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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
RWA
1501
Ropes Wealth Advisors
Massachusetts
-$206K -2,034 Closed
PP
1502
Paloma Partners
Connecticut
-$205K -2,032 Closed
SOS
1503
Silver Oak Securities
Tennessee
-$203K -2,013 Closed
GA
1504
GraniteShares Advisors
New York
-$203K -2,006 Closed
TA
1505
Townsend & Associates
Colorado
-$222K -1,903 Closed
3IP
1506
3Chopt Investment Partners
Virginia
-$146K -1,448 Closed
DCM
1507
Dupont Capital Management
Delaware
-$135K -1,339 Closed
FWA
1508
Freedom Wealth Alliance
Wisconsin
-$118K -1,166 Closed
ZIG
1509
Zullo Investment Group
Pennsylvania
-$112K -1,105 Closed
GFL
1510
Granite FO LLC
New Hampshire
-$96K -920 Closed
WOSD
1511
WFA of San Diego
California
-$87.9K -870 Closed
NSB
1512
Norway Savings Bank
Maine
-$81.2K -803 Closed
AAMA
1513
Advanced Asset Management Advisors
Ohio
-$45.5K -450 Closed
MIFH
1514
Migdal Insurance & Financial Holdings
Israel
-$35K -343 Closed
BHWM
1515
Beaird Harris Wealth Management
Texas
-$33.6K -332 Closed
Optiver Holding
1516
Optiver Holding
Netherlands
-$33K -329 Closed
CAS
1517
Coppell Advisory Solutions
Texas
-$30.3K -300 Closed
CASC
1518
Coppell Advisory Solutions Corp
Texas
-$30.3K -300 Closed
EC
1519
Elequin Capital
New York
-$22K -218 Closed
GPI
1520
General Partner Inc
Pennsylvania
-$21.3K -211 Closed
TAM
1521
Tucker Asset Management
Colorado
-$11.3K -111 Closed
FA
1522
Fiduciary Alliance
South Carolina
-$7.58K -75 Closed
GMA
1523
Glassy Mountain Advisors
Maryland
-$6.87K -68 Closed
LS
1524
Leelyn Smith
Illinois
-$6.77K -67 Closed
HDIM
1525
Hanson & Doremus Investment Management
Vermont
-$5K -50 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.