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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
LCM
451
Liberty Capital Management
Michigan
$8.37M -$121K -830 -2%
CCM
452
Cox Capital Management
Massachusetts
$8.2M -$178K -1,220 -2%
OPERF
453
Oregon Public Employees Retirement Fund
Oregon
$8.2M +$639K +4,389 +9%
WIC
454
Wilkins Investment Counsel
Massachusetts
$8.16M +$433K +2,975 +6%
GIBU
455
Gulf International Bank (UK)
United Kingdom
$8.14M +$25.1K +172 +0.3%
RGI
456
River Global Investors
United Kingdom
$8.08M -$1.76M -12,069 -19%
AAF
457
Andra AP-fonden
Sweden
$8.05M +$7.34M +50,395 New
JC
458
Jacobs & Co
California
$8.03M -$109K -745 -1%
TPCM
459
Two Point Capital Management
New York
$7.93M +$142K +975 +2%
HBT
460
Hills Bank & Trust
Iowa
$7.93M -$167K -1,147 -2%
SAM
461
Shell Asset Management
Netherlands
$7.89M -$2.28M -15,635 -23%
BCI
462
Brinker Capital Investments
Pennsylvania
$7.86M -$1.07M -7,318 -13%
OPS
463
Orion Portfolio Solutions
Nebraska
$7.86M -$1.07M -7,318 -13%
OC
464
Oarsman Capital
Wisconsin
$7.85M -$188K -1,293 -3%
PKC
465
Palmer Knight Company
Florida
$7.81M +$169K +1,158 +2%
RAM
466
Redmond Asset Management
Virginia
$7.8M -$500K -3,434 -7%
VCA
467
Verdence Capital Advisors
Maryland
$7.79M -$412K -2,829 -5%
DRD
468
Dennis R. Delaney
$7.78M -$110K -757 -2%
CI
469
CX Institutional
Indiana
$7.74M +$6.49M +44,557 +1,143%
CAM
470
Close Asset Management
United Kingdom
$7.65M -$36.4K -250 -0.5%
CSPIA
471
Cary Street Partners Investment Advisory
Virginia
$7.57M +$35K +240 +0.5%
PP
472
Prudential plc
United Kingdom
$7.54M -$222K -1,524 -3%
HPC
473
HM Payson & Co
Maine
$7.51M -$240K -1,649 -3%
MKC
474
M. Kraus & Co
Vermont
$7.5M +$187K +1,285 +3%
CGH
475
Crossmark Global Holdings
Texas
$7.41M -$239K -1,641 -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.