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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
CWM
1001
Chesapeake Wealth Management
Virginia
$782K -$6.99K -48 -1%
TCM
1002
Tributary Capital Management
Nebraska
$779K +$58.3K +400 +9%
TPWA
1003
TRUE Private Wealth Advisors
Oregon
$777K +$17.3K +119 +3%
CA
1004
Crumly & Associates
Illinois
$772K -$2.04K -14 -0.3%
WIA
1005
Westbourne Investment Advisors
Maryland
$770K -$48.6K -334 -6%
JFGIW
1006
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$770K -$276K -1,898 -28%
PCMC
1007
Paragon Capital Management (Colorado)
Colorado
$767K
SCA
1008
Sandy Cove Advisors
Massachusetts
$766K +$698K +4,796 New
SPC
1009
Sigma Planning Corp
Michigan
$766K +$402K +2,760 +136%
Nomura Holdings
1010
Nomura Holdings
Japan
$766K -$1.06M -7,312 -60%
BBA
1011
Baader Bank Aktiengesellschaft
Germany
$766K
WPC
1012
Wedmont Private Capital
Pennsylvania
$761K +$12.7K +87 +2%
PSP
1013
Principal Street Partners
Tennessee
$760K +$93.5K +642 +16%
SWP
1014
Strategic Wealth Partners
Ohio
$759K -$137K -940 -17%
EIP
1015
Ellis Investment Partners
Pennsylvania
$757K -$14.7K -101 -2%
TCA
1016
Transcend Capital Advisors
New Jersey
$755K +$30K +206 +5%
CIG
1017
Cascade Investment Group
Colorado
$747K +$4.66K +32 +0.7%
CIA
1018
Capital Investment Advisors
Georgia
$745K -$12.8K -88 -2%
1SB
1019
1ST Source Bank
Indiana
$744K
MYIA
1020
Mount Yale Investment Advisors
Colorado
$744K -$50.2K -345 -7%
RGC
1021
Roberts, Glore & Co
Illinois
$738K
AI
1022
Ariel Investments
Illinois
$738K +$43.8K +301 +7%
OIA
1023
Optimum Investment Advisors
Illinois
$738K +$89.6K +615 +15%
MAM
1024
Mystic Asset Management
Rhode Island
$728K +$7.28K +50 +1%
LWAM
1025
Legacy Wealth Asset Management
Minnesota
$728K +$583 +4 +0.1%

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.