Analyzing Recent Hedge Fund Holdings: A Focus on Fiserv Inc
In the most recent evaluation of the 13F filings for the reporting period ending March 31, 2025, Fiserv Inc. (stock symbol: FI) emerged as a noteworthy holding among ten hedge funds. This collective interest from hedge fund managers prompts a closer examination of their positions and strategic moves.
Understanding 13F Filings
It’s crucial to recognize that 13F filings provide only a partial view of hedge fund positions. These documents exclusively report long positions to the SEC, leaving out short positions. For instance, a fund may possess both long holdings and short positions, which could skew perceptions of their overall stance on a stock. A hedge fund that appears bullish by holding Fiserv shares might simultaneously maintain a bearish position through shorting, revealing a more nuanced investment strategy.
Changes in Fiserv Holdings
Looking at the recent group of 13F filings, we can identify shifts in hedge fund positions regarding Fiserv. Here’s a summary of notable changes during this latest reporting cycle:
| Fund | New Position? | Change in Shares | Change in Market Value ($ in thousands) |
|---|---|---|---|
| Tandem Investment Advisors Inc. | Existing | -8,488 | -1,256 |
| Oregon Public Employees Retirement Fund | Existing | +154 | +786 |
| Clarity Capital Partners LLC | New | +987 | +218 |
| Meritage Portfolio Management | Existing | UNCH | +103 |
| Buffington Mohr McNeal | Existing | -12,503 | -2,295 |
| ZWJ Investment Counsel Inc. | Existing | -8,312 | +2,384 |
| Clark Asset Management LLC | Existing | UNCH | +16 |
| D.A. Davidson & Co. | Existing | +4,934 | +3,536 |
| Rosenberg Matthew Hamilton | Existing | UNCH | +1 |
| Principal Financial Group Inc. | Existing | -53,866 | +2,423 |
Aggregate Changes in Holdings
Overall, two funds expanded their existing positions in Fiserv, while four decreased their stakes, and one established a new position. A broader examination of all funds holding Fiserv shares reveals that, within the reporting period up to March 31, 2025, the total share count shrank substantially. Specifically, funds reduced their holdings from 27,152,815 shares down to 25,503,908—a decrease of approximately 1,648,907 shares or 6.07%.
Leading Hedge Funds in Fiserv
Throughout this analysis, we note the leading hedge funds invested in Fiserv as of March 31, 2025. These funds reflect a variety of investment strategies and approaches, making them significant players in the market for this stock.
Conclusion
The insights gleaned from examining 13F filings can provide valuable perspectives into hedge fund behavior and market trends, particularly regarding companies like Fiserv Inc. The fluctuations in holdings among these institutional investors suggest ongoing evaluation and strategic shifts within the rapidly evolving financial landscape.
For those tracking hedge fund activity, staying updated on these filings can be an excellent resource for identifying investment opportunities and understanding market sentiment.
