Fiserv Inc
FISV
1,590 hedge funds and large institutions have $72.8B invested in Fiserv Inc in 2023 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 549 increasing their positions, 619 reducing their positions, and 84 closing their positions.
139% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 84
26% more funds holding in top 10
Funds holding in top 10: 72 → 91 (+19)
18% more capital invested
Capital invested by funds: $61.6B → $72.8B (+$11.3B)
7% more funds holding
Funds holding: 1,489 → 1,590 (+101)
2.11% more ownership
Funds ownership: 89.35% → 91.45% (+2.1%)
11% less repeat investments, than reductions
Existing positions increased: 549 | Existing positions reduced: 619
20% less call options, than puts
Call options by funds: $382M | Put options by funds: $476M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.14B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$258M |
| 3 |
JP Morgan Chase
New York
|
+$251M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$235M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$189M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$520M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$412M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
-$336M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$259M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$171M |
FISV Hedge Fund Activity: Q4 2023 in Review
1,590 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2023, worth a combined $72.8B — up 18% from $61.6B a quarter earlier.
Buyers outnumbered sellers: 201 funds opened new FISV positions and 84 closed out — a net gain of 117 holders — while 549 added to existing stakes and 619 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.14B. The largest seller was T. Rowe Price Associates, cutting an estimated $520M.
- 1,590 institutional investors held Fiserv Inc (FISV) as of Q4 2023, up from 1,489 in Q3 2023.
- Funds reported $72.8B of Fiserv Inc stock for Q4 2023, up 18% quarter-over-quarter.
- 201 funds opened new Fiserv Inc positions in Q4 2023 and 84 closed out, a net change of +117 holders.
- The largest Fiserv Inc buyer in Q4 2023 was Morgan Stanley, an estimated $1.14B added.
- The largest Fiserv Inc seller in Q4 2023 was T. Rowe Price Associates, an estimated $520M sold.
Based on aggregated 13F filings for Q4 2023.