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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
Brown Advisory
101
Brown Advisory
Maryland
$74.1M +$16.1M +146,796 +29%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$74M +$491M +4,466,636 +716%
SC
103
Samlyn Capital
New York
$73.4M +$71.4M +649,463 New
Citigroup
104
Citigroup
New York
$72.5M -$14.2M -129,279 -17%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$72.3M -$505K -4,590 -0.7%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$71M -$326K -2,961 -0.5%
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$70.2M +$68.3M +620,655 New
BHIA
108
Birch Hill Investment Advisors
Massachusetts
$70M +$182K +1,656 +0.3%
SL
109
Summitry LLC
California
$69.2M -$1.07M -9,753 -2%
NC
110
NZS Capital
Colorado
$68.3M +$23.2M +211,081 +54%
Bank Julius Baer & Co
111
Bank Julius Baer & Co
Switzerland
$64.5M +$2.46M +22,324 +4%
APG Asset Management
112
APG Asset Management
Netherlands
$64.1M -$13M -117,842 -16%
Canada Life
113
Canada Life
Manitoba, Canada
$63.9M +$3.2M +29,061 +5%
AAIS
114
ABN AMRO Investment Solutions
$61.5M +$59.8M +543,974 New
CIP
115
Cornerstone Investment Partners
Georgia
$60.9M -$3.64M -33,076 -6%
Capital Research Global Investors
116
Capital Research Global Investors
California
$60.7M
BG
117
Baupost Group
Massachusetts
$60.3M -$162M -1,469,009 -73%
CB
118
Commerce Bank
Missouri
$60M +$4M +36,393 +7%
Mitsubishi UFJ Asset Management
119
Mitsubishi UFJ Asset Management
Japan
$59.2M +$5.1M +46,381 +10%
MPIA
120
Mountain Pacific Investment Advisers
Idaho
$58.9M -$551K -5,005 -1%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$58.8M +$23.9M +216,915 +71%
Victory Capital Management
122
Victory Capital Management
Texas
$58.7M -$1.17M -10,660 -2%
Prudential Financial
123
Prudential Financial
New Jersey
$56.3M +$723K +6,573 +1%
NC
124
Nicholas Company
Wisconsin
$55.8M
Axa
125
Axa
France
$55.4M -$5.63M -51,172 -9%

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.