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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
CCA
976
Checchi Capital Advisers
California
$518K +$16.6K +151 +3%
LWAM
977
Legacy Wealth Asset Management
Minnesota
$516K -$550 -5 -0.1%
OHWP
978
Oak Harbor Wealth Partners
North Carolina
$513K -$641K -5,831 -56%
EIP
979
Ellis Investment Partners
Pennsylvania
$512K -$38.5K -350 -7%
WAG
980
Wallace Advisory Group
California
$510K +$107K +969 +27%
CIG
981
Cascade Investment Group
Colorado
$508K -$8.25K -75 -2%
CCM
982
Condor Capital Management
New Jersey
$508K
EWS
983
Evergreen Wealth Solutions
Pennsylvania
$507K -$4.95K -45 -1%
CT
984
Caldwell Trust
Florida
$507K -$26.6K -242 -5%
UAML
985
US Asset Management LLC
Pennsylvania
$503K
TIA
986
Tiemann Investment Advisors
California
$503K +$16.5K +150 +3%
FBC
987
Fairfield, Bush & Co
Connecticut
$502K -$116K -1,050 -19%
ONB
988
Old National Bancorp
Indiana
$501K +$66.8K +607 +16%
PM
989
Penbrook Management
New York
$501K -$7.7K -70 -2%
KPWS
990
Kestra Private Wealth Services
Texas
$500K +$14.2K +129 +3%
Wellington Management Group
991
Wellington Management Group
Massachusetts
$498K -$324K -2,947 -40%
KWA
992
KCS Wealth Advisory
California
$498K -$440 -4 -0.1%
IBOK
993
Independence Bank of Kentucky
Kentucky
$497K -$958K -8,705 -66%
NP
994
NorthRock Partners
Minnesota
$497K -$73.9K -672 -13%
CIA
995
Cape Investment Advisory
Georgia
$496K +$483K +4,387 New
SBIA
996
Sheaff Brock Investment Advisors
Indiana
$495K
HIG
997
Herr Investment Group
Texas
$495K
CPA
998
Court Place Advisors
Maryland
$494K
Marshall Wace
999
Marshall Wace
United Kingdom
$490K -$4.16M -37,803 -90%
AP
1000
AtonRa Partners
Switzerland
$488K -$121K -1,104 -20%

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.