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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
901
Spinnaker Trust
Maine
$1.18M -$28.4K -195 -3%
SW
902
SMART Wealth
Nebraska
$1.17M -$99.5K -683 -9%
OIS
903
Okabena Investment Services
Minnesota
$1.16M -$820K -5,633 -44%
BP
904
Ballentine Partners
Massachusetts
$1.14M +$82.6K +567 +9%
LT
905
Legacy Trust
Michigan
$1.14M +$2.33K +16 +0.2%
APC
906
Aspire Private Capital
North Carolina
$1.14M -$63.9K -439 -6%
UWS
907
Unique Wealth Strategies
Illinois
$1.14M +$123K +844 +13%
NB
908
NBT Bank
New York
$1.13M -$13.1K -90 -1%
RFN
909
RDA Financial Network
Iowa
$1.13M +$23.6K +162 +2%
MAM
910
Martingale Asset Management
Massachusetts
$1.12M +$1.03M +7,038 New
BCM
911
Brown Capital Management
Maryland
$1.12M
HSA
912
HBK Sorce Advisory
Pennsylvania
$1.12M +$38.9K +267 +4%
RAG
913
RIA Advisory Group
Iowa
$1.12M +$1.02M +6,980 New
AIC
914
Aurora Investment Counsel
Georgia
$1.11M -$182K -1,252 -15%
BFM
915
Boothbay Fund Management
New York
$1.1M -$4.84M -33,202 -83%
CPA
916
Court Place Advisors
Maryland
$1.09M -$159K -1,090 -14%
APWM
917
Argonautica Private Wealth Management
Massachusetts
$1.09M +$393K +2,700 +65%
Connor, Clark & Lunn Investment Management (CC&L)
918
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.09M +$992K +6,812 New
V
919
VeraBank
Texas
$1.09M -$14.6K -100 -1%
BIM
920
Bridges Investment Management
Nebraska
$1.08M -$777K -5,333 -44%
RCM
921
Ridgepath Capital Management
Tennessee
$1.08M +$983K +6,748 New
WB
922
WesBanco Bank
West Virginia
$1.07M +$977K +6,708 New
CL
923
CSS LLC
Illinois
$1.07M +$976K +6,700 New
NB
924
Nicolet Bankshares
Wisconsin
$1.05M -$25.3K -174 -3%
IIA
925
Integral Investment Advisors
California
$1.04M +$106K +726 +13%

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.