We are live on ! Find out more
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
SW
901
SkyOak Wealth
Michigan
$688K -$67.2K -611 -9%
DC
902
Davenport & Co
Virginia
$685K -$666K -6,056 -50%
EAM
903
Eukles Asset Management
Ohio
$684K -$4.73K -43 -0.7%
WT
904
Whittier Trust
California
$684K
QI
905
Qtron Investments
Massachusetts
$683K +$664K +6,040 New
HAI
906
Hennessy Advisors Inc
California
$678K +$660K +6,000 New
SPC
907
Sigma Planning Corp
Michigan
$670K -$1.43K -13 -0.2%
RCAG
908
Rehmann Capital Advisory Group
Michigan
$669K +$9.35K +85 +1%
BTW
909
Boston Trust Walden
Massachusetts
$666K
MA
910
Mutual Advisors
Nebraska
$666K -$59.3K -539 -8%
CAAS
911
Capital Asset Advisory Services
Michigan
$665K +$110 +1 +0%
SFA
912
Sequoia Financial Advisors
Ohio
$665K +$19.6K +178 +3%
BP
913
Ballentine Partners
Massachusetts
$664K +$63.4K +576 +11%
PCM
914
Parsons Capital Management
Rhode Island
$664K -$6.05K -55 -0.9%
SC
915
Savant Capital
Illinois
$664K +$47.3K +430 +8%
IIA
916
Integral Investment Advisors
California
$659K -$37.4K -340 -6%
WIA
917
Westbourne Investment Advisors
Maryland
$653K -$99.9K -908 -14%
AWM
918
Apollon Wealth Management
South Carolina
$652K +$95.2K +865 +18%
ACA
919
Atlas Capital Advisors
Wyoming
$651K
VFA
920
Voya Financial Advisors
Connecticut
$648K -$145K -1,320 -19%
HS
921
HighVista Strategies
Massachusetts
$642K -$8.83M -80,244 -93%
AWP
922
Abacus Wealth Partners
California
$642K -$219K -1,992 -27%
NB
923
NBT Bank
New York
$641K +$19.8K +180 +3%
FIM
924
Freedom Investment Management
Connecticut
$637K +$84.9K +772 +16%
CF
925
Copperwynd Financial
Arizona
$635K -$1.54K -14 -0.2%

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.