We are live on ! Find out more
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
O
176
Ossiam
France
$33.5M +$1.86M +16,889 +6%
Korea Investment Corp
177
Korea Investment Corp
South Korea
$33.5M +$3.61M +32,860 +12%
Toronto Dominion Bank
178
Toronto Dominion Bank
Ontario, Canada
$33.5M -$2.35M -21,381 -7%
FMI
179
Factory Mutual Insurance
Massachusetts
$33M -$1.67M -15,200 -5%
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$32.9M +$12.1M +109,612 +60%
MVP
181
Miller Value Partners
Florida
$32.5M -$10.4M -94,842 -25%
LPL Financial
182
LPL Financial
California
$32.5M +$6.81M +61,891 +27%
Truist Financial
183
Truist Financial
North Carolina
$32.2M -$1.69M -15,356 -5%
GCM
184
Geneva Capital Management
Wisconsin
$32M +$2.52M +22,871 +9%
DIA
185
Dana Investment Advisors
Wisconsin
$31.8M -$2.59M -23,575 -8%
Hudson Bay Capital Management
186
Hudson Bay Capital Management
Connecticut
$31.6M +$30.8M +280,000 New
RG
187
Renaissance Group
Kentucky
$31.3M +$362K +3,287 +1%
ELI
188
Empire Life Investments
Ontario, Canada
$31M +$215K +1,953 +0.7%
CISOA
189
Capital Investment Services of America
Wisconsin
$30.8M -$467K -4,242 -2%
EOJOAM
190
E. Ohman J:or Asset Management
Sweden
$30.8M -$986K -8,962 -3%
First Trust Advisors
191
First Trust Advisors
Illinois
$30.6M -$1.82M -16,534 -6%
Treasurer of the State of North Carolina
192
Treasurer of the State of North Carolina
North Carolina
$30.6M +$917K +8,335 +3%
US Bancorp
193
US Bancorp
Minnesota
$30.6M -$220 -2 -0%
TAF
194
Tredje AP-fonden
Sweden
$30.4M +$1.4M +12,698 +5%
HTHT
195
Hemenway Trust Hemenway Trust
New Hampshire
$30.3M +$111K +1,012 +0.4%
Stifel Financial
196
Stifel Financial
Missouri
$29.8M +$1.79M +16,267 +7%
Rafferty Asset Management
197
Rafferty Asset Management
New York
$29.6M +$12.3M +112,244 +75%
GC
198
Giverny Capital
Quebec, Canada
$29.5M +$28.7M +260,671 New
Ensign Peak Advisors
199
Ensign Peak Advisors
Utah
$29.4M +$23.7M +215,667 +484%
TAM
200
Troy Asset Management
United Kingdom
$29.2M -$1.81M -16,444 -6%

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.