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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
UIM
326
USS Investment Management
United Kingdom
$16.3M +$744K +5,109 +5%
SAM
327
Stansberry Asset Management
Texas
$16.2M -$2.48M -17,038 -14%
KLWA
328
Kelly Lawrence W & Associates
California
$16.1M -$529K -3,635 -3%
VC
329
Vestor Capital
Illinois
$16M +$537K +3,685 +4%
Cetera Investment Advisers
330
Cetera Investment Advisers
Illinois
$15.8M +$8.95M +61,480 +164%
DPAM
331
Degroof Petercam Asset Management
Belgium
$15.7M +$218K +1,500 +2%
BB
332
Busey Bank
Illinois
$15.7M +$2.48K +17 +0%
BCB
333
Brian C. Broderick
$15.6M +$1.05M +7,221 +8%
CIA
334
CCM Investment Advisers
South Carolina
$15.4M -$1.07M -7,324 -7%
ECM
335
Engle Capital Management
Connecticut
$15.3M -$1.75M -12,000 -11%
AM
336
AGF Management
Ontario, Canada
$15.3M +$181K +1,246 +1%
FGP
337
Foyston, Gordon, & Payne
Ontario, Canada
$15M -$495K -3,397 -3%
DnB Asset Management
338
DnB Asset Management
Norway
$15M -$3.54M -24,314 -21%
LSV Asset Management
339
LSV Asset Management
Illinois
$14.5M -$43.7K -300 -0.3%
NYLIM
340
New York Life Investment Management
New York
$14.5M -$458K -3,145 -3%
GAM
341
Gotham Asset Management
New York
$14.4M +$1.29M +8,891 +11%
FDP
342
Financiere des Professionnels
Quebec, Canada
$14.3M
EI
343
Ethic Inc
New York
$14.2M +$1.42M +9,782 +12%
HAIM
344
Hunter Associates Investment Management
Pennsylvania
$14.1M +$139K +951 +1%
LCM
345
Logan Capital Management
Pennsylvania
$13.9M -$112K -767 -0.9%
BWP
346
Baldwin Wealth Partners
Massachusetts
$13.9M -$111K -759 -0.9%
BAM
347
Bell Asset Management
Australia
$13.8M -$53K -364 -0.4%
Public Employees Retirement Association of Colorado
348
Public Employees Retirement Association of Colorado
Colorado
$13.7M -$89.8M -616,620 -88%
RGC
349
Redwood Grove Capital
California
$13.6M +$705K +4,840 +6%
GH
350
GAM Holding
Switzerland
$13.6M -$566K -3,889 -4%

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.