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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
CCA
1076
Checchi Capital Advisers
California
$633K -$6.12K -42 -1%
ACM
1077
Advisors Capital Management
New Jersey
$632K +$172K +1,182 +43%
PFBT
1078
Parkside Financial Bank & Trust
Missouri
$631K +$41.7K +286 +8%
VIM
1079
Vista Investment Management
Pennsylvania
$629K -$58.8K -404 -9%
GM
1080
GeoWealth Management
Illinois
$627K +$297K +2,036 +108%
MFS
1081
Madrona Financial Services
Washington
$625K +$7.72K +53 +1%
SIA
1082
Strategic Investment Advisors
Michigan
$623K -$234K -1,610 -29%
ACM
1083
Allred Capital Management
Texas
$620K +$216K +1,480 +62%
AMBIA
1084
Allen Mooney & Barnes Investment Advisors
Georgia
$620K
CC
1085
Copperleaf Capital
North Carolina
$619K +$17.9K +123 +3%
HAG
1086
HF Advisory Group
Maryland
$615K +$8.3K +57 +2%
QWM
1087
Quadcap Wealth Management
Texas
$611K +$19.5K +134 +4%
AFT
1088
Alpha Family Trust
California
$608K
SAM
1089
Sompo Asset Management
Japan
$607K -$529K -3,630 -49%
LP
1090
LMR Partners
United Kingdom
$607K +$553K +3,799 New
FCP
1091
Fidelis Capital Partners
Florida
$606K +$72.2K +496 +15%
CIA
1092
Citadel Investment Advisory
Ohio
$598K
ARC
1093
Advisor Resource Council
Texas
$593K -$1.42M -9,763 -69%
CA
1094
Cullinan Associates
Kentucky
$591K -$5.42M -37,183 -91%
BAAM
1095
Baker Avenue Asset Management
California
$591K -$425K -2,917 -44%
MYLI
1096
Meiji Yasuda Life Insurance
Japan
$591K -$93.2K -640 -15%
IAA
1097
Ironsides Asset Advisors
North Carolina
$591K +$56.1K +385 +12%
BFM
1098
Boston Financial Management
Massachusetts
$588K +$53K +364 +11%
SFFS
1099
Stonehage Fleming Financial Services
Jersey
$585K +$6.12K +42 +0.8%
TIA
1100
Tiemann Investment Advisors
California
$584K +$23.3K +160 +5%

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.