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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
IMOV
1126
Investment Management of Virginia
Virginia
$309K
PFM
1127
Parsec Financial Management
North Carolina
$309K
PMEF
1128
Point72 Middle East FZE
United Arab Emirates
$306K +$282K +2,562 +1,804%
IIM
1129
Ipswich Investment Management
Massachusetts
$305K
RWM
1130
Ritholtz Wealth Management
New York
$303K +$294K +2,677 New
PI
1131
PEAK6 Investments
Illinois
$302K +$293K +2,668 New
SWP
1132
Strategic Wealth Partners
Ohio
$300K +$34.7K +315 +13%
SCM
1133
Sandler Capital Management
New York
$300K
WP
1134
WMS Partners
Maryland
$298K -$82.2K -747 -22%
NF
1135
Norwood Financial
Pennsylvania
$297K
HBW
1136
Hazlett, Burt & Watson
West Virginia
$296K
IECM
1137
Intrinsic Edge Capital Management
Illinois
$294K
MHC
1138
Meyer Handelman Company
New York
$294K
GIA
1139
Gateway Investment Advisers
Ohio
$293K -$27.4K -249 -9%
CT
1140
Colonial Trust
South Carolina
$293K -$5.61K -51 -2%
CCM
1141
Carlson Capital Management
Minnesota
$293K +$10.8K +98 +4%
ISL
1142
Ingalls & Snyder LLC
New York
$290K -$33.2K -302 -11%
HFG
1143
Heron Financial Group
New York
$290K -$3.85K -35 -1%
ECG
1144
Edge Capital Group
Georgia
$289K +$282K +2,560 New
RCM
1145
Raleigh Capital Management
North Carolina
$289K +$33.7K +306 +14%
CFO
1146
CVA Family Office
Colorado
$289K +$16.4K +149 +6%
IFG
1147
Independent Financial Group
California
$288K +$660 +6 +0.2%
LIM
1148
Leavell Investment Management
Alabama
$288K
EF
1149
Empowered Funds
Pennsylvania
$288K +$280K +2,548 New
NB
1150
Northwest Bancshares
Pennsylvania
$287K

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.