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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
ST
826
Smithfield Trust
Pennsylvania
$1.55M -$49.2K -338 -3%
SWMG
827
Signature Wealth Management Group
Georgia
$1.52M +$81.7K +561 +6%
MAS
828
Meeder Advisory Services
Ohio
$1.52M +$41.7K +286 +3%
CA
829
Clearstead Advisors
Ohio
$1.52M -$38.6K -265 -3%
ST
830
Sabal Trust
Florida
$1.52M -$2.04K -14 -0.1%
CA
831
Callahan Advisors
Texas
$1.52M
EWM
832
Empirical Wealth Management
Washington
$1.51M +$44.4K +305 +3%
AAS
833
Avantax Advisory Services
Texas
$1.51M -$124K -851 -8%
S
834
SimplyRich
California
$1.51M
HI
835
Horizon Investments
North Carolina
$1.5M +$65.5K +450 +5%
FIB
836
First Interstate Bank
Montana
$1.5M -$20.1K -138 -1%
LWM
837
Lionsbridge Wealth Management
Florida
$1.49M -$26.7K -183 -2%
SA
838
SpiderRock Advisors
Delaware
$1.48M +$1.42M +9,725 New
PA
839
Profund Advisors
Maryland
$1.48M +$170K +1,164 +14%
MNBTD
840
Moody National Bank Trust Division
Texas
$1.47M +$5.39K +37 +0.4%
DWM
841
Darwin Wealth Management
Florida
$1.46M -$172K -1,183 -11%
KIA
842
Knollwood Investment Advisory
Maryland
$1.45M
Boston Partners
843
Boston Partners
Massachusetts
$1.45M -$107K -732 -7%
QI
844
Qtron Investments
Massachusetts
$1.44M +$48.2K +331 +4%
SAM
845
Secure Asset Management
Michigan
$1.42M -$13K -89 -1%
FAIM
846
Financial Advocates Investment Management
Washington
$1.42M -$157K -1,075 -11%
ACM
847
Arcataur Capital Management
Wisconsin
$1.42M -$8.01K -55 -0.6%
WT
848
Washington Trust
Rhode Island
$1.41M -$7.28K -50 -0.6%
FWCM
849
Ferguson Wellman Capital Management
Oregon
$1.41M
KFI
850
Key Financial Inc
Pennsylvania
$1.41M

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.