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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
BFG
676
Berger Financial Group
Minnesota
$2.93M -$34.2K -235 -1%
DCM
677
Davidson Capital Management
Texas
$2.93M +$6.41K +44 +0.2%
ACM
678
Argyle Capital Management
Pennsylvania
$2.91M -$110K -754 -4%
CPC
679
Consolidated Planning Corp
Georgia
$2.89M +$51.6K +354 +2%
AWS
680
Atria Wealth Solutions
New York
$2.88M +$35.4K +243 +1%
IWS
681
Insight Wealth Strategies
California
$2.86M -$214K -1,467 -8%
AWM
682
Apollon Wealth Management
South Carolina
$2.85M -$218K -1,499 -8%
BFG
683
Bleakley Financial Group
New Jersey
$2.84M +$22.6K +155 +0.9%
SW
684
Simplicity Wealth
New Jersey
$2.83M +$2.58M +17,724 New
Wellington Management Group
685
Wellington Management Group
Massachusetts
$2.81M -$1.05M -7,215 -29%
BSW
686
Buckingham Strategic Wealth
Missouri
$2.8M +$457K +3,141 +22%
SC
687
Savant Capital
Illinois
$2.77M +$1.52M +10,446 +151%
MAM
688
Magellan Asset Management
Australia
$2.74M -$341K -2,341 -12%
TCM
689
Twin Capital Management
Pennsylvania
$2.74M -$231K -1,589 -8%
GP
690
Geneva Partners
Wisconsin
$2.72M +$2.48M +17,039 New
LCM
691
Legato Capital Management
California
$2.72M
FHA
692
First Horizon Advisors
Tennessee
$2.71M -$178K -1,219 -7%
FTDI
693
First Trust Direct Indexing
Massachusetts
$2.7M +$305K +2,093 +14%
PA
694
Pinnacle Associates
New York
$2.7M +$34.5K +237 +1%
CA
695
Cetera Advisors
Colorado
$2.68M +$802K +5,508 +49%
USAA
696
United Services Automobile Association
Texas
$2.66M
WMG
697
WESCAP Management Group
California
$2.66M -$12.1K -83 -0.5%
Man Group
698
Man Group
United Kingdom
$2.64M +$1.07M +7,375 +81%
Squarepoint
699
Squarepoint
New York
$2.6M -$28.1M -193,027 -92%
RIM
700
Rakuten Investment Management
Japan
$2.58M +$2.13M +14,648 +982%

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.