We are live on ! Find out more
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
AT
1076
Arden Trust
Delaware
$377K -$162K -1,470 -31%
BCM
1077
Becker Capital Management
Oregon
$374K -$2.2K -20 -0.6%
SIA
1078
Soltis Investment Advisors
Utah
$372K -$2.49M -22,609 -87%
SCA
1079
Stonebridge Capital Advisors
Minnesota
$369K
MC
1080
Matisse Capital
Oregon
$367K +$357K +3,248 New
CWS
1081
Confluence Wealth Services
Pennsylvania
$366K +$9.24K +84 +3%
WA
1082
Wambolt & Associates
Colorado
$362K -$76.7K -697 -18%
WP
1083
Waycross Partners
Kentucky
$362K -$1.33M -12,100 -79%
DGAM
1084
Desjardins Global Asset Management
Quebec, Canada
$361K +$351K +3,190 New
SIC
1085
Salem Investment Counselors
North Carolina
$361K -$13K -118 -4%
AI
1086
Ariel Investments
Illinois
$361K +$10.6K +96 +3%
KFSC
1087
Keystone Financial Services (Colorado)
Colorado
$361K -$2.42K -22 -0.7%
PVH
1088
Psagot Value Holdings
Israel
$358K
FC
1089
Forte Capital
New York
$358K -$6.93K -63 -2%
LWP
1090
Lumature Wealth Partners
Georgia
$356K +$347K +3,154 New
ACM
1091
Advisors Capital Management
New Jersey
$356K -$11.4K -104 -3%
EP
1092
Edgestream Partners
New Jersey
$355K +$346K +3,143 New
VFA
1093
Valeo Financial Advisors
Indiana
$354K +$2.09K +19 +0.6%
DP
1094
Dearborn Partners
Illinois
$353K -$57.8K -525 -14%
WPC
1095
Wedmont Private Capital
Pennsylvania
$352K +$104K +943 +44%
PCM
1096
Penserra Capital Management
California
$352K
PCM
1097
Pointe Capital Management
Michigan
$352K
EWM
1098
Endurance Wealth Management
Rhode Island
$351K
CL
1099
COWA LLC
Oklahoma
$350K
FNFDCM
1100
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$349K

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.