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
NA
601
NewEdge Advisors
Louisiana
$3.97M +$463K +3,178 +15%
ITIM
602
Indiana Trust & Investment Management
Indiana
$3.96M +$80K +549 +2%
PCA
603
Peddock Capital Advisors
Massachusetts
$3.93M +$54K +371 +2%
SCM
604
Soros Capital Management
New York
$3.93M -$1.87M -12,830 -34%
JCM
605
Jag Capital Management
Missouri
$3.92M -$12.2K -84 -0.3%
EOJOAM
606
E. Ohman J:or Asset Management
Sweden
$3.92M +$160K +1,100 +5%
DLCIG
607
D.L. Carlson Investment Group
New Hampshire
$3.91M -$66.7K -458 -2%
CAM
608
ClariVest Asset Management
California
$3.89M -$8.35M -57,300 -70%
BCM
609
Blume Capital Management
California
$3.88M -$24.8K -170 -0.7%
MLICM
610
Metropolitan Life Insurance Company (MetLife)
New York
$3.87M -$32.5K -223 -0.9%
TCCM
611
Timber Creek Capital Management
Massachusetts
$3.81M -$2.35M -16,112 -40%
TRCT
612
Tower Research Capital (TRC)
New York
$3.81M -$10.1M -69,142 -74%
APIM
613
Agate Pass Investment Management
Washington
$3.8M -$43.7K -300 -1%
AHC
614
Anderson Hoagland & Co
Missouri
$3.8M -$28K -192 -0.8%
AAS
615
Ameritas Advisory Services
Nebraska
$3.79M +$2.14M +14,722 +138%
JC
616
JB Capital
Connecticut
$3.78M -$4.66K -32 -0.1%
PCM
617
Prelude Capital Management
New York
$3.77M +$1.8M +12,337 +110%
MGP
618
Metis Global Partners
California
$3.76M -$87.8K -603 -2%
FM
619
Freemont Management
Switzerland
$3.74M -$1.06M -7,300 -24%
CSPAM
620
Cary Street Partners Asset Management
Virginia
$3.73M -$14.3K -98 -0.4%
Carson Wealth (CWM LLC)
621
Carson Wealth (CWM LLC)
Nebraska
$3.72M +$278K +1,912 +9%
AG
622
Ascent Group
Virginia
$3.71M +$1.72M +11,831 +104%
BLC
623
Brown, Lisle/Cummings
Rhode Island
$3.7M +$7.28K +50 +0.2%
Parallax Volatility Advisers
624
Parallax Volatility Advisers
California
$3.7M -$1.34M -9,227 -29%
FFAM
625
Forge First Asset Management
Canada
$3.69M +$1.13M +7,750 +50%

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.