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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
BMSSC
576
B. Metzler seel. Sohn & Co
Germany
$4.44M -$44.3K -304 -1%
SC
577
SouthState Corp
Florida
$4.44M +$186K +1,276 +5%
IG
578
ING Group
Netherlands
$4.39M -$3.34M -22,933 -46%
HWM
579
HB Wealth Management
Georgia
$4.39M +$79.5K +546 +2%
ACI
580
Alpha Cubed Investments
California
$4.37M -$19.7M -135,271 -83%
GL
581
Graypoint LLC
New York
$4.36M -$122K -837 -3%
ASN
582
Advisory Services Network
Georgia
$4.34M +$270K +1,855 +7%
Envestnet Portfolio Solutions
583
Envestnet Portfolio Solutions
Illinois
$4.33M -$253K -1,740 -6%
CCT
584
Capital City Trust
Florida
$4.29M -$107K -733 -3%
BCM
585
Brookstone Capital Management
Illinois
$4.28M +$2.95M +20,282 +313%
IMRF
586
Illinois Municipal Retirement Fund
Illinois
$4.25M
FWM
587
FFT Wealth Management
Pennsylvania
$4.23M +$3.86M +26,485 New
MYAM
588
Meiji Yasuda Asset Management
Japan
$4.23M -$242K -1,662 -6%
National Bank of Canada
589
National Bank of Canada
Quebec, Canada
$4.22M -$1.63M -11,168 -29%
FT
590
Fiduciary Trust
Massachusetts
$4.2M -$180K -1,235 -4%
UOTTAIMCU
591
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.14M +$3.77M +25,905 New
MWA
592
Meridian Wealth Advisors
Texas
$4.1M +$223K +1,530 +6%
ABP
593
Arthur B. Page
$4.08M -$236K -1,620 -6%
KTM
594
Keeler Thomas Management
Utah
$4.06M -$56.1K -385 -1%
CB
595
Cadence Bank
Mississippi
$4.03M -$15.3K -105 -0.4%
PP
596
Paloma Partners
Connecticut
$4.02M +$3.66M +25,124 New
FB
597
Fulton Bank
Pennsylvania
$4.01M -$122K -835 -3%
TIM
598
Triad Investment Management
California
$4.01M -$425K -2,919 -10%
VAG
599
VisionPoint Advisory Group
Texas
$4.01M +$272K +1,871 +8%
EWM
600
Elevatus Welath Management
New York
$4M +$113K +778 +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.