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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
ECM
1451
ExodusPoint Capital Management
New York
– -$5.81M -57,495 Closed
Nomura Holdings
1452
Nomura Holdings
Japan
– -$5.06M -50,120 Closed
BGDI
1453
BW Gestao de Investimentos
Brazil
– -$4.56M -45,130 Closed
AIM
1454
Artemis Investment Management
United Kingdom
– -$3.67M -36,204 Closed
OQS
1455
Occudo Quantitative Strategies
Florida
– -$2.68M -26,489 Closed
VMPIC
1456
Varma Mutual Pension Insurance Co
Finland
– -$2.53M -25,000 Closed
AAM
1457
Arabesque Asset Management
United Kingdom
– -$2.14M -21,166 Closed
Qube Research & Technologies (QRT)
1458
Qube Research & Technologies (QRT)
United Kingdom
– -$1.99M -19,732 Closed
WTG
1459
West Tower Group
Virginia
– -$1.97M -19,510 Closed
GCM
1460
Greenland Capital Management
New York
– -$1.36M -13,486 Closed
TCM
1461
Teza Capital Management
Illinois
– -$1.28M -12,649 Closed
NERM
1462
New England Research & Management
Illinois
– -$1.22M -12,051 Closed
CP
1463
Cumberland Partners
Ontario, Canada
– -$1.19M -11,750 Closed
IAIM
1464
International Assets Investment Management
Florida
– -$153K -11,419 Closed
CCM
1465
Community Capital Management
Florida
– -$1.15M -11,400 Closed
WC
1466
Wexford Capital
Florida
– -$1.01M -10,015 Closed
BSG
1467
Black Swift Group
Colorado
– -$1.01M -10,000 Closed
RL
1468
Ruffer LLP
United Kingdom
– -$1.01M -10,000 Closed
Boston Partners
1469
Boston Partners
Massachusetts
– -$971K -9,607 Closed
IMCOOI
1470
Investment Management Corp of Ontario (IMCO)
Canada
– -$928K -9,185 Closed
BC
1471
Bridgefront Capital
Texas
– -$814K -8,055 Closed
MSCM
1472
McElhenny Sheffield Capital Management
Texas
– -$785K -7,762 Closed
FFA
1473
Fragasso Financial Advisors
Pennsylvania
– -$757K -7,490 Closed
PAS
1474
Park Avenue Securities
New York
– -$610K -6,038 Closed
RF
1475
Rollins Financial
Georgia
– -$523K -5,176 Closed
57 58
59
60 61

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.