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
HIC
1201
Holderness Investments Company
North Carolina
$249K
WP
1202
WealthPLAN Partners
Nebraska
$249K -$41.1K -374 -15%
PIM
1203
Penobscot Investment Management
Massachusetts
$249K
AP
1204
Appleton Partners
Massachusetts
$248K -$28.2K -256 -10%
GP
1205
Girard Partners
Pennsylvania
$247K -$79K -718 -25%
SMA
1206
Sage Mountain Advisors
Georgia
$247K +$240K +2,183 New
OCM
1207
Osterweis Capital Management
California
$244K
LC
1208
LCNB Corp
Ohio
$241K -$5.5K -50 -2%
FM
1209
Foster & Motley
Ohio
$239K +$232K +2,111 New
CNBT
1210
Canandaigua National Bank & Trust
New York
$238K +$232K +2,106 New
UCI
1211
Uncommon Cents Investing
Wisconsin
$237K
AC
1212
Allstate Corporation
Illinois
$235K -$2.95M -26,788 -93%
LI
1213
LVZ Inc
Michigan
$234K +$7.15K +65 +3%
DBG
1214
De Burlo Group
Massachusetts
$233K
PWP
1215
Phillips Wealth Planners
Mississippi
$232K -$770 -7 -0.4%
HTC
1216
Haverford Trust Company
Pennsylvania
$232K +$226K +2,055 New
PL
1217
Perpetual Ltd
Australia
$232K +$226K +2,055 New
PFBT
1218
Parkside Financial Bank & Trust
Missouri
$232K +$24.3K +221 +12%
BWP
1219
BSW Wealth Partners
Colorado
$231K +$225K +2,045 New
BFO
1220
Biltmore Family Office
North Carolina
$231K -$110 -1 -0%
SXL
1221
Summit X LLC
Missouri
$229K +$223K +2,026 New
TCOT
1222
Trust Company of Toledo
Ohio
$229K +$223K +2,023 New
BWM
1223
Baron Wealth Management
Michigan
$228K -$87.8K -798 -28%
FMP
1224
Financial Management Professionals
Texas
$228K -$6.05K -55 -3%
CHP
1225
Cable Hill Partners
Oregon
$227K +$221K +2,010 New

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.