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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
UBS Group
51
UBS Group
Switzerland
$242M +$41.1M +282,322 +23%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$239M +$71.3M +489,397 +48%
Arrowstreet Capital
53
Arrowstreet Capital
Massachusetts
$237M +$15.2M +104,498 +8%
Lazard Asset Management
54
Lazard Asset Management
New York
$234M -$7.54M -51,743 -3%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$231M -$4.13M -28,338 -2%
SI
56
Scharf Investments
California
$227M +$45.7M +313,919 +28%
Deutsche Bank
57
Deutsche Bank
Germany
$227M -$2.33M -15,988 -1%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$226M -$30.9M -212,305 -13%
Wells Fargo
59
Wells Fargo
California
$221M -$24.3M -166,836 -11%
Robeco Institutional Asset Management
60
Robeco Institutional Asset Management
Netherlands
$215M +$1.08M +7,435 +0.6%
DCP
61
DSM Capital Partners
Florida
$207M +$3.73M +25,608 +2%
ClearBridge Investments
62
ClearBridge Investments
New York
$197M +$5.63M +38,656 +3%
KCM
63
Kensico Capital Management
Connecticut
$188M +$13.7M +94,200 +9%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$187M -$78.6K -540 -0%
FI
65
Focused Investors
California
$182M -$10.1M -69,600 -6%
BIP
66
Brandes Investment Partners
California
$176M +$13.5M +92,675 +9%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$173M -$8.7M -59,744 -5%
PTC
68
Provident Trust Company
Wisconsin
$171M +$4.04M +27,768 +3%
CS
69
Credit Suisse
Switzerland
$165M -$9.59M -65,839 -6%
Macquarie Group
70
Macquarie Group
Australia
$164M -$4.38M -30,074 -3%
National Pension Service
71
National Pension Service
South Korea
$162M -$310K -2,126 -0.2%
Citigroup
72
Citigroup
New York
$158M -$16.5M -112,954 -10%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$158M -$240K -1,648 -0.2%
RC
74
Rivulet Capital
New Jersey
$154M
DPL
75
Danica Pension Livsforsikrings
$153M +$140M +958,995 New

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.