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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
KPWS
876
Kestra Private Wealth Services
Texas
$1.27M +$123K +844 +12%
GC
877
Grimes & Company
Massachusetts
$1.26M -$87.5K -601 -7%
Koshinski Asset Management
878
Koshinski Asset Management
Illinois
$1.26M -$348K -2,388 -23%
HAG
879
HighPoint Advisor Group
Illinois
$1.24M +$4.81K +33 +0.4%
GAM
880
Groupama Asset Management
France
$1.23M -$730K -5,009 -57%
IDA
881
Intelligence Driven Advisers
California
$1.23M -$146K -1,000 -12%
UW
882
Unique Wealth
Florida
$1.22M +$285K +1,960 +34%
FNT
883
First Nebraska Trust
Nebraska
$1.22M
EF
884
Empowered Funds
Pennsylvania
$1.22M +$175K +1,199 +19%
SWP
885
Stratos Wealth Partners
Ohio
$1.22M -$107K -737 -9%
SL
886
Stevard LLC
Illinois
$1.21M
PBO
887
Peoples Bank (Ohio)
Ohio
$1.21M -$11.7K -80 -1%
TNA
888
True North Advisors
Texas
$1.21M +$728 +5 +0.1%
MMA
889
Miracle Mile Advisors
California
$1.21M +$38.3K +263 +4%
CT
890
Chicago Trust
Illinois
$1.21M +$5.53K +38 +0.5%
LFA
891
Legend Financial Advisors
Pennsylvania
$1.2M
RCM
892
Radnor Capital Management
Pennsylvania
$1.2M
FFN
893
Focus Financial Network
Minnesota
$1.2M +$42.2K +290 +4%
EH
894
Equitable Holdings
New York
$1.2M +$186K +1,276 +20%
MPM
895
Meritage Portfolio Management
Kansas
$1.2M
IA
896
IFP Advisors
Florida
$1.19M +$77.3K +531 +8%
JWM
897
JGP Wealth Management
Oregon
$1.19M +$588K +4,039 +118%
APG
898
Abacus Planning Group
South Carolina
$1.18M
TAM
899
Trust Asset Management
Texas
$1.18M
GC
900
Gould Capital
Washington
$1.18M -$128K -879 -11%

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.