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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
PWMG
1351
Prestige Wealth Management Group
New Jersey
$28.6K -$5.06K -46 -15%
BIA
1352
Bell Investment Advisors
California
$28.3K +$1.87K +17 +7%
MMG
1353
Monetary Management Group
Missouri
$28.3K -$275K -2,500 -91%
EARNEST Partners
1354
EARNEST Partners
Georgia
$27.8K
CTA
1355
Colonial Trust Advisors
South Carolina
$27.1K -$4.51K -41 -15%
CH
1356
Canton Hathaway
Rhode Island
$27K
SS
1357
Sunbelt Securities
Texas
$26.7K +$26K +236 New
RDIA
1358
RE Dickinson Investment Advisors
Iowa
$26K +$3.52K +32 +16%
SIS
1359
Sound Income Strategies
Florida
$24.9K
HI
1360
Hoey Investments
Pennsylvania
$24.6K +$11K +100 +85%
AWA
1361
Artemis Wealth Advisors
New York
$23.5K -$770 -7 -3%
WOC
1362
West Oak Capital
California
$22.6K
RFG
1363
RFP Financial Group
Georgia
$22.5K
WWP
1364
WR Wealth Planners
Missouri
$22.3K +$21.7K +197 New
JWA
1365
JFS Wealth Advisors
Pennsylvania
$21.7K +$1.1K +10 +5%
SN
1366
Sittner & Nelson
Oregon
$21.7K +$21.1K +192 New
CUAMC
1367
China Universal Asset Management Company
China
$21.5K +$20.9K +190 New
GM
1368
GeoWealth Management
Illinois
$21K -$6.6K -60 -25%
NHT
1369
New Hampshire Trust
New Hampshire
$20.9K
SVCP
1370
Silicon Valley Capital Partners
California
$20.1K +$19.6K +178 New
IFAM
1371
Institutional & Family Asset Management
Colorado
$18.4K
BWAM
1372
Boyd Watterson Asset Management
Ohio
$18.1K
NMG
1373
New Millennium Group
Utah
$15.4K
CMA
1374
Cedar Mountain Advisors
Oregon
$15.1K
GBT
1375
Grove Bank & Trust
Florida
$15.1K

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.