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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.2B +$180M +1,639,245 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.76B +$29M +263,586 +0.5%
BlackRock
3
BlackRock
New York
$4.71B -$47.9M -435,467 -1%
Dodge & Cox
4
Dodge & Cox
California
$4.1B -$7.54M -68,535 -0.2%
State Street
5
State Street
Massachusetts
$2.9B +$112M +1,022,653 +4%
Harris Associates
6
Harris Associates
Illinois
$1.96B -$231M -2,103,499 -11%
Capital World Investors
7
Capital World Investors
California
$1.6B +$416M +3,782,247 +36%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.4B +$16.5M +149,811 +1%
VH
9
ValueAct Holdings
California
$1.32B -$330M -3,000,000 -20%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.26B +$635M +5,770,118 +107%
Morgan Stanley
11
Morgan Stanley
New York
$1.12B -$11.6M -105,476 -1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.11B -$88.8M -807,109 -8%
VAM
13
Veritas Asset Management
United Kingdom
$946M +$98.3M +893,910 +12%
BI
14
BlueSpruce Investments
Illinois
$786M -$176M -1,602,439 -19%
Parnassus Investments
15
Parnassus Investments
California
$772M -$597M -5,428,871 -44%
Northern Trust
16
Northern Trust
Illinois
$714M -$18.9M -171,923 -3%
N
17
Nuveen
North Carolina
$654M +$244M +2,217,241 +62%
Norges Bank
18
Norges Bank
Norway
$627M +$14.7M +133,641 +2%
Invesco
19
Invesco
Georgia
$610M -$137M -1,246,642 -19%
LP
20
Longview Partners
Guernsey
$592M +$18.8M +170,934 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$539M -$49.2M -447,436 -9%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$513M -$44.3M -402,303 -8%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$492M -$2.29M -20,860 -0.9%
Franklin Resources
24
Franklin Resources
California
$471M -$1.4M -12,724 -0.3%
Legal & General Group
25
Legal & General Group
United Kingdom
$429M +$9.13M +83,005 +2%

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.