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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
Allspring Global Investments
76
Allspring Global Investments
North Carolina
$152M +$15.2M +104,251 +12%
WF
77
Welch & Forbes
Massachusetts
$145M -$482K -3,311 -0.4%
Bank Julius Baer & Co
78
Bank Julius Baer & Co
Switzerland
$144M -$248K -1,701 -0.2%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$140M -$1.46M -9,997 -1%
Principal Financial Group
80
Principal Financial Group
Iowa
$133M +$15.5M +106,473 +15%
GCM
81
Glenview Capital Management
New York
$128M -$20.5M -140,585 -15%
Brown Advisory
82
Brown Advisory
Maryland
$125M +$252K +1,729 +0.2%
HA
83
Homestead Advisers
Virginia
$123M -$189K -1,300 -0.2%
AQR Capital Management
84
AQR Capital Management
Connecticut
$122M +$27.4M +187,844 +33%
BA
85
Bridgewater Associates
Connecticut
$119M +$14.2M +97,654 +15%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$113M +$16.7M +114,394 +19%
MAM
87
Madison Asset Management
Wisconsin
$110M +$390K +2,676 +0.4%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$110M -$4.29M -29,425 -4%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$110M +$8.58M +58,896 +9%
Artisan Partners
90
Artisan Partners
Wisconsin
$105M -$8.98M -61,627 -9%
SEI Investments
91
SEI Investments
Pennsylvania
$105M -$134K -917 -0.1%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104M -$13.4M -92,028 -12%
CAG
93
Crestwood Advisors Group
Massachusetts
$104M +$2.13M +14,635 +2%
VVP
94
Vulcan Value Partners
Alabama
$103M -$11.9M -81,486 -11%
Aberdeen Group
95
Aberdeen Group
United Kingdom
$103M +$1.37M +9,434 +1%
BHIA
96
Birch Hill Investment Advisors
Massachusetts
$101M -$1.08M -7,419 -1%
Axa
97
Axa
France
$100M -$4.59M -31,492 -5%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$99M -$1.8M -12,371 -2%
NSCM
99
New South Capital Management
Tennessee
$98.9M -$1.98M -13,625 -2%
Korea Investment Corp
100
Korea Investment Corp
South Korea
$96.8M -$7.8M -53,551 -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.