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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
MYAM
801
Meiji Yasuda Asset Management
Japan
$981K -$952K -8,650 -50%
PCH
802
PGIM Custom Harvest
New Jersey
$978K -$1.32K -12 -0.1%
SW
803
SMART Wealth
Nebraska
$975K -$225K -2,047 -19%
IDA
804
Intelligence Driven Advisers
California
$973K
GC
805
Grimes & Company
Massachusetts
$966K -$15.7K -143 -2%
BBWP
806
Beacon Bridge Wealth Partners
Pennsylvania
$965K
Verition Fund Management
807
Verition Fund Management
Connecticut
$964K +$453K +4,119 +93%
WWM
808
WT Wealth Management
Arizona
$963K +$938K +8,524 New
MCM
809
Mitchell Capital Management
Kansas
$963K
CT
810
Chicago Trust
Illinois
$962K -$978K -8,895 -51%
CCM
811
Coldstream Capital Management
Washington
$959K +$29.6K +269 +3%
JFG
812
Jefferies Financial Group
New York
$959K -$263K -2,387 -22%
CG
813
Cutler Group
California
$958K +$767K +6,969 +462%
GIP
814
Granite Investment Partners
California
$954K -$11K -100 -1%
VEA
815
Virtus ETF Advisers
New York
$950K +$925K +8,408 New
SAM
816
Secure Asset Management
Michigan
$950K -$2.64K -24 -0.3%
BFEC
817
Benjamin F. Edwards & Company
Missouri
$948K +$450K +4,093 +95%
RFN
818
RDA Financial Network
Iowa
$937K +$66.3K +603 +8%
AWM
819
Axxcess Wealth Management
California
$937K +$298K +2,713 +49%
ACA
820
Anchor Capital Advisors
Massachusetts
$932K -$10.3M -93,884 -92%
FNT
821
First Nebraska Trust
Nebraska
$931K
SYBT
822
Stock Yards Bank & Trust
Kentucky
$923K +$3.63K +33 +0.4%
PI
823
PGGM Investments
Netherlands
$923K +$443K +4,026 +97%
RIA
824
Regal Investment Advisors
Michigan
$923K -$174K -1,578 -16%
JFGIW
825
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K -$3.3K -30 -0.4%

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.