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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
MCM
526
MAI Capital Management
Ohio
$5.7M +$3.85M +26,428 +286%
SAM
527
Securian Asset Management
Minnesota
$5.65M -$388K -2,661 -7%
GHAM
528
Gilman Hill Asset Management
Connecticut
$5.64M +$24.8K +170 +0.5%
SCA
529
Snowden Capital Advisors
New York
$5.59M -$892K -6,122 -15%
LSERS
530
Louisiana State Employees Retirement System
Louisiana
$5.58M -$204K -1,400 -4%
NIM
531
Nicollet Investment Management
Minnesota
$5.49M +$25.9K +178 +0.5%
SIC
532
SFE Investment Counsel
California
$5.48M +$142K +972 +3%
AIM
533
Anchor Investment Management
South Carolina
$5.48M +$141K +966 +3%
CAM
534
Cresset Asset Management
Illinois
$5.43M +$671K +4,607 +16%
DILIC
535
Dai-ichi Life Insurance Company
Japan
$5.42M -$142K -977 -3%
ATC
536
Argent Trust Co
Tennessee
$5.42M +$19.2K +132 +0.4%
NP
537
Nilsine Partners
Colorado
$5.4M +$101K +696 +2%
CP
538
CenterBook Partners
Connecticut
$5.37M -$2.37M -16,246 -33%
WBC
539
Westpac Banking Corp
Australia
$5.29M -$3.2K -22 -0.1%
VHMC
540
Value Holdings Management Company
New York
$5.27M
ERIC
541
Eagle Rock Investment Company
Georgia
$5.27M -$73.5K -505 -2%
EAM
542
EULAV Asset Management
Florida
$5.24M -$1.6K -11 -0%
BDL
543
Bey-Douglas LLC
Georgia
$5.18M -$21K -144 -0.4%
BSA
544
Bull Street Advisors
Georgia
$5.16M -$30.6K -210 -0.6%
NAM
545
NorthCrest Asset Manangement
Minnesota
$5.12M -$307K -2,111 -6%
PGCM
546
Prescott Group Capital Management
Oklahoma
$5.04M
GT
547
Glenview Trust
Kentucky
$5.02M -$22.3K -153 -0.5%
CA
548
Cornerstone Advisors
North Carolina
$4.99M
TSS
549
Thomas Story & Son
Indiana
$4.97M -$3.64K -25 -0.1%
SI
550
Stephens Inc
Arkansas
$4.95M +$188K +1,293 +4%

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.