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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
MJP
351
Michael J. Puzo
$13.6M +$729K +5,003 +6%
Rockefeller Capital Management
352
Rockefeller Capital Management
New York
$13.6M -$3.88M -26,670 -24%
RSVP
353
Ramsay Stattman Vela & Price
Colorado
$13.5M +$15.1K +104 +0.1%
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$13.3M -$36.4K -250 -0.3%
Hudson Bay Capital Management
355
Hudson Bay Capital Management
Connecticut
$13.3M +$12.1M +82,999 New
SWK
356
Stephen W. Kidder
$13.1M -$989K -6,794 -8%
SPIA
357
Steward Partners Investment Advisory
New York
$13.1M +$4.62M +31,689 +63%
SCM
358
Shelton Capital Management
Colorado
$13.1M -$1.21M -8,303 -9%
CIA
359
Choate Investment Advisors
Massachusetts
$13M +$5.29M +36,347 +81%
FNBT
360
FineMark National Bank & Trust
Florida
$12.9M +$3.4M +23,333 +41%
Osaic Holdings
361
Osaic Holdings
Arizona
$12.8M -$13.4M -92,327 -53%
Luther King Capital Management (LKCM)
362
Luther King Capital Management (LKCM)
Texas
$12.7M +$11.1M +76,530 +2,505%
ROC
363
Running Oak Capital
Minnesota
$12.7M +$753K +5,173 +7%
YCM
364
Yousif Capital Management
Michigan
$12.7M -$248K -1,706 -2%
VWM
365
Venturi Wealth Management
Texas
$12.6M +$134K +923 +1%
MOACM
366
Mutual of America Capital Management
New York
$12.6M -$232K -1,593 -2%
LCM
367
Landscape Capital Management
New Jersey
$12.4M +$11.3M +77,564 New
SMDAM
368
Sumitomo Mitsui DS Asset Management
Japan
$12.3M +$2.61M +17,931 +30%
B
369
Bailard
California
$12.3M -$30.7K -211 -0.3%
RBC
370
Romano Brothers & Co
Illinois
$12.1M -$97.6K -670 -0.9%
PA
371
Perennial Advisors
New York
$12.1M -$315K -2,160 -3%
Daiwa Securities Group
372
Daiwa Securities Group
Japan
$12.1M +$538K +3,691 +5%
SOADOR
373
State of Alaska Department of Revenue
Alaska
$12M +$43.7K +300 +0.4%
B
374
Bellecapital
Switzerland
$11.9M -$176K -1,210 -2%
PWLP
375
Prio Wealth Limited Partnership
Massachusetts
$11.8M -$122K -840 -1%

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.