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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
Mirae Asset Global Investments
76
Mirae Asset Global Investments
South Korea
$95.9M -$12.8M -116,135 -12%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$95.5M +$4.53M +41,172 +5%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$95.1M +$2.52M +22,866 +3%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$95M +$92.5M +840,831 New
AllianceBernstein
80
AllianceBernstein
Tennessee
$94.5M -$2.41M -21,953 -3%
Macquarie Group
81
Macquarie Group
Australia
$93.8M +$80.3M +730,004 +732%
CS
82
Credit Suisse
Switzerland
$93.4M +$1.42M +12,926 +2%
UBS Group
83
UBS Group
Switzerland
$93.3M -$16M -145,188 -15%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.6M +$3.57M +32,455 +4%
SAM
85
Southeastern Asset Management
Tennessee
$88.5M -$12.6M -114,752 -13%
HNB
86
Huntington National Bank
Ohio
$84M -$37.7K -343 -0%
Principal Financial Group
87
Principal Financial Group
Iowa
$83M -$2.66M -24,195 -3%
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$82.5M -$292K -2,654 -0.4%
SEI Investments
89
SEI Investments
Pennsylvania
$81.2M +$5.63M +51,181 +8%
NSCM
90
New South Capital Management
Tennessee
$80.9M -$6.53M -59,335 -8%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$79.2M +$14.8M +134,865 +24%
KCM
92
Kensico Capital Management
Connecticut
$78.6M +$27M +245,000 +54%
MAM
93
Madison Asset Management
Wisconsin
$78M -$5.85M -53,159 -7%
Artisan Partners
94
Artisan Partners
Wisconsin
$78M +$1.02M +9,251 +1%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$77.6M +$389K +3,540 +0.5%
CCM
96
Causeway Capital Management
California
$77.5M +$4.19M +38,117 +6%
HA
97
Homestead Advisers
Virginia
$76.8M -$1.64M -14,900 -2%
ProShare Advisors
98
ProShare Advisors
Maryland
$75M +$11.7M +106,001 +19%
CAG
99
Crestwood Advisors Group
Massachusetts
$75M -$737K -6,702 -1%
MAMU
100
Marathon Asset Management (UK)
United Kingdom
$74.2M -$6.13M -55,726 -8%

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.