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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
HCM
1376
Hollencrest Capital Management
California
$14.9K
BCMLT
1377
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4K
WBC
1378
West Branch Capital
Massachusetts
$13.6K -$21.7K -197 -62%
AWM
1379
Accel Wealth Management
Iowa
$13.6K
Commonwealth Equity Services
1380
Commonwealth Equity Services
Massachusetts
$12.5K -$82.2K -747 -0.7%
MFT
1381
Moisand Fitzgerald Tamayo
Florida
$12.4K
OC
1382
Oakworth Capital
Alabama
$12.3K
ADL
1383
Asset Dedication LLC
California
$12K +$4.73K +43 +50%
PFA
1384
Pathway Financial Advisers
Indiana
$10.7K
DAM
1385
Delta Asset Management
Tennessee
$10.6K
Parallax Volatility Advisers
1386
Parallax Volatility Advisers
California
$10.2K -$3.3K -30 -25%
AP
1387
Arlington Partners
Alabama
$9.72K -$25.2K -229 -73%
BSB
1388
Bangor Savings Bank
Maine
$9.61K
AWM
1389
Abound Wealth Management
Tennessee
$9.27K +$3.74K +34 +71%
RI
1390
Ridgewood Investments
New Jersey
$8.79K +$8.58K +78 New
GFWA
1391
Grey Fox Wealth Advisors
Delaware
$8.59K +$8.36K +76 New
RTL
1392
Red Tortoise LLC
Georgia
$7.57K
CB
1393
Centennial Bank
Arkansas
$7.23K -$363K -3,300 -98%
RWML
1394
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.12K
CB
1395
CNB Bank
Pennsylvania
$7.01K +$6.49K +59 +1,967%
HWM
1396
HighMark Wealth Management
Minnesota
$6.78K
NIC
1397
Northwest Investment Counselors
Oregon
$6.44K
TFGT
1398
TS Financial Group (TSFG)
Illinois
$6K
HGERS
1399
Householder Group Estate & Retirement Specialist
Arizona
$6K +$5.61K +51 New
AWM
1400
Activest Wealth Management
Florida
$5.76K +$5.61K +51 New

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.