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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
FHC
1026
First Heartland Consultants
Missouri
$463K -$29.7K -270 -6%
Federated Hermes
1027
Federated Hermes
Pennsylvania
$462K -$21.8K -198 -5%
LI
1028
Lafayette Investments
Maryland
$460K
CA
1029
Continuum Advisory
Idaho
$459K -$7.81K -71 -2%
IPAM
1030
ICICI Prudential Asset Management
India
$455K +$91.6K +833 +26%
CAM
1031
Cresset Asset Management
Illinois
$454K -$130K -1,182 -23%
RC
1032
RBF Capital
California
$452K
VCP
1033
Vista Capital Partners
Oregon
$452K
WSFS
1034
Wilmington Savings Fund Society
Delaware
$452K
APWM
1035
Argonautica Private Wealth Management
Massachusetts
$451K
AMBIA
1036
Allen Mooney & Barnes Investment Advisors
Georgia
$450K
HI
1037
HBK Investments
Texas
$449K +$437K +3,973 New
CFG
1038
Cooper Financial Group
California
$445K +$17.8K +162 +4%
CCM
1039
CAAS Capital Management
New York
$441K +$429K +3,900 New
MFS
1040
Madrona Financial Services
Washington
$439K +$2.86K +26 +0.7%
FHA
1041
Flagship Harbor Advisors
Massachusetts
$431K -$550 -5 -0.1%
AFT
1042
Alpha Family Trust
California
$430K
SPI
1043
Santori & Peters Inc
Pennsylvania
$430K -$69.3K -630 -14%
HWA
1044
Heritage Wealth Advisors
Virginia
$430K
RSA
1045
River Street Advisors
Illinois
$426K +$7.26K +66 +2%
SOW
1046
State of Wyoming
Wyoming
$421K +$325K +2,951 +380%
OIA
1047
Optimum Investment Advisors
Illinois
$418K +$35.8K +325 +10%
SBH
1048
Segall Bryant & Hamill
Illinois
$417K -$16.2K -147 -4%
EWA
1049
EverSource Wealth Advisors
Alabama
$416K -$79.4K -722 -16%
LRWA
1050
Long Run Wealth Advisors
New York
$414K

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.