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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
CNBTD
1051
Citizens National Bank Trust Department
Mississippi
$671K -$14.6K -100 -2%
BOS
1052
Bank of Stockton
California
$671K -$183K -1,255 -23%
SCA
1053
Stonebridge Capital Advisors
Minnesota
$669K +$84.5K +580 +16%
BIG
1054
Brooklyn Investment Group
New York
$667K -$16.7K -115 -3%
FHC
1055
First Heartland Consultants
Missouri
$666K +$11.4K +78 +2%
CGL
1056
Clarius Group LLC
Washington
$662K -$117K -800 -16%
Kayne Anderson Rudnick Investment Management
1057
Kayne Anderson Rudnick Investment Management
California
$660K +$501K +3,437 +495%
VFA
1058
Valeo Financial Advisors
Indiana
$658K +$5.53K +38 +0.9%
CI
1059
Conning Inc
Connecticut
$655K -$17.5K -120 -3%
KFP
1060
KMG Fiduciary Partners
Ohio
$652K
LI
1061
Lafayette Investments
Maryland
$651K
KWM
1062
KFG Wealth Management
Indiana
$651K -$16.6K -114 -3%
OWA
1063
Outlook Wealth Advisors
Texas
$650K -$54.8K -376 -8%
TC
1064
Truvestments Capital
Florida
$650K +$250K +1,717 +73%
CWS
1065
Confluence Wealth Services
Pennsylvania
$647K -$21.1K -145 -3%
QWP
1066
Quotient Wealth Partners
Texas
$647K +$51.8K +356 +10%
ACM
1067
Accent Capital Management
Ohio
$645K +$28.8K +198 +5%
NB
1068
Northwest Bancshares
Pennsylvania
$645K +$218K +1,495 +59%
LWMM
1069
Legacy Wealth Management (Mississippi)
Mississippi
$645K
RC
1070
RBF Capital
California
$639K
VCP
1071
Vista Capital Partners
Oregon
$639K
LOAMU
1072
Lombard Odier Asset Management (USA)
New York
$639K +$583K +4,000 New
WSFS
1073
Wilmington Savings Fund Society
Delaware
$639K +$583K +4,000 New
WA
1074
Wealth Alliance
New York
$637K -$141K -965 -19%
RPCONE
1075
Retirement Planning Company of New England
Rhode Island
$634K -$15.3K -105 -3%

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.