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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
CA
951
Crumly & Associates
Illinois
$580K -$2.42K -22 -0.4%
HH
952
Hilltop Holdings
Texas
$576K -$6.6K -60 -1%
JMFC
953
J.M. Forbes & Co
Massachusetts
$576K
SLF
954
Sun Life Financial
Ontario, Canada
$572K -$114K -1,032 -17%
CW
955
Connectus Wealth
Ohio
$571K +$556K +5,052 New
VIM
956
Vista Investment Management
Pennsylvania
$571K +$18K +164 +3%
PWP
957
Principle Wealth Partners
Connecticut
$565K -$13.8K -125 -2%
OWA
958
Outlook Wealth Advisors
Texas
$564K +$15.4K +140 +3%
GIM
959
Goelzer Investment Management
Indiana
$563K
QCG
960
Quadrant Capital Group
Ohio
$551K +$60.3K +548 +13%
MGIA
961
Moneta Group Investment Advisors
Missouri
$548K +$112K +1,019 +27%
MAM
962
Mystic Asset Management
Rhode Island
$547K -$3.85K -35 -0.7%
TCM
963
Tributary Capital Management
Nebraska
$543K -$7.7K -70 -1%
PCMC
964
Paragon Capital Management (Colorado)
Colorado
$543K
RGC
965
Roberts, Glore & Co
Illinois
$541K -$16.5K -150 -3%
OC
966
Oppenheimer & Co
New York
$540K -$18.9K -172 -3%
LOAMS
967
Lombard Odier Asset Management (Switzerland)
Switzerland
$540K
CI
968
Conning Inc
Connecticut
$539K -$3.3K -30 -0.6%
CC
969
Copperleaf Capital
North Carolina
$534K -$41.8K -380 -7%
FIA
970
Foundations Investment Advisors
Arizona
$533K -$99.6K -905 -16%
1SB
971
1ST Source Bank
Indiana
$533K
AssetMark Inc
972
AssetMark Inc
California
$530K +$3.19K +29 +0.6%
Acadian Asset Management
973
Acadian Asset Management
Massachusetts
$528K +$271K +2,466 +111%
SP
974
Symmetry Partners
Connecticut
$525K
IA
975
IFP Advisors
Florida
$519K +$175K +1,587 +29%

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.