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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
S
776
SimplyRich
California
$1.07M
FNBOMD
777
First National Bank of Mount Dora
Florida
$1.06M -$650K -5,910 -39%
CFCI
778
Comprehensive Financial Consultants Institutional
Indiana
$1.05M +$47.9K +435 +5%
SS
779
Simplicity Solutions
Minnesota
$1.05M +$531K +4,823 +107%
CFM
780
Coronation Fund Managers
South Africa
$1.05M -$105K -958 -9%
BFG
781
Bleakley Financial Group
New Jersey
$1.05M +$30.9K +281 +3%
TA
782
Tectonic Advisors
Texas
$1.05M +$118K +1,072 +13%
FCM
783
Fortis Capital Management
Washington
$1.05M +$158K +1,438 +18%
VAG
784
VisionPoint Advisory Group
Texas
$1.05M +$588K +5,344 +151%
AIC
785
Aurora Investment Counsel
Georgia
$1.05M +$10.9K +99 +1%
AA
786
Addison Advisors
Vermont
$1.04M -$1.21K -11 -0.1%
OAM
787
Ostrum Asset Management
France
$1.03M +$1M +9,121 New
BCM
788
Brown Capital Management
Maryland
$1.03M -$9.79K -89 -1%
GAM
789
Gotham Asset Management
New York
$1.02M +$725K +6,595 +268%
HI
790
Harbour Investments
Wisconsin
$1.01M +$34.9K +317 +4%
SAM
791
Sompo Asset Management
Japan
$1M +$25.3K +230 +3%
VC
792
Veracity Capital
Georgia
$999K +$36K +327 +4%
SW
793
SVB Wealth
Massachusetts
$997K -$83.2K -756 -8%
KCM
794
Kendall Capital Management
Maryland
$997K -$18.7K -170 -2%
GC
795
Gould Capital
Washington
$994K -$172K -1,560 -15%
WF
796
Wayfinding Financial
Washington
$993K +$49.4K +449 +5%
DWM
797
Darwin Wealth Management
Florida
$993K +$932K +8,476 New
KFI
798
Key Financial Inc
Pennsylvania
$988K -$18.6K -169 -2%
LGA
799
Lebenthal Global Advisors
New York
$986K -$35.1K -319 -4%
IIA
800
ICW Investment Advisors
Arizona
$983K +$35.1K +319 +4%

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.