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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
SC
751
Scotia Capital
Ontario, Canada
$2.05M +$724K +4,969 +63%
CFCI
752
Comprehensive Financial Consultants Institutional
Indiana
$2.05M +$94.2K +647 +5%
STA
753
Summit Trail Advisors
New York
$2.04M +$427K +2,930 +30%
HS
754
HighVista Strategies
Massachusetts
$2.02M -$335K -2,300 -15%
BRWA
755
B. Riley Wealth Advisors
Florida
$2.02M +$74.7K +513 +3%
AWC
756
Abundance Wealth Counselors
Pennsylvania
$1.99M +$35K +240 +2%
MSFS
757
Main Street Financial Solutions
Pennsylvania
$1.99M -$41.8K -287 -2%
GI
758
GLOBALT Investments
Georgia
$1.99M +$156K +1,070 +9%
AA
759
ALPS Advisors
Colorado
$1.98M +$654K +4,492 +57%
BL
760
Balentine LLC
Georgia
$1.97M -$34.1K -234 -2%
VA
761
Vident Advisory
Georgia
$1.97M -$17M -116,458 -90%
AIMCA
762
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.97M
AIIMS
763
Analyst IMS Investment Management Services
Israel
$1.96M +$196K +1,349 +12%
JHCP
764
Jackson Hole Capital Partners
Oklahoma
$1.96M +$142K +976 +9%
PCA
765
Private Capital Advisors
Connecticut
$1.96M
CFG
766
Citizens Financial Group
Rhode Island
$1.95M +$28.4K +195 +2%
CCM
767
Coldstream Capital Management
Washington
$1.94M -$45K -309 -2%
BF
768
BOK Financial
Oklahoma
$1.94M -$388K -2,664 -18%
KA
769
Kovack Advisors
Florida
$1.93M +$58.5K +402 +3%
CIC
770
Chilton Investment Company
Connecticut
$1.93M -$70.9K -487 -4%
GT
771
Greenleaf Trust
Michigan
$1.93M -$5.39K -37 -0.3%
WANY
772
Wealthspire Advisors (New York)
New York
$1.93M -$32.6K -224 -2%
EWA
773
EP Wealth Advisors
California
$1.92M +$122K +835 +7%
BFEC
774
Benjamin F. Edwards & Company
Missouri
$1.92M -$37.4K -257 -2%
BOC
775
Barbara Oil Co
Illinois
$1.92M

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.