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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
ANTB
626
AMG National Trust Bank
Colorado
$3.68M -$298K -2,048 -8%
LOAME
627
Lombard Odier Asset Management (Europe)
United Kingdom
$3.68M -$837K -5,750 -20%
FNA
628
First National Advisers
Nebraska
$3.64M +$603K +4,137 +20%
VIM
629
Vinva Investment Management
Australia
$3.64M +$218K +1,500 +7%
MC
630
Moors & Cabot
Massachusetts
$3.6M -$71.4K -490 -2%
RF
631
Robbins Farley
New Hampshire
$3.56M -$625K -4,294 -16%
FMWA
632
Forvis Mazars Wealth Advisors
Missouri
$3.55M -$97.4K -669 -3%
BIM
633
Baldwin Investment Management
Pennsylvania
$3.51M -$29.9K -205 -0.9%
HIS
634
Horizon Investment Services
Indiana
$3.49M +$393K +2,700 +14%
VanEck Associates
635
VanEck Associates
New York
$3.49M -$314K -2,154 -9%
FFBTD
636
First Financial Bank - Trust Division
Ohio
$3.49M +$3.18M +21,842 New
EF
637
Empirical Finance
Pennsylvania
$3.45M +$104K +716 +3%
AIM
638
Achmea Investment Management
Netherlands
$3.45M
TCOO
639
Trust Company of Oklahoma
Oklahoma
$3.44M -$8.59K -59 -0.3%
HWM
640
Hohimer Wealth Management
Washington
$3.41M -$3.21M -22,068 -51%
EHWM
641
Eads & Heald Wealth Management
Georgia
$3.34M -$257K -1,768 -8%
PS
642
Principal Securities
Iowa
$3.34M +$409K +2,810 +16%
BCM
643
Birch Capital Management
Texas
$3.32M +$67.3K +462 +2%
CAL
644
Capital Analysts LLC
Pennsylvania
$3.3M +$63.2K +434 +2%
SFI
645
Siemens Fonds Invest
Germany
$3.29M -$55.6K -382 -2%
PIM
646
Plato Investment Management
Australia
$3.28M +$2.72M +18,681 +1,023%
MWM
647
Mission Wealth Management
California
$3.27M +$28K +192 +0.9%
ADMI
648
Albert D. Mason Inc
Massachusetts
$3.24M +$21K +144 +0.7%
CIP
649
Chartwell Investment Partners
Pennsylvania
$3.23M -$121K -833 -4%
CNAM
650
Campbell Newman Asset Management
Wisconsin
$3.23M -$5.97K -41 -0.2%

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.