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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
CSB
1276
City State Bank
Iowa
$169K
PTC
1277
Private Trust Company
Ohio
$158K +$41.5K +377 +37%
NIMI
1278
Natixis Investment Managers International
France
$150K -$150K -1,366 -51%
AAM
1279
Advisors Asset Management
Colorado
$145K +$58.3K +530 +71%
IGWM
1280
ICA Group Wealth Management
Colorado
$144K -$71K -645 -34%
CA
1281
Crewe Advisors
Utah
$142K +$50.6K +460 +58%
QC
1282
Quent Capital
New York
$139K -$3.96K -36 -3%
BWM
1283
Baystate Wealth Management
Massachusetts
$133K
GWS
1284
Glassman Wealth Services
Virginia
$131K -$70.5K -641 -36%
RMC
1285
Resources Management Corp
Connecticut
$130K -$5.24M -47,660 -97%
JFA
1286
JNBA Financial Advisors
Minnesota
$126K
AP
1287
Atwood & Palmer
Missouri
$113K
CLOS
1288
Compagnie Lombard Odier SCmA
Switzerland
$113K
FPB
1289
First PREMIER Bank
South Dakota
$113K
RTC
1290
Riverview Trust Company
Washington
$111K -$3.3K -30 -3%
WAM
1291
WFA Asset Management
Wisconsin
$108K
OA
1292
Operose Advisors
Wisconsin
$107K -$60.5K -550 -37%
SWM
1293
Sugarloaf Wealth Management
Georgia
$103K +$101K +915 New
MIA
1294
Milestone Investment Advisors
Wisconsin
$98.6K +$95.9K +872 New
TLA
1295
Tanglewood Legacy Advisors
Texas
$98.6K
SAI
1296
Systematic Alpha Investments
New Jersey
$95.4K +$92.8K +844 New
MFG
1297
Mendota Financial Group
Wisconsin
$95.2K
C
1298
Covestor
United Kingdom
$94K +$12.2K +111 +15%
EWM
1299
Evermay Wealth Management
Virginia
$90.4K
IUHSA
1300
Itau Unibanco Holding S.A.
Brazil
$90K -$151K -1,372 -63%

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.