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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
NFSG
1426
Newbridge Financial Services Group
Florida
$1.13K
CSC
1427
Caldwell Sutter Capital
California
$1.13K +$1.1K +10 New
BAM
1428
Baldrige Asset Management
Pennsylvania
$1K +$1.21K +11 New
DF
1429
DecisionPoint Financial
Arizona
$792 +$770 +7 New
MHR
1430
Matthew Hamilton Rosenberg
$678
RA
1431
Rise Advisors
New York
$452 +$440 +4 New
TWP
1432
TFO Wealth Partners
Ohio
$339 -$1.32K -12 -80%
HWP
1433
Highline Wealth Partners
California
$226 +$220 +2 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1434
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$113
FGAM
1435
Financial Gravity Asset Management
Texas
$2 +$1.32K +12 +12%
FPP
1436
Findlay Park Partners
United Kingdom
-$109M -1,078,548 Closed
Hotchkis & Wiley Capital Management
1437
Hotchkis & Wiley Capital Management
California
-$108M -1,069,984 Closed
CAM
1438
Contour Asset Management
New York
-$57.1M -565,060 Closed
PC
1439
PointState Capital
New York
-$55.1M -544,978 Closed
JCM
1440
Junto Capital Management
New York
-$48.5M -479,835 Closed
PPC
1441
Park Presidio Capital
California
-$38.2M -378,172 Closed
Walleye Capital
1442
Walleye Capital
New York
-$23.6M -214,874 Closed
IGM
1443
Incline Global Management
New York
-$17.2M -170,302 Closed
PCIG
1444
Partners Capital Investment Group
Massachusetts
-$16.6M -164,596 Closed
HCM
1445
Hitchwood Capital Management
New York
-$13.1M -130,000 Closed
GC
1446
Gillson Capital
Illinois
-$12.6M -124,640 Closed
NGM
1447
North Growth Management
British Columbia, Canada
-$10.2M -101,000 Closed
FCM
1448
Fernbridge Capital Management
California
-$7.79M -77,040 Closed
SCM
1449
Saba Capital Management
New York
-$7.69M -76,124 Closed
WP
1450
Woodline Partners
California
-$6.86M -67,889 Closed

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.