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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
HP
401
Hound Partners
New York
$10.2M +$9.27M +63,627 New
MGP
402
M&G plc
United Kingdom
$10.1M +$9.16M +62,922 New
CAC
403
Core Alternative Capital
Georgia
$10M -$2M -13,744 -18%
PI
404
PGGM Investments
Netherlands
$9.97M +$1.87M +12,838 +26%
LRPA
405
L. Roy Papp & Associates
Arizona
$9.88M -$299K -2,055 -3%
Walleye Trading
406
Walleye Trading
New York
$9.82M -$10.9M -74,909 -55%
OIA
407
OneDigital Investment Advisors
Kansas
$9.8M +$1.32M +9,079 +17%
CTA
408
Chesley Taft & Associates
Illinois
$9.73M +$62.9K +432 +0.7%
MCWS
409
McKinley Carter Wealth Services
West Virginia
$9.62M +$126K +866 +1%
IMPI
410
Ilmarinen Mutual Pension Insurance
Finland
$9.59M
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$9.57M -$1.97M -13,550 -18%
MGWM
412
Marks Group Wealth Management
Minnesota
$9.55M -$206K -1,414 -2%
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.5M +$3.04M +20,850 +54%
TAM
414
Tocqueville Asset Management
New York
$9.41M +$69.2K +475 +0.8%
PMG
415
ProVise Management Group
Florida
$9.4M +$575K +3,945 +7%
ACA
416
Aptus Capital Advisors
Alabama
$9.32M -$628K -4,314 -7%
Federated Hermes
417
Federated Hermes
Pennsylvania
$9.31M +$2.47M +16,946 +41%
GWM
418
GDS Wealth Management
Texas
$9.3M +$1.41M +9,663 +20%
1832 Asset Management
419
1832 Asset Management
Ontario, Canada
$9.27M -$706K -4,846 -8%
DT
420
Diversified Trust
Tennessee
$9.23M +$1.73M +11,876 +26%
MC
421
Middleton & Co
Massachusetts
$9.2M -$58.7K -403 -0.7%
BCM
422
BTC Capital Management
Iowa
$9.19M +$8.38M +57,519 New
CAM
423
Cozad Asset Management
Illinois
$9.15M -$130K -890 -2%
LAI
424
Legal Advantage Investments
California
$9.07M -$1.43M -9,790 -15%
Acadian Asset Management
425
Acadian Asset Management
Massachusetts
$9.05M +$6.52M +44,776 +377%

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.