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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
Assenagon Asset Management
201
Assenagon Asset Management
Luxembourg
$28.3M -$27.4M -249,014 -50%
CEI
202
Clark Estates Inc
New York
$28.3M -$1.65M -15,000 -6%
EMG
203
ETF Managers Group
New Jersey
$28.2M -$5.58M -50,754 -17%
DS
204
Dudley & Shanley
Florida
$28M +$35.3K +321 +0.1%
Asset Management One
205
Asset Management One
Japan
$28M +$133K +1,208 +0.5%
VOYA Investment Management
206
VOYA Investment Management
Georgia
$27.7M -$5.27M -47,900 -16%
BFS
207
Bradley Foster & Sargent
Connecticut
$27.6M +$19.5M +176,898 +263%
DDPIC
208
Deroy & Devereaux Private Investment Counsel
Michigan
$26.6M -$304K -2,768 -1%
AIG
209
American International Group
New York
$26.5M +$50.5K +459 +0.2%
RFC
210
Regions Financial Corp
Alabama
$26.5M -$1.86M -16,913 -7%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$26.4M +$254K +2,305 +1%
AQR Capital Management
212
AQR Capital Management
Connecticut
$25.9M +$2.88M +26,205 +13%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$25.7M -$1.03M -9,334 -4%
JLBC
214
J.L. Bainbridge & Co
Florida
$25.6M +$3.56M +32,341 +17%
Royal London Asset Management
215
Royal London Asset Management
United Kingdom
$25.6M +$868K +7,889 +4%
WCM
216
Windward Capital Management
California
$25.4M +$419K +3,813 +2%
Squarepoint
217
Squarepoint
New York
$25.4M +$20.7M +188,059 +517%
AP
218
Archon Partners
New Jersey
$25.2M
PAS
219
Professional Advisory Services
Florida
$24.7M -$2.04M -18,549 -8%
SM
220
Sunriver Management
Connecticut
$24.4M -$41M -373,128 -63%
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$24.3M +$591K +5,370 +3%
AIA
222
Avalon Investment & Advisory
Texas
$24.1M -$256K -2,328 -1%
CS
223
Cannell & Spears
New York
$24M +$88.2K +802 +0.4%
SAM
224
Soditic Asset Management
United Kingdom
$24M
CCM
225
Coerente Capital Management
Ontario, Canada
$23.8M -$1.31M -11,908 -5%

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.