Fiserv Inc
FISV
1,489 hedge funds and large institutions have $61.6B invested in Fiserv Inc in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 515 increasing their positions, 611 reducing their positions, and 96 closing their positions.
26% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 96
1% more funds holding
Funds holding: 1,476 → 1,489 (+13)
0.45% less ownership
Funds ownership: 89.79% → 89.35% (-0.45%)
12% less capital invested
Capital invested by funds: $69.9B → $61.6B (-$8.29B)
16% less repeat investments, than reductions
Existing positions increased: 515 | Existing positions reduced: 611
17% less call options, than puts
Call options by funds: $298M | Put options by funds: $360M
22% less funds holding in top 10
Funds holding in top 10: 92 → 72 (-20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$225M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$155M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
+$118M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$97.2M |
| 5 |
Renaissance Technologies
New York
|
+$82.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$630M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$505M |
| 3 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
-$212M |
| 4 |
Holocene Advisors
New York
|
-$166M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$141M |
FISV Hedge Fund Activity: Q3 2023 in Review
1,489 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2023, worth a combined $61.6B — down 12% from $69.9B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new FISV positions and 96 closed out — a net gain of 25 holders — while 515 added to existing stakes and 611 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $225M. The largest seller was T. Rowe Price Associates, cutting an estimated $630M.
- 1,489 institutional investors held Fiserv Inc (FISV) as of Q3 2023, up from 1,476 in Q2 2023.
- Funds reported $61.6B of Fiserv Inc stock for Q3 2023, down 12% quarter-over-quarter.
- 121 funds opened new Fiserv Inc positions in Q3 2023 and 96 closed out, a net change of +25 holders.
- The largest Fiserv Inc buyer in Q3 2023 was D.E. Shaw & Co, an estimated $225M added.
- The largest Fiserv Inc seller in Q3 2023 was T. Rowe Price Associates, an estimated $630M sold.
Based on aggregated 13F filings for Q3 2023.