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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
Charles Schwab
26
Charles Schwab
California
$558M +$14.4M +98,997 +3%
UBS AM
27
UBS AM
Illinois
$556M -$16.6M -114,115 -3%
ECU
28
Egerton Capital (UK)
United Kingdom
$542M -$8.16M -56,007 -2%
Bessemer Group
29
Bessemer Group
New Jersey
$520M +$190M +1,306,901 +67%
Amundi
30
Amundi
France
$509M +$44.8M +307,859 +10%
PAI
31
Pittenger & Anderson Inc
Nebraska
$481M -$121K -830 -0%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$466M -$39.8M -273,512 -9%
AllianceBernstein
33
AllianceBernstein
Tennessee
$447M +$140M +960,722 +52%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$437M +$4.63M +31,771 +1%
Franklin Resources
35
Franklin Resources
California
$435M -$66.6M -457,181 -14%
LWCFA
36
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$433M -$10.3M -70,556 -2%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$425M -$2.7M -18,559 -0.7%
Pictet Asset Management
38
Pictet Asset Management
Switzerland
$395M -$21.2M -145,606 -6%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$347M -$8.56M -58,781 -3%
RJA
40
Raymond James & Associates
Florida
$342M +$7.45M +51,141 +2%
Bank of America
41
Bank of America
North Carolina
$340M +$70.2M +482,283 +29%
William Blair & Company
42
William Blair & Company
Illinois
$339M +$7.48M +51,354 +2%
Barclays
43
Barclays
United Kingdom
$328M +$6.24M +42,877 +2%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$326M -$88M -604,280 -23%
MIM
45
Meridiem Investment Management
United Kingdom
$324M +$8.27M +56,775 +3%
CWG
46
C WorldWide Group
Denmark
$315M -$1.65M -11,307 -0.6%
MPI
47
Mairs & Power Inc
Minnesota
$305M -$4.98M -34,191 -2%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$292M +$21M +144,270 +9%
Swiss National Bank
49
Swiss National Bank
Switzerland
$287M -$15.9M -108,900 -6%
JFL
50
Jarislowsky, Fraser Ltd
Quebec, Canada
$279M -$7.11M -48,836 -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.