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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
CPBTD
801
Central Pacific Bank - Trust Division
Hawaii
$1.73M +$1.59M +10,884 New
OLVIG
802
Oliver Lagore Vanvalin Investment Group
Michigan
$1.69M +$178K +1,223 +13%
WGCA
803
Wolf Group Capital Advisors
Virginia
$1.69M
JFG
804
Jefferies Financial Group
New York
$1.68M -$2.23M -15,314 -59%
IFS
805
Ifrah Financial Services
Arkansas
$1.67M -$30.6K -210 -2%
A
806
Allianz
Germany
$1.67M +$1.52M +10,466 New
DEA
807
DoubleLine ETF Adviser
Florida
$1.67M +$57.5K +395 +4%
CHC
808
City Holding Co
West Virginia
$1.66M +$60.4K +415 +4%
JCM
809
Jacobi Capital Management
Pennsylvania
$1.66M +$1.6K +11 +0.1%
EFG
810
Embree Financial Group
Illinois
$1.64M -$524K -3,600 -26%
PCM
811
Palouse Capital Management
Washington
$1.64M -$91K -625 -6%
IIA
812
ICW Investment Advisors
Arizona
$1.63M +$53.5K +367 +4%
DWM
813
Dorchester Wealth Management
Quebec, Canada
$1.6M -$16.7K -115 -1%
TAMH
814
Taikang Asset Management (HK)
Hong Kong
$1.6M +$1.46M +10,000 New
SW
815
SVB Wealth
Massachusetts
$1.6M +$23.4K +161 +2%
PK
816
Pflug Koory
Nebraska
$1.59M
RIM
817
Redwood Investment Management
Arizona
$1.59M -$203K -1,393 -12%
MFG
818
Merit Financial Group
Georgia
$1.59M +$396K +2,716 +34%
JIC
819
Johnson Investment Counsel
Ohio
$1.59M -$50.7K -348 -3%
GRP
820
Global Retirement Partners
California
$1.59M +$100K +689 +7%
HI
821
Harbour Investments
Wisconsin
$1.58M +$247K +1,694 +21%
P
822
Pitcairn
Pennsylvania
$1.57M +$61.9K +425 +5%
MCM
823
Manchester Capital Management
Vermont
$1.56M +$10.6K +73 +0.8%
GI
824
GAMMA Investing
California
$1.56M +$190K +1,308 +15%
MBT
825
Montecito Bank & Trust
California
$1.56M -$93.4K -641 -6%

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.