.3%
TCAM
741
Turtle Creek Asset Management
Ontario, Canada
$1.21M +$880K +8,000 +296%
LCM
742
Legato Capital Management
California
$1.21M
EWM
743
Empirical Wealth Management
Washington
$1.2M -$32.1K -292 -3%
EFS
744
Econ Financial Services
Pennsylvania
$1.2M +$1.17M +10,652 New
MPPLM
745
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.2M +$58.2K +529 +5%
WANY
746
Wealthspire Advisors (New York)
New York
$1.2M -$163K -1,486 -12%
FIB
747
First Interstate Bank
Montana
$1.2M -$13.3K -121 -1%
AF
748
Advisornet Financial
Minnesota
$1.19M +$3.85K +35 +0.3%
CA
749
Cetera Advisors
Colorado
$1.19M +$99.8K +907 +9%
MBT
750
Montecito Bank & Trust
California
$1.18M -$56.8K -516 -5%

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.