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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
ETIA
1051
Epic Trust Investment Advisors
Washington
$414K -$177K -1,613 -31%
YIA
1052
YHB Investment Advisors
Connecticut
$411K +$15.7K +143 +4%
MWM
1053
Moran Wealth Management
Florida
$411K -$91.5K -832 -19%
EP
1054
EPIQ Partners
Minnesota
$405K +$61.6K +560 +19%
SPP
1055
Single Point Partners
Massachusetts
$403K +$7.26K +66 +2%
MIA
1056
MMBG Investment Advisors
Florida
$402K
FPIS
1057
Financial Planning & Information Services
Wisconsin
$401K -$9.79K -89 -2%
CPC
1058
Cookson Peirce & Co
Pennsylvania
$400K +$390K +3,543 New
CI
1059
CX Institutional
Indiana
$399K +$40.5K +368 +12%
CC
1060
Cannell & Co
New York
$398K
PGH
1061
Partners Group Holding
Switzerland
$394K
MLL
1062
Moody Lynn & Lieberson
Massachusetts
$393K
BFM
1063
Boston Financial Management
Massachusetts
$393K -$7.26K -66 -2%
SCP
1064
Shorepoint Capital Partners
Massachusetts
$393K -$854K -7,763 -69%
CF
1065
Centaurus Financial
California
$391K +$132K +1,201 +53%
H
1066
HoyleCohen
California
$390K -$83.7K -761 -18%
Empower Advisory Group
1067
Empower Advisory Group
Colorado
$388K +$378K +3,439 New
EWA
1068
Exencial Wealth Advisors
Oklahoma
$387K -$131K -1,190 -26%
FCBT
1069
First Citizens Bank & Trust
North Carolina
$386K -$2.29M -20,796 -86%
HAG
1070
HF Advisory Group
Maryland
$386K +$4.4K +40 +1%
TPWA
1071
TRUE Private Wealth Advisors
Oregon
$383K -$4.18K -38 -1%
PA
1072
Parallel Advisors
California
$381K +$53.9K +490 +17%
GD
1073
Grandfield & Dodd
New York
$380K
RC
1074
Roundview Capital
New Jersey
$378K +$112K +1,020 +44%
9WM
1075
9258 Wealth Management
Ohio
$377K +$34.7K +315 +10%

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.