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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
SWM
476
Sendero Wealth Management
Texas
$7.38M -$218K -1,497 -3%
NME
477
Notis-McConarty Edward
$7.37M -$561K -3,855 -8%
ACM
478
Ayrshire Capital Management
Connecticut
$7.35M -$164K -1,127 -2%
KOC
479
Koss-Olinger Consulting
Florida
$7.35M +$6.7M +45,981 New
PAMG
480
Patton Albertson Miller Group
Tennessee
$7.33M +$412K +2,826 +7%
MIP
481
Marietta Investment Partners
Wisconsin
$7.31M +$353K +2,422 +6%
KRS
482
Kentucky Retirement Systems
Kentucky
$7.28M -$356K -2,441 -5%
TIM
483
Thompson Investment Management
Wisconsin
$7.24M -$383K -2,627 -5%
KS
484
Karpas Strategies
Connecticut
$7.24M -$2.91K -20 -0%
Pacer Advisors
485
Pacer Advisors
Pennsylvania
$7.19M +$829K +5,693 +14%
AAM
486
Advisors Asset Management
Colorado
$7.14M +$1.38M +9,489 +27%
FWTB
487
First Western Trust Bank
Colorado
$7.13M -$218K -1,494 -3%
MS
488
Marshall & Sullivan
Washington
$7.05M -$67.1K -461 -1%
HT
489
Heritage Trust
Oklahoma
$7.01M -$23.7K -163 -0.4%
RMC
490
Resources Management Corp
Connecticut
$6.97M -$130K -895 -2%
BEAM
491
Baker Ellis Asset Management
Washington
$6.95M +$54.8K +376 +0.9%
JGUA
492
John G. Ullman & Associates
New York
$6.94M -$149K -1,020 -2%
KAS
493
Kestra Advisory Services
Texas
$6.94M +$174K +1,193 +3%
CRC
494
Curi RMB Capital
Illinois
$6.91M -$14.6K -100 -0.2%
MSRPS
495
Maryland State Retirement & Pension System
Maryland
$6.9M +$57.8K +397 +0.9%
CCG
496
Cloverfields Capital Group
Minnesota
$6.85M +$272K +1,871 +5%
IIM
497
INTECH Investment Management
Florida
$6.81M -$4.71M -32,354 -43%
AIM
498
Avanda Investment Management
Singapore
$6.75M +$6.15M +42,257 New
CWM
499
CMH Wealth Management
New Hampshire
$6.67M -$765K -5,251 -11%
PCIA
500
Prime Capital Investment Advisors
Kansas
$6.64M +$600K +4,123 +11%

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.