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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
ANBT
376
American National Bank & Trust
Texas
$11.8M +$293K +2,015 +3%
BFA
377
Bragg Financial Advisors
North Carolina
$11.7M +$96.8K +665 +0.9%
Wealth Enhancement Advisory Services
378
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$120K +824 +1%
LPT
379
Legacy Private Trust
Wisconsin
$11.6M -$806K -5,535 -7%
Pathstone Holdings
380
Pathstone Holdings
New Jersey
$11.4M +$725K +4,979 +8%
GVAG
381
Great Valley Advisor Group
Delaware
$11.3M +$1.08M +7,395 +12%
WC
382
Woodstock Corp
Massachusetts
$11.2M +$43.7K +300 +0.4%
NAM
383
Nissay Asset Management
Japan
$11.2M -$248K -1,705 -2%
HL
384
HeadInvest LLC
Maine
$11.1M -$224K -1,535 -2%
WB
385
Webster Bank
Connecticut
$11M -$267K -1,835 -3%
SLAM
386
Swiss Life Asset Management
$11M -$10M -68,713 -50%
BG
387
Bahl & Gaynor
Ohio
$11M -$309K -2,125 -3%
HighTower Advisors
388
HighTower Advisors
Illinois
$10.9M -$13.9M -95,513 -58%
AC
389
Addenda Capital
Quebec, Canada
$10.7M -$488K -3,350 -5%
FHB
390
First Hawaiian Bank
Hawaii
$10.7M -$384K -2,638 -4%
SCP
391
Steamboat Capital Partners
New York
$10.7M +$162K +1,115 +2%
PFPT
392
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.7M +$42.8K +294 +0.4%
Marshall Wace
393
Marshall Wace
United Kingdom
$10.7M -$123M -845,686 -93%
SF
394
Synovus Financial
Georgia
$10.5M +$383K +2,628 +4%
Credit Agricole
395
Credit Agricole
France
$10.5M +$2.84M +19,467 +37%
PGFC
396
Peapack-Gladstone Financial Corp
New Jersey
$10.4M +$31.6K +217 +0.3%
ROC
397
Robertson Opportunity Capital
Texas
$10.3M -$3.86M -26,483 -29%
Janney Montgomery Scott
398
Janney Montgomery Scott
Pennsylvania
$10.2M +$534K +3,666 +6%
Cambridge Investment Research Advisors
399
Cambridge Investment Research Advisors
Iowa
$10.2M +$685K +4,703 +8%
LOPW
400
Live Oak Private Wealth
North Carolina
$10.2M -$23.3K -160 -0.3%

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.