Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FISERV INC (FISV)

1K + Investors. Track Smart Money conviction in FISV. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -145
Streak
4Q ▼
Buyers last Q
44%

Smart Money Signals — FISV

Based on 1243 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their FISV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 66% of 3.0Y high

66% of all-time peak
Only 1,243 funds hold FISV today versus a peak of 1,891 funds at 2025 Q1 — just 66% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 34% fewer funds vs a year ago

fund count last 6Q
648 fewer hedge funds hold FISV compared to a year ago (-34% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

619 buying792 selling
Last quarter: 792 funds reduced or exited vs 619 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-90 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 195 → 175 → 222 → 132. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 13% medium 16% new
883 out of 1,243 hedge funds have held FISV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -5%, value -23%

Value
-22%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~132 new funds/quarter

182 → 195 → 175 → 222 → 132 new funds/Q
New funds entering each quarter: 195 → 175 → 222 → 132. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

74% veterans 8% 1-2yr 18% new
Of 1,305 current holders: 963 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
65 of 1243 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in FISV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FISV

In 2026 Q1, 619 hedge funds were net buyers of FISV (132 opened a new position, 487 added to an existing one), while 792 reduced or exited (515 trimmed, 277 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 47% of total institutional value in FISV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -145 funds (more exits than new entries). Total institutional holders: 1243.

Hedge Fund Ownership: FISV

How many hedge funds hold FISV — quarterly history vs. share price
Quarterly hedge fund ownership of FISV vs. share price

Market Analysis: FISV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FISV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy FISERV INC (FISV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FISV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 52d ago
FISV
+4.4%
SPY
+14.0%

FISV outperformed SPY by -9.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 7d ago
FISV
+2.9%
SPY
+0.3%

Since the filing became public, FISV outperformed SPY by +2.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

74 top-rated funds 9 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: FISV
1K + Investors

Track Smart Money conviction in FISV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1240 1388 -10.66%
13F Shares 478M 504M -5.11%
Total Value $26.11B $33.79B -22.73%
New Positions 130 222 -92
Increased Positions 469 411 +58
Closed Positions 278 539 -261
Reduced Positions 491 656 -165
Total Calls 31 32 -3.12%
Total Puts 22 26 -15.38%
PUT/CALL Ratio 0.71 0.81 Neutral

Statistics: FISV

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FISV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of FISV — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JANA Partners Management, LP 15.41% 4,435,605 $247.5M
2 Corus Family Wealth Advisors 12.57% 276,691 $15.4M
3 Courant Investment Management LLC 10.35% 190,000 $10.6M
4 PITTENGER & ANDERSON INC 6.39% 2,876,734 $160.5M
5 TLS Advisors LLC 6.36% 48,000 $3K
6 Quaker Capital Investments, LLC 5.76% 422,028 $23.5M
7 Two Point Capital Management, Inc. 5.68% 233,199 $13.0M
8 Redwood Grove Capital, LLC 4.64% 257,632 $14.4M
9 Sovereign's Capital Management, LLC 4.29% 104,416 $5.8M
10 America First Investment Advisors, LLC 4.17% 401,390 $22.4M
11 COLRAIN CAPITAL LLC 4.14% 191,915 $10.7M
12 Turtle Creek Asset Management Inc. 4.04% 2,841,901 $158.6M
13 Warther Private Wealth, LLC 3.53% 269,725 $15.1M
14 Eley Financial Management, Inc 3.13% 35,233 $7.8M
15 Hillman Capital Management, Inc. 3.13% 80,728 $4.5M
16 BROOKTREE CAPITAL MANAGEMENT 2.97% 67,058 $3.7M
17 Poehling Capital Management, INC. 2.64% 224,501 $12.5M
18 Gator Capital Management, LLC 2.59% 226,780 $12.7M
19 Triad Investment Management 2.51% 114,546 $6.8M
20 Legal Advantage Investments, Inc. 2.42% 84,080 $4.7M
21 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2.37% 248,102 $13.8M
22 SUMMITRY LLC 2.31% 949,238 $53.0M
23 Longview Partners (Guernsey) LTD 2.29% 2,902,523 $162.0M
24 TAM Capital Management Inc. 2.26% 82,809 $4.6M
25 BANYAN CAPITAL MANAGEMENT, INC. 2.24% 93,358 $5.2M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FISERV INC (FISV)

What does the Smart Money Trend signal show for FISV?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their FISV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FISV?

More sellers than buyers — 44% buying: Last quarter: 792 funds reduced or exited vs 619 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FISV holders?

Elite ownership — 47% AUM from top-100 funds: 65 of 1243 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in FISV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FISV?

71% of holders stayed for 2+ years: 883 out of 1,243 hedge funds have held FISV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy FISERV INC (FISV) following the 2026 Q1 hedge fund 13F filings?

As of today, FISV has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), FISV has gained +4.4% vs +14.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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