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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
DC
726
Davenport & Co
Virginia
$2.24M +$76.3K +524 +4%
PIM
727
Penobscot Investment Management
Massachusetts
$2.23M +$109K +750 +6%
HIP
728
Harrell Investment Partners
Texas
$2.23M -$205K -1,409 -9%
WS
729
Wedbush Securities
California
$2.23M +$384K +2,639 +23%
VC
730
Veracity Capital
Georgia
$2.21M -$78.8K -541 -4%
S
731
SignatureFD
Georgia
$2.19M +$23K +158 +1%
ATPW
732
Ashton Thomas Private Wealth
Arizona
$2.18M +$104K +717 +6%
VLC
733
Van Leeuwen & Company
New Jersey
$2.17M +$59.3K +407 +3%
IWC
734
Integrated Wealth Concepts
Massachusetts
$2.16M +$9.03K +62 +0.5%
MIM
735
MTM Investment Management
South Carolina
$2.15M -$1.17K -8 -0.1%
Fayez Sarofim & Co
736
Fayez Sarofim & Co
Texas
$2.15M -$84.5K -580 -4%
PWM
737
Palumbo Wealth Management
New York
$2.14M +$437K +2,999 +29%
CIG
738
Cullen Investment Group
Louisiana
$2.14M +$35.1K +241 +2%
Public Sector Pension Investment Board (PSP Investments)
739
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.14M +$131K +900 +7%
MCCA
740
Mill Creek Capital Advisors
Pennsylvania
$2.13M +$13.7K +94 +0.7%
SFG
741
Summit Financial Group
West Virginia
$2.12M -$7.28K -50 -0.4%
BAMCO Inc
742
BAMCO Inc
New York
$2.11M -$27.2K -187 -1%
CG
743
Caprock Group
Idaho
$2.1M -$1.7M -11,646 -47%
HCM
744
Howland Capital Management
Massachusetts
$2.1M -$583 -4 -0%
RC
745
Roundview Capital
New Jersey
$2.1M +$22.9K +157 +1%
NDSI
746
Newman Dignan & Sheerar Inc
Rhode Island
$2.09M +$83.7K +575 +5%
SFA
747
Sequoia Financial Advisors
Ohio
$2.09M -$571K -3,923 -23%
YC
748
Yarbrough Capital
Tennessee
$2.07M
DWM
749
Dakota Wealth Management
Florida
$2.07M +$1.57M +10,757 +492%
AAS
750
Annex Advisory Services
Wisconsin
$2.06M -$66.4K -456 -3%

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.