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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
SIA
876
Schechter Investment Advisors
Michigan
$768K +$6.38K +58 +0.9%
WB
877
WesBanco Bank
West Virginia
$767K -$35K -318 -4%
EFM
878
E Fund Management
China
$766K -$617K -5,611 -45%
SSA
879
Schonfeld Strategic Advisors
New York
$765K -$30.6M -278,610 -98%
BCAM
880
Boston Common Asset Management
Massachusetts
$762K -$13.1K -119 -2%
MMA
881
Miracle Mile Advisors
California
$761K -$2.64K -24 -0.4%
FRM
882
Fox Run Management
Connecticut
$758K +$738K +6,709 New
CAC
883
Certified Advisory Corp
Florida
$753K +$1.98K +18 +0.3%
TAM
884
Townsend Asset Management
North Carolina
$751K -$11K -100 -1%
YDMI
885
Y.D. More Investments
Israel
$739K -$213K -1,934 -23%
FWC
886
First Washington Corp
Washington
$735K
PSP
887
Principal Street Partners
Tennessee
$732K -$139K -1,266 -16%
CBT
888
Central Bank & Trust
Kentucky
$731K +$4.95K +45 +0.7%
NAS
889
Nicolet Advisory Services
Wisconsin
$729K +$458K +4,168 +182%
MC
890
Machina Capital
France
$725K +$336K +3,056 +91%
CBT
891
CoreFirst Bank & Trust
Kansas
$723K
APC
892
Aspire Private Capital
North Carolina
$722K +$25.5K +232 +4%
MCA
893
Magnolia Capital Advisors
Mississippi
$720K -$2.2K -20 -0.3%
WI
894
Wintrust Investments
Illinois
$718K
ETC
895
Exchange Traded Concepts
Oklahoma
$712K +$353K +3,212 +104%
KIG
896
Kowal Investment Group
Wisconsin
$711K -$146K -1,326 -17%
KWM
897
Kingsview Wealth Management
Oregon
$708K
SIA
898
Strategic Investment Advisors
Michigan
$705K -$135K -1,224 -16%
IAN
899
Integrated Advisors Network
Texas
$701K -$375K -3,407 -35%
KeyBank National Association
900
KeyBank National Association
Ohio
$697K -$18.6K -169 -3%

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.