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FISV

Fiserv Inc

1,645 hedge funds and large institutions have $85B invested in Fiserv Inc in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 568 increasing their positions, 669 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 101

19% more funds holding in top 10

Funds holding in top 10: 91108 (+17)

17% more capital invested

Capital invested by funds: $72.8B → $85B (+$12.2B)

3% more funds holding

Funds holding: 1,5901,645 (+55)

3% less call options, than puts

Call options by funds: $306M | Put options by funds: $314M

1.14% less ownership

Funds ownership: 91.45%90.31% (-1.1%)

15% less repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 669

Holders
1,645
Holders Change
+55
Holders Change %
+3.46%
% of All Funds
23.68%
Holding in Top 10
108
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.68%
% of All Funds
1.55%
New
174
Increased
568
Reduced
669
Closed
101
Calls
$306M
Puts
$314M
Net Calls
-$8.5M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
251
Sora Investors
Pennsylvania
$26.5M +$141K +969 +0.6%
SOMRS
252
State of Michigan Retirement System
Michigan
$26.3M +$14.6K +100 +0.1%
First Trust Advisors
253
First Trust Advisors
Illinois
$26.2M +$7.27M +49,947 +44%
LIP
254
Liontrust Investment Partners
United Kingdom
$26M -$1.28M -8,819 -5%
Nomura Asset Management
255
Nomura Asset Management
Japan
$25.7M +$68.7K +472 +0.3%
FAF
256
Första AP-fonden
Sweden
$25.4M +$1.63M +11,200 +8%
WDA
257
Wendell David Associates
New Hampshire
$25.1M -$158K -1,085 -0.7%
VMPIC
258
Varma Mutual Pension Insurance Co
Finland
$25.1M +$18.9M +129,900 +483%
SWM
259
Spire Wealth Management
Virginia
$25M +$1.05M +7,230 +13%
CWM
260
CIBC World Markets
New York
$24.3M +$1.86M +12,786 +9%
GC
261
Gillson Capital
Illinois
$24.3M -$1.97M -13,556 -8%
Millennium Management
262
Millennium Management
New York
$24.2M -$65M -446,415 -75%
TIP
263
Torray Investment Partners
Maryland
$24.2M -$135K -927 -0.6%
Point72 Asset Management
264
Point72 Asset Management
Connecticut
$24.2M -$63.8M -438,279 -74%
MME
265
Meag Munich Ergo
Germany
$23.9M -$434K -2,980 -2%
TAM
266
Thematics Asset Management
France
$23.5M -$4.33M -29,700 -17%
MIM
267
MetLife Investment Management
New Jersey
$23.5M -$749K -5,144 -3%
ACM
268
Aryeh Capital Management
Ontario, Canada
$23.5M
TFA
269
Toth Financial Advisory
Virginia
$22.6M -$159K -1,095 -0.8%
KFS
270
Kurt F. Somerville
$22.5M -$39.3K -270 -0.2%
SG Americas Securities
271
SG Americas Securities
New York
$22.4M -$36.1M -247,926 -64%
AFG
272
Albion Financial Group
Utah
$22.3M -$120K -823 -0.6%
Creative Planning
273
Creative Planning
Kansas
$22.2M +$951K +6,529 +5%
Canada Pension Plan Investment Board
274
Canada Pension Plan Investment Board
Ontario, Canada
$22.2M -$7.7M -52,871 -28%
MA
275
Montag & Associates
Georgia
$22.2M -$98K -673 -0.5%

FISV Hedge Fund Activity: Q1 2024 in Review

1,645 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2024, worth a combined $85B — up 17% from $72.8B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new FISV positions and 101 closed out — a net gain of 73 holders — while 568 added to existing stakes and 669 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $762M. The largest seller was Morgan Stanley, cutting an estimated $1.44B.

  • 1,645 institutional investors held Fiserv Inc (FISV) as of Q1 2024, up from 1,590 in Q4 2023.
  • Funds reported $85B of Fiserv Inc stock for Q1 2024, up 17% quarter-over-quarter.
  • 174 funds opened new Fiserv Inc positions in Q1 2024 and 101 closed out, a net change of +73 holders.
  • The largest Fiserv Inc buyer in Q1 2024 was JP Morgan Chase, an estimated $762M added.
  • The largest Fiserv Inc seller in Q1 2024 was Morgan Stanley, an estimated $1.44B sold.

Based on aggregated 13F filings for Q1 2024.