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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
LCM
976
LVM Capital Management
Michigan
$867K
LFAS
977
Level Four Advisory Services
Texas
$865K
CF
978
Copperwynd Financial
Arizona
$863K -$18.8K -129 -2%
MWM
979
Modera Wealth Management
New Jersey
$863K -$18.5K -127 -2%
GI
980
GAMCO Investors
Connecticut
$863K -$58.3K -400 -7%
CCA
981
Catalyst Capital Advisors
New York
$860K +$784K +5,380 New
SC
982
Syon Capital
California
$859K -$750K -5,152 -49%
SW
983
SlateStone Wealth
Florida
$855K +$779K +5,351 New
FAT
984
First American Trust
California
$848K +$11.2K +77 +1%
DFG
985
Delta Financial Group
New Jersey
$846K
SWM
986
Shelton Wealth Management
Texas
$836K +$140K +963 +23%
CP
987
Cumberland Partners
Ontario, Canada
$831K +$757K +5,200 New
MA
988
Mutual Advisors
Nebraska
$829K +$12.8K +88 +2%
ECM
989
Evergreen Capital Management
Washington
$829K +$6.7K +46 +0.9%
WT
990
Whittier Trust
California
$827K -$21.6K -148 -3%
FFM
991
Forum Financial Management
Illinois
$824K -$43.3K -297 -5%
FIM
992
Freedom Investment Management
Connecticut
$821K +$68.6K +471 +10%
CIA
993
Cape Investment Advisory
Georgia
$814K -$330K -2,266 -31%
JMFC
994
J.M. Forbes & Co
Massachusetts
$814K
CG
995
CFO4Life Group
Texas
$811K -$51.3K -352 -6%
IP
996
Intellectus Partners
California
$791K -$3.79K -26 -0.5%
GAG
997
GM Advisory Group
New York
$790K
PWP
998
Principle Wealth Partners
Connecticut
$790K -$2.91K -20 -0.4%
JF
999
Jump Financial
Illinois
$788K -$434K -2,977 -38%
SSWM
1000
Sheets Smith Wealth Management
North Carolina
$785K +$311K +2,136 +77%

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.