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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
LAIC
851
Lederer & Associates Investment Counsel
California
$1.4M -$17K -117 -1%
EW
852
Evoke Wealth
California
$1.4M +$1.27M +8,745 New
GCC
853
Guardian Capital (Canada)
Ontario, Canada
$1.4M -$10.9K -75 -0.9%
FCH
854
Freestone Capital Holdings
Washington
$1.4M
SCTC
855
Sanibel Captiva Trust Company
Florida
$1.39M +$14.6K +100 +1%
PCH
856
PGIM Custom Harvest
New Jersey
$1.39M +$1.46K +10 +0.1%
LGA
857
Lebenthal Global Advisors
New York
$1.39M +$2.91K +20 +0.2%
BBHC
858
Brown Brothers Harriman & Co
New York
$1.37M -$75.2K -516 -6%
ACS
859
Archford Capital Strategies
Illinois
$1.37M -$10.9K -75 -0.9%
DIA
860
Dean Investment Associates
Ohio
$1.37M -$128K -882 -9%
DAS
861
Dynamic Advisor Solutions
Arizona
$1.36M +$60.1K +413 +5%
WF
862
Wayfinding Financial
Washington
$1.35M +$7.72K +53 +0.6%
CW
863
CreativeOne Wealth
Kansas
$1.35M +$344K +2,360 +39%
GIP
864
Granite Investment Partners
California
$1.35M
AA
865
Addison Advisors
Vermont
$1.34M
TFS
866
Thoroughbred Financial Services
Tennessee
$1.34M -$819K -5,623 -40%
IAA
867
Independent Advisor Alliance
North Carolina
$1.33M +$40.6K +279 +3%
RIA
868
Regal Investment Advisors
Michigan
$1.33M +$14.1K +97 +1%
BBWP
869
Beacon Bridge Wealth Partners
Pennsylvania
$1.3M
AAP
870
Arax Advisory Partners
Colorado
$1.3M -$30K -206 -2%
MGIA
871
Moneta Group Investment Advisors
Missouri
$1.29M +$189K +1,299 +19%
WJWM
872
Williams Jones Wealth Management
New York
$1.29M
ACA
873
Anchor Capital Advisors
Massachusetts
$1.29M -$2.77K -19 -0.2%
AGWCA
874
Annis Gardner Whiting Capital Advisors
Florida
$1.29M -$41.5K -285 -3%
MCM
875
Mitchell Capital Management
Kansas
$1.28M -$75.7K -520 -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.