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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
AIM
1326
Arcadia Investment Management
Michigan
$56K
FCA
1327
FinTrust Capital Advisors
South Carolina
$55.7K
LWANC
1328
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.7K +$11.6K +105 +31%
MWC
1329
MBM Wealth Consultants
Missouri
$48K
ME
1330
McIlrath & Eck
Washington
$47.4K +$3.74K +34 +9%
RFA
1331
Resurgent Financial Advisors
Georgia
$45.9K -$35.6K -324 -44%
AI
1332
AXS Investments
New York
$45.8K -$1.2M -10,883 -96%
CT
1333
Cambridge Trust
Massachusetts
$45.4K
IFS
1334
Intelligent Financial Strategies
Minnesota
$45.2K
GAG
1335
Goodman Advisory Group
Massachusetts
$44.6K
MG
1336
MilWealth Group
Wisconsin
$43.5K
CCA
1337
Catalyst Capital Advisors
New York
$41.7K -$14K -127 -26%
TWM
1338
Tradition Wealth Management
Minnesota
$40K +$39.2K +356 New
WIM
1339
Westside Investment Management
California
$39.7K
KM
1340
Kalos Management
Georgia
$39.1K +$38.1K +346 New
CAL
1341
Capital Advisors Ltd
Ohio
$38K
Loomis, Sayles & Company
1342
Loomis, Sayles & Company
Massachusetts
$38K +$22.7K +206 +162%
KFP
1343
KB Financial Partners
New Jersey
$37K
CP
1344
Castleview Partners
Texas
$35.5K +$330 +3 +1%
IWP
1345
IAG Wealth Partners
Wisconsin
$34.5K -$11K -100 -25%
FFA
1346
Farther Finance Advisors
California
$33K +$880 +8 +3%
DFCM
1347
Dark Forest Capital Management
Puerto Rico
$32K +$31.1K +283 New
VCM
1348
Versant Capital Management
Arizona
$31.6K
HCP
1349
Hexagon Capital Partners
Arkansas
$31.2K -$2.86K -26 -9%
NC
1350
NewSquare Capital
Pennsylvania
$29.6K

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.