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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
SCA
126
STALEY CAPITAL ADVISERS
Pennsylvania
$55.2M -$1.57M -14,295 -3%
BMO
127
Beck Mack & Oliver
New York
$54.6M -$653K -5,935 -1%
Lord, Abbett & Co
128
Lord, Abbett & Co
New Jersey
$54.3M -$681K -6,191 -1%
LCOV
129
London Company of Virginia
Virginia
$54.3M +$695K +6,320 +1%
SC
130
Schubert & Co
Texas
$53.6M -$7.81M -71,022 -13%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$53.1M -$21.6M -196,659 -30%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$53.1M +$13.8M +125,850 +37%
WFMPM
133
Woodley Farra Manion Portfolio Management
Indiana
$52.3M +$1.38M +12,538 +3%
TG
134
TCW Group
California
$51.8M +$4.55M +41,361 +10%
CCM
135
Compass Capital Management
Minnesota
$51.6M -$2.39M -21,720 -5%
CLG
136
Cooperman Leon G
$50.3M
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$49.7M +$8.12M +73,815 +20%
NC
138
Nitorum Capital
New York
$49.3M -$15M -136,069 -24%
Aviva
139
Aviva
United Kingdom
$49M +$7.16M +65,122 +18%
ACM
140
Alta Capital Management
Utah
$48.1M -$5.95M -54,057 -11%
CPH
141
C Partners Holding
Switzerland
$47.4M -$3.9M -35,492 -8%
MC
142
MIG Capital
California
$47.3M
MIS
143
Morningstar Investment Services
Illinois
$44.7M -$548K -4,979 -1%
CA
144
Cortland Associates
Missouri
$44.6M -$692K -6,294 -2%
Mitsubishi UFJ Trust & Banking
145
Mitsubishi UFJ Trust & Banking
Japan
$44.2M +$828K +7,528 +2%
KBC Group
146
KBC Group
Belgium
$43.7M +$5.9M +53,665 +16%
Impax Asset Management Group
147
Impax Asset Management Group
United Kingdom
$43.5M -$6.2M -56,395 -13%
LIP
148
Liontrust Investment Partners
United Kingdom
$43.4M +$42.2M +383,834 New
Millennium Management
149
Millennium Management
New York
$43M +$26.2M +238,555 +168%
Mariner
150
Mariner
Kansas
$42.4M -$3.56M -32,395 -8%

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.