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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
MS
1476
Maven Securities
Jersey
-$563K -5,122 Closed
QCM
1477
Qsemble Capital Management
New York
-$495K -4,900 Closed
KI
1478
Kula Investments
Illinois
-$445K -4,404 Closed
CAMG
1479
CWA Asset Management Group
Florida
-$419K -4,149 Closed
CC
1480
Centiva Capital
New York
-$404K -3,993 Closed
TAM
1481
Trillium Asset Management
Massachusetts
-$402K -3,973 Closed
VF
1482
Virtu Financial
New York
-$366K -3,626 Closed
PRC
1483
Pearl River Capital
Michigan
-$339K -3,354 Closed
PTC
1484
Petrus Trust Company
Texas
-$317K -3,133 Closed
OWP
1485
Obermeyer Wealth Partners
Colorado
-$313K -3,100 Closed
CCG
1486
Ceeto Capital Group
Florida
-$303K -3,000 Closed
OCBCO
1487
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$301K -2,974 Closed
MCC
1488
Money Concepts Capital
Florida
-$261K -2,578 Closed
WIM
1489
WealthPlan Investment Management
Nebraska
-$300K -2,576 Closed
PWS
1490
Peloton Wealth Strategists
Indiana
-$258K -2,552 Closed
BCA
1491
Bay Colony Advisors
Massachusetts
-$247K -2,440 Closed
GWM
1492
Gitterman Wealth Management
New Jersey
-$237K -2,342 Closed
GIM
1493
Grassi Investment Management
California
-$230K -2,275 Closed
LAM
1494
Lynch Asset Management
Pennsylvania
-$227K -2,250 Closed
MM
1495
MQS Management
New York
-$226K -2,241 Closed
CCA
1496
Childress Capital Advisors
Texas
-$219K -2,170 Closed
MIAS
1497
Mason Investment Advisory Services
Virginia
-$217K -2,148 Closed
SRG
1498
SBB Research Group
Illinois
-$212K -2,095 Closed
JA
1499
JLB & Associates
Michigan
-$209K -2,075 Closed
SEC
1500
Seven Eight Capital
New York
-$208K -2,061 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.