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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
BAM
1001
Belpointe Asset Management
Nevada
$487K -$6.05K -55 -1%
CNBTD
1002
Citizens National Bank Trust Department
Mississippi
$486K
OWA
1003
Opal Wealth Advisors
New York
$485K +$27.5K +250 +6%
AFM
1004
Andesa Financial Management
Pennsylvania
$485K +$334K +3,040 +99%
FNBTCON
1005
First National Bank & Trust Co of Newtown
Pennsylvania
$484K
EI
1006
Ellevest Inc
New York
$483K +$45.1K +410 +11%
EFL
1007
ERn Financial LLC
Wisconsin
$480K -$11K -100 -2%
APP
1008
Avantax Planning Partners
Iowa
$479K -$83.1K -755 -15%
LWMM
1009
Legacy Wealth Management (Mississippi)
Mississippi
$479K
PFGIA
1010
Patriot Financial Group Insurance Agency
Massachusetts
$478K +$86.8K +789 +23%
BFO
1011
Boston Family Office
Massachusetts
$478K -$24.8K -225 -5%
SIM
1012
Sentry Investment Management
Wisconsin
$475K -$5.17K -47 -1%
WCM
1013
Wunderlich Capital Managemnt
Tennessee
$474K +$124K +1,127 +37%
IAA
1014
Ironsides Asset Advisors
North Carolina
$473K
SMC
1015
Smith, Moore & Co
Missouri
$473K -$11K -100 -2%
JAFL
1016
Jay A. Fishman Ltd
Michigan
$472K
GSWM
1017
Greenup Street Wealth Management
Michigan
$472K +$459K +4,175 New
BC
1018
Bartlett & Co
Ohio
$471K -$10.8K -98 -2%
BCWM
1019
Bartlett & Co Wealth Management
Ohio
$471K -$10.8K -98 -2%
AG
1020
AIA Group
Hong Kong
$470K -$87.7K -797 -16%
LFAS
1021
Level Four Advisory Services
Texas
$466K +$454K +4,127 New
Capstone Investment Advisors
1022
Capstone Investment Advisors
New York
$466K -$2.17M -19,732 -83%
CIA
1023
Citadel Investment Advisory
Ohio
$463K
IP
1024
Intellectus Partners
California
$463K
SC
1025
Steph & Co
Wisconsin
$463K +$12.9K +117 +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.