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FISV

Fiserv Inc
FISV

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: 82 → 88 (+6)

1.41% more ownership

Funds ownership: 88.27% → 89.68% (+1.4%)

0% more funds holding

Funds holding: 1,433 → 1,435 (+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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$635M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$491M
3
Capital World Investors
Capital World Investors
California
+$416M
4
ECU
Egerton Capital (UK)
United Kingdom
+$385M
5
N
Nuveen
North Carolina
+$244M

Top Sellers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
-$597M
2
VH
ValueAct Holdings
California
-$330M
3
Harris Associates
Harris Associates
Illinois
-$231M
4
BI
BlueSpruce Investments
Illinois
-$176M
5
BG
Baupost Group
Massachusetts
-$162M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1176
Allworth Financial
California
$266K +$63.7K +579 +33%
FCP
1177
Fidelis Capital Partners
Florida
$265K +$243K +2,206 New
PWS
1178
Peterson Wealth Services
Utah
$265K -$15.6K -142 -6%
OWA
1179
One Wealth Advisors
California
$263K +$99.1K +901 +63%
SFS
1180
Sowell Financial Services
Arkansas
$262K +$255K +2,317 New
MSE
1181
MUFG Securities EMEA
United Kingdom
$261K -$15.5M -141,040 -98%
AWM
1182
Accurate Wealth Management
Florida
$260K -$1.53M -13,881 -86%
GIM
1183
Greenwich Investment Management
Connecticut
$260K – – –
RDWM
1184
Red Door Wealth Management
Tennessee
$260K +$253K +2,296 New
PI
1185
Putnam Investments
Massachusetts
$259K +$4.62K +42 +2%
WEG
1186
World Equity Group
Illinois
$259K +$273K +2,485 +57%
RPWA
1187
Regent Peak Wealth Advisors
Georgia
$258K +$770 +7 +0.3%
GI
1188
Gradient Investments
Minnesota
$257K +$11K +100 +5%
GWSG
1189
GPS Wealth Strategies Group
Colorado
$257K +$250K +2,272 New
MW
1190
Marcum Wealth
Ohio
$255K +$5.28K +48 +2%
ACP
1191
Aveo Capital Partners
Colorado
$254K – – –
SC
1192
Sepio Capital
Utah
$253K -$550 -5 -0.2%
HS
1193
Horan Securities
United States
$253K +$6.05K +55 +3%
First Manhattan
1194
First Manhattan
New York
$253K +$29.5K +268 +14%
CFFP
1195
Center for Financial Planning
Michigan
$252K +$47.9K +435 +24%
OPA
1196
Old Port Advisors
Maine
$252K -$20.2K -184 -8%
JCM
1197
Jacobsen Capital Management
Utah
$251K -$1.79M -16,279 -88%
IFU
1198
iSAM Funds (UK)
United Kingdom
$250K +$243K +2,212 New
PFS
1199
Physicians Financial Services
North Carolina
$250K -$5.5K -50 -2%
CWM
1200
Congress Wealth Management
Massachusetts
$250K -$35.3K -321 -13%
46 47
48
49 50

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.