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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
PWPS
1151
Pinnacle Wealth Planning Services
Ohio
$287K
HFM
1152
Harvest Fund Management
China
$286K +$181K +1,643 +185%
CWA
1153
CM Wealth Advisors
Ohio
$285K
ACM
1154
Allred Capital Management
Texas
$284K +$277K +2,517 New
DAS
1155
Dynamic Advisor Solutions
Arizona
$284K -$27.9K -254 -9%
EDRH
1156
Edmond de Rothschild Holding
Switzerland
$283K
LA
1157
Latitude Advisors
Florida
$282K -$550 -5 -0.2%
CPIG
1158
Chicago Partners Investment Group
Illinois
$281K -$15.8K -144 -6%
WA
1159
WBH Advisory
Maryland
$281K +$273K +2,486 New
GIA
1160
Gladstone Institutional Advisory
Florida
$280K -$3.63K -33 -1%
VVP
1161
Venture Visionary Partners
Ohio
$280K -$2.2K -20 -0.8%
MWM
1162
Modera Wealth Management
New Jersey
$280K +$11.3K +103 +4%
PI
1163
PFG Investments
New York
$278K +$271K +2,463 New
MFS
1164
Mirabella Financial Services
United Kingdom
$278K +$271K +2,462 New
CPIA
1165
Cornell Pochily Investment Advisors
New York
$277K -$16.5K -150 -6%
RIA
1166
Realta Investment Advisors
Delaware
$277K -$80.7K -734 -23%
JCM
1167
Janney Capital Management
Pennsylvania
$276K -$4.84K -44 -2%
PCS
1168
Personal CFO Solutions
New Jersey
$274K -$330 -3 -0.1%
PP
1169
PDS Planning
Ohio
$274K +$267K +2,423 New
BJL
1170
Brighton Jones LLC
Washington
$274K +$32.9K +299 +14%
AF
1171
Arrow Financial
New York
$271K
CG
1172
Corundum Group
Colorado
$271K
MSFP
1173
Mark Sheptoff Financial Planning
Connecticut
$269K
WCF
1174
West Coast Financial
California
$267K
TC
1175
Truvestments Capital
Florida
$266K +$68.8K +625 +36%

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.