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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
LOAMS
651
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.23M +$2.94M +20,205 New
CTC
652
Central Trust Company
Missouri
$3.22M +$16.3K +112 +0.6%
EIG
653
Ellenbecker Investment Group
Wisconsin
$3.22M
NB
654
Norinchukin Bank
Japan
$3.2M -$38.2K -262 -1%
AA
655
Altrafin AG
$3.2M
LG
656
LaFleur & Godfrey
Michigan
$3.19M -$315K -2,160 -10%
PAG
657
Private Advisor Group
New Jersey
$3.19M +$113K +776 +4%
CFM
658
Catalyst Funds Management
Australia
$3.19M +$2.9M +19,940 New
GF
659
Gabelli Funds
New York
$3.18M -$583K -4,000 -17%
BIA
660
Barry Investment Advisors
Massachusetts
$3.18M -$34.2K -235 -1%
KRSITF
661
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.17M -$229K -1,575 -7%
AEPWM
662
Atlantic Edge Private Wealth Management
Florida
$3.15M +$48.8K +335 +2%
RVM
663
Robinson Value Management
Texas
$3.14M -$729K -5,008 -20%
PSB
664
Passumpsic Savings Bank
Vermont
$3.12M +$2.84M +19,510 New
TFA
665
Trinity Financial Advisors
Ohio
$3.1M
CW
666
Connectus Wealth
Ohio
$3.08M -$360K -2,475 -11%
KA
667
KLCM Advisors
Wisconsin
$3.07M -$1.89K -13 -0.1%
IRAG
668
Investment Research & Advisory Group
Georgia
$3.07M +$216K +1,484 +8%
RJT
669
Raymond James Trust
Florida
$3.05M +$90.6K +622 +3%
NMIMC
670
Northwestern Mutual Investment Management Company
Wisconsin
$3.04M +$6.99K +48 +0.3%
AWM
671
Axxcess Wealth Management
California
$3.03M -$1.14M -7,796 -29%
PAS
672
Park Avenue Securities
New York
$3.02M +$167K +1,150 +6%
MG
673
Marex Group
$3.02M
SAM
674
Silphium Asset Management
United Kingdom
$3.02M
LJHT
675
Laurie J. Hall Trustee
$2.95M +$65.5K +450 +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.