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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
NCM
1026
Neumann Capital Management
California
$726K +$255K +1,750 +63%
RP
1027
Riverwater Partners
Wisconsin
$721K -$322K -2,214 -33%
CCM
1028
Condor Capital Management
New Jersey
$720K
SIA
1029
SkyView Investment Advisors
New Jersey
$718K +$654K +4,491 New
CT
1030
Caldwell Trust
Florida
$716K
EWS
1031
Evergreen Wealth Solutions
Pennsylvania
$712K -$48.9K -336 -7%
PA
1032
Parallel Advisors
California
$712K +$112K +768 +21%
FIA
1033
Foundations Investment Advisors
Arizona
$710K +$36K +247 +6%
SAM
1034
Smartleaf Asset Management
Massachusetts
$706K +$163K +1,119 +34%
GWSG
1035
GPS Wealth Strategies Group
Colorado
$705K +$52.4K +360 +9%
OWA
1036
Opal Wealth Advisors
New York
$702K +$3.64K +25 +0.6%
AFG
1037
Atomi Financial Group
New York
$700K +$83.5K +573 +15%
HIG
1038
Herr Investment Group
Texas
$699K
UAML
1039
US Asset Management LLC
Pennsylvania
$699K -$6.12K -42 -1%
DJSG
1040
D.J. St. Germain
Massachusetts
$696K
KOCAA
1041
Knights of Columbus Asset Advisors
Connecticut
$695K -$192K -1,318 -23%
PM
1042
Penbrook Management
New York
$692K
LFG
1043
Larson Financial Group
Missouri
$689K +$27.1K +186 +5%
9WM
1044
9258 Wealth Management
Ohio
$685K +$18.6K +128 +3%
FNBTCON
1045
First National Bank & Trust Co of Newtown
Pennsylvania
$684K
ET
1046
Entropy Technologies
New York
$682K +$247K +1,698 +66%
EI
1047
Ellevest Inc
New York
$678K +$13.8K +95 +2%
EFL
1048
ERn Financial LLC
Wisconsin
$677K -$3.64K -25 -0.6%
BFO
1049
Boston Family Office
Massachusetts
$675K
H
1050
HoyleCohen
California
$674K

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.