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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
GIA
1301
GHP Investment Advisors
Colorado
$82.5K
BONH
1302
Bank of New Hampshire
New Hampshire
$80.3K -$41.8K -380 -35%
CFB
1303
Cullen/Frost Bankers
Texas
$77.4K +$66.4K +604 +746%
TSW
1304
Thompson Siegel & Walmsley
Virginia
$77K
OLVIG
1305
Oliver Lagore Vanvalin Investment Group
Michigan
$76.2K +$54.7K +497 +281%
TWA
1306
TCI Wealth Advisors
Arizona
$72.6K -$2.53K -23 -3%
VWM
1307
Valley Wealth Managers
New Jersey
$71.8K +$1.1K +10 +2%
MCM
1308
MV Capital Management
Maryland
$71.3K +$14K +127 +25%
Kayne Anderson Rudnick Investment Management
1309
Kayne Anderson Rudnick Investment Management
California
$70.9K -$232K -2,111 -77%
DMBA
1310
Deseret Mutual Benefit Administrators
Utah
$69.5K
BHWM
1311
Bay Harbor Wealth Management
Maryland
$68.5K -$13.8K -125 -17%
GTAM
1312
Global Trust Asset Management
Florida
$68.5K +$660 +6 +1%
HC
1313
Hoese & Co
Minnesota
$67.7K
IRC
1314
Investors Research Corp
Georgia
$67.6K
FAM
1315
Fred Alger Management
New York
$67.3K -$7.15K -65 -10%
HIIFS
1316
Harel Insurance Investments & Financial Services
Israel
$67K +$65.2K +593 New
EBA
1317
Eagle Bay Advisors
New York
$65.7K -$880 -8 -1%
ZB
1318
Zions Bancorporation
Utah
$65K -$5.83K -53 -8%
AWM
1319
AllSquare Wealth Management
New York
$62.7K -$11.7K -106 -16%
PSB
1320
Piscataqua Savings Bank
New Hampshire
$62.1K -$6.16K -56 -9%
PO
1321
Private Ocean
California
$61.4K -$11.8K -107 -16%
ORAM
1322
One River Asset Management
Connecticut
$61K +$59.4K +540 New
LFG
1323
Larson Financial Group
Missouri
$60.2K
JIR
1324
James Investment Research
Ohio
$59K +$57.8K +525 New
WPA
1325
West Paces Advisors
Georgia
$57K +$49.5K +450 +833%

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.