We are live on ! Find out more
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
UCFA
551
United Capital Financial Advisors
Texas
$4.93M -$130K -896 -3%
AWM
552
Avior Wealth Management
Nebraska
$4.91M +$235K +1,614 +6%
KP
553
Keel Point
Alabama
$4.91M +$64.4K +442 +1%
MM
554
Meridian Management
Arkansas
$4.91M -$2.1M -14,437 -32%
MCM
555
Monarch Capital Management
Indiana
$4.88M -$13K -89 -0.3%
NRG
556
Nemes Rush Group
Michigan
$4.87M +$863K +5,928 +24%
AIM
557
AMI Investment Management
Indiana
$4.87M -$29.1K -200 -0.7%
QCM
558
Quantinno Capital Management
New York
$4.83M +$730K +5,009 +20%
NMERB
559
New Mexico Educational Retirement Board
New Mexico
$4.83M -$277K -1,900 -6%
IC
560
IEQ Capital
California
$4.8M +$837K +5,747 +24%
Focus Partners Wealth
561
Focus Partners Wealth
Massachusetts
$4.79M +$2.99M +20,552 +217%
Wealthfront Advisers
562
Wealthfront Advisers
California
$4.79M +$26.8K +184 +0.6%
HR
563
Howe & Rusling
New York
$4.78M +$64.8K +445 +2%
OCM
564
Oribel Capital Management
New York
$4.75M -$20M -137,400 -82%
AssetMark Inc
565
AssetMark Inc
California
$4.7M +$3.38M +23,202 +373%
TAM
566
Tabor Asset Management
New York
$4.61M +$4.2M +28,817 New
American Century Companies
567
American Century Companies
Missouri
$4.59M +$253K +1,736 +6%
RSWM
568
Robertson Stephens Wealth Management
California
$4.55M -$129K -884 -3%
HCA
569
Horan Capital Advisors
Ohio
$4.54M -$30.7K -211 -0.7%
TFG
570
Taylor Financial Group
Virginia
$4.53M -$28.1K -193 -0.7%
ECM
571
EagleClaw Capital Management
Massachusetts
$4.5M -$43.7K -300 -1%
CP
572
Clayton Partners
California
$4.49M -$104K -713 -2%
FNBOO
573
First National Bank of Omaha
Nebraska
$4.48M -$3.01M -20,660 -50%
OCA
574
Otter Creek Advisors
Florida
$4.47M +$4.08M +28,000 New
NED
575
Nancy E. Dempze
$4.47M +$57.1K +392 +1%

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.