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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
SAM
751
Seelaus Asset Management
New Jersey
$1.17M -$1.65K -15 -0.2%
DIA
752
Dean Investment Associates
Ohio
$1.17M -$208K -1,890 -15%
GWA
753
GGM Wealth Advisors
Maryland
$1.16M
WP
754
WealthShield Partners
North Carolina
$1.16M +$200K +1,815 +22%
FWCM
755
Ferguson Wellman Capital Management
Oregon
$1.15M +$35.3K +321 +3%
MAS
756
Meeder Advisory Services
Ohio
$1.14M +$46.3K +421 +4%
BCV
757
Banque Cantonale Vaudoise
Switzerland
$1.14M
LWM
758
Lionsbridge Wealth Management
Florida
$1.14M -$66.7K -606 -6%
AA
759
ALPS Advisors
Colorado
$1.14M -$127K -1,154 -10%
IWC
760
Integrated Wealth Concepts
Massachusetts
$1.14M +$270K +2,456 +32%
CA
761
Clearstead Advisors
Ohio
$1.14M -$11.3K -103 -1%
Koshinski Asset Management
762
Koshinski Asset Management
Illinois
$1.14M +$94.7K +861 +9%
YC
763
Yarbrough Capital
Tennessee
$1.14M +$711K +6,461 +180%
I
764
InceptionR
California
$1.13M +$1.1M +10,027 New
CG
765
Colony Group
Massachusetts
$1.13M -$18.2K -165 -2%
VLC
766
Van Leeuwen & Company
New Jersey
$1.13M +$1.1M +9,992 New
PK
767
Pflug Koory
Nebraska
$1.13M
MSAM
768
Moloney Securities Asset Management
Missouri
$1.12M -$38.5K -350 -3%
HI
769
Horizon Investments
North Carolina
$1.12M -$842K -7,652 -44%
FI
770
Fosun International
China
$1.11M -$7.6M -69,050 -88%
FFN
771
Focus Financial Network
Minnesota
$1.11M -$880 -8 -0.1%
BBHC
772
Brown Brothers Harriman & Co
New York
$1.11M -$473K -4,302 -31%
LAIC
773
Lederer & Associates Investment Counsel
California
$1.09M -$3.41K -31 -0.3%
GRP
774
Global Retirement Partners
California
$1.09M +$169K +1,539 +20%
BCM
775
Brookstone Capital Management
Illinois
$1.07M +$7.48K +68 +0.7%

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.