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
RP
1101
Riverbridge Partners
Minnesota
$348K
CIC
1102
Carnegie Investment Counsel
Ohio
$347K
T
1103
TOBAM
France
$346K +$200K +1,820 +147%
WA
1104
Wealth Alliance
New York
$343K -$331K -3,011 -50%
AWA
1105
Arete Wealth Advisors
Illinois
$342K -$11.7K -106 -3%
AR
1106
Apeiron RIA
Texas
$341K -$26K -236 -7%
NGA
1107
Naples Global Advisors
Florida
$341K -$50.7K -461 -13%
MA
1108
MONECO Advisors
Connecticut
$341K +$11.8K +107 +4%
WCA
1109
Waypoint Capital Advisors
Minnesota
$339K
WTC
1110
WhitTier Trust Company
Nevada
$337K -$6.6K -60 -2%
JWM
1111
JGP Wealth Management
Oregon
$335K +$990 +9 +0.3%
SFO
1112
Stokes Family Office
Louisiana
$332K +$14.1K +128 +5%
PJSIMP
1113
P.J. Schmidt Investment Management (PJS)
Wisconsin
$332K -$6.6K -60 -2%
PP
1114
Pegasus Partners
Wisconsin
$330K
GW
1115
GW & Wade
Massachusetts
$328K -$34.8K -316 -10%
DA
1116
Drake & Associates
Wisconsin
$327K +$16K +145 +5%
LCGC
1117
Legacy Capital Group California
California
$326K +$317K +2,882 New
BFG
1118
Beacon Financial Group
Texas
$325K -$46.1K -419 -13%
FFA
1119
First Foundation Advisors
California
$324K -$243K -2,208 -44%
CFS
1120
CRA Financial Services
New Jersey
$321K
GA
1121
Geller Advisors
New York
$320K +$40.2K +365 +15%
EFS
1122
Essex Financial Services
Connecticut
$320K -$36.4K -331 -10%
CT
1123
Clearstead Trust
Maine
$318K
DZ Bank
1124
DZ Bank
Germany
$312K -$6.16K -56 -2%
RWPA
1125
Richard W. Paul & Associates
Michigan
$311K -$45K -409 -13%

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.