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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
LA
951
Legacy Advisors
Pennsylvania
$970K -$38.2K -262 -4%
QCG
952
Quadrant Capital Group
Ohio
$965K -$13.7K -94 -2%
BTW
953
Boston Trust Walden
Massachusetts
$962K
SP
954
Stonebrook Private
Michigan
$961K +$51.6K +354 +6%
FI
955
Financial Insights
Washington
$959K -$50K -343 -5%
PSC
956
Prentiss Smith & Co
Vermont
$957K
IAN
957
Integrated Advisors Network
Texas
$955K +$6.99K +48 +0.8%
KWM
958
Kingsview Wealth Management
Oregon
$938K +$8.88K +61 +1%
KIG
959
Kowal Investment Group
Wisconsin
$935K -$21.4K -147 -2%
AWM
960
AE Wealth Management
Kansas
$933K -$6.91M -47,417 -89%
LC
961
Lindbrook Capital
California
$933K -$10K -69 -1%
UCB
962
United Community Bank
South Carolina
$932K +$77.8K +534 +10%
SMC
963
Smith, Moore & Co
Missouri
$931K +$43.7K +300 +5%
Verition Fund Management
964
Verition Fund Management
Connecticut
$929K -$293K -2,011 -26%
BCAM
965
Boston Common Asset Management
Massachusetts
$928K
OC
966
Oppenheimer & Co
New York
$927K +$30.7K +211 +4%
SFP
967
Shepherd Financial Partners
Massachusetts
$898K +$1.75K +12 +0.2%
VA
968
Verdad Advisers
Massachusetts
$897K +$817K +5,612 New
FCBT
969
First Citizens Bank & Trust
North Carolina
$895K +$816K +5,600 New
BFG
970
Beacon Financial Group
Texas
$892K -$5.53K -38 -0.7%
PCM
971
Parsons Capital Management
Rhode Island
$891K -$3.79K -26 -0.5%
MWM
972
Meridian Wealth Management
Kentucky
$886K -$1.89K -13 -0.2%
WCM
973
Wunderlich Capital Managemnt
Tennessee
$879K -$34.8K -239 -4%
NAS
974
Nicolet Advisory Services
Wisconsin
$871K +$7.43K +51 +0.9%
PFGIA
975
Patriot Financial Group Insurance Agency
Massachusetts
$871K +$58.7K +403 +8%

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.