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FISV

Fiserv Inc
FISV

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: 82 → 88 (+6)

1.41% more ownership

Funds ownership: 88.27% → 89.68% (+1.4%)

0% more funds holding

Funds holding: 1,433 → 1,435 (+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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$635M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$491M
3
Capital World Investors
Capital World Investors
California
+$416M
4
ECU
Egerton Capital (UK)
United Kingdom
+$385M
5
N
Nuveen
North Carolina
+$244M

Top Sellers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
-$597M
2
VH
ValueAct Holdings
California
-$330M
3
Harris Associates
Harris Associates
Illinois
-$231M
4
BI
BlueSpruce Investments
Illinois
-$176M
5
BG
Baupost Group
Massachusetts
-$162M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
1401
Financial Freedom LLC
Ohio
$5.65K – – –
FWM
1402
Focused Wealth Management
New York
$5.65K – – –
CWA
1403
Clearview Wealth Advisors
Oregon
$5.65K +$2.2K +20 +67%
MA
1404
MCF Advisors
Kentucky
$5.65K +$2.31K +21 +72%
CCP
1405
Carmel Capital Partners
California
$5.65K +$5.5K +50 New
TIM
1406
Tortoise Investment Management
New York
$5.42K – – –
SSG
1407
Summit Securities Group
New York
$5K +$4.4K +40 New
BWL
1408
Bogart Wealth LLC
Virginia
$4.75K – – –
SWA
1409
SOA Wealth Advisors
New York
$4.07K – – –
BEI
1410
Benjamin Edwards Inc
Missouri
$4K – – –
SIC
1411
SJS Investment Consulting
Ohio
$3.84K +$660 +6 +21%
GFPC
1412
Global Financial Private Client
Florida
$3.84K – – –
AAG
1413
Armstrong Advisory Group
Massachusetts
$3.39K – – –
TF
1414
Tompkins Financial
New York
$3.39K – – –
DI
1415
Disciplined Investments
Oklahoma
$3.28K +$220 +2 +7%
TCA
1416
Trifecta Capital Advisors
Illinois
$3.17K – – –
WWM
1417
Wolff Wiese Magana
California
$2.83K – – –
TFM
1418
TFC Financial Management
Massachusetts
$2.6K +$990 +9 +64%
ECM
1419
Everence Capital Management
Indiana
$2.23K – – –
RG
1420
Retirement Group
California
$2K – – –
JWM
1421
Janiczek Wealth Management
Colorado
$1.97K – – –
LF
1422
Lee Financial
Texas
$1.81K -$880 -8 -33%
FCAS
1423
First Command Advisory Services
Texas
$1.7K +$1.65K +15 New
BBPWM
1424
Blue Bell Private Wealth Management
Pennsylvania
$1.13K -$2.75K -25 -71%
CWC
1425
Carolinas Wealth Consulting
North Carolina
$1.13K – – –
55 56
57
58 59

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.