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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
HH
1126
Hilltop Holdings
Texas
$523K -$114K -785 -19%
SYBT
1127
Stock Yards Bank & Trust
Kentucky
$522K +$53.2K +365 +13%
TWM
1128
Thrive Wealth Management
Pennsylvania
$521K -$174K -1,192 -27%
ETIA
1129
Epic Trust Investment Advisors
Washington
$520K +$26.2K +180 +6%
SPI
1130
Santori & Peters Inc
Pennsylvania
$519K -$79.5K -546 -14%
MC
1131
Matisse Capital
Oregon
$519K
WEG
1132
World Equity Group
Illinois
$517K
SW
1133
SkyOak Wealth
Michigan
$515K -$144K -991 -24%
MA
1134
MONECO Advisors
Connecticut
$515K -$6.55K -45 -1%
NGA
1135
Naples Global Advisors
Florida
$513K
MAM
1136
Marotta Asset Management
Virginia
$511K
SIM
1137
Sentry Investment Management
Wisconsin
$511K
CIS
1138
Custom Index Systems
New York
$510K +$465K +3,193 New
NPT
1139
Nixon Peabody Trust
Massachusetts
$509K +$464K +3,185 New
RDWM
1140
Red Door Wealth Management
Tennessee
$508K
TPCW
1141
TD Private Client Wealth
New York
$508K +$33.2K +228 +8%
Empower Advisory Group
1142
Empower Advisory Group
Colorado
$505K -$49.8K -342 -10%
WC
1143
Waterloo Capital
Texas
$501K +$118K +807 +35%
CT
1144
Clearstead Trust
Maine
$499K
WIS
1145
Wright Investors Service
Connecticut
$499K -$13.1K -90 -3%
OL
1146
Optas LLC
Texas
$498K +$6.41K +44 +1%
PCM
1147
Pointe Capital Management
Michigan
$496K -$1.31K -9 -0.3%
TCPW
1148
Twin City Private Wealth
North Carolina
$495K +$451K +3,099 New
FCI
1149
Financial Counselors Inc
Kansas
$494K +$20.2K +139 +5%
GCP
1150
GSA Capital Partners
United Kingdom
$493K +$449K +3,082 New

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.