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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
RP
1151
Riverbridge Partners
Minnesota
$492K
LCGC
1152
Legacy Capital Group California
California
$491K -$9.18K -63 -2%
CII
1153
Capital International Inc
California
$491K +$104K +716 +30%
WAG
1154
Wallace Advisory Group
California
$491K -$24.9K -171 -4%
FC
1155
Forte Capital
New York
$487K
WCA
1156
Waypoint Capital Advisors
Minnesota
$481K +$1.75K +12 +0.4%
FM
1157
Foster & Motley
Ohio
$481K -$64.7K -444 -13%
HWAM
1158
Hennion & Walsh Asset Management
New Jersey
$480K +$160K +1,096 +58%
OHWP
1159
Oak Harbor Wealth Partners
North Carolina
$476K -$24.6K -169 -5%
FNFDCM
1160
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$475K -$2.19K -15 -0.5%
AR
1161
Apeiron RIA
Texas
$474K -$21.1K -145 -5%
CIS
1162
Capital International Sarl
California
$474K +$432K +2,965 New
LRWA
1163
Long Run Wealth Advisors
New York
$470K
ZIMP
1164
Zimmermann Investment Management & Planning
Pennsylvania
$470K +$84K +577 +24%
PP
1165
Pegasus Partners
Wisconsin
$467K
PPC
1166
Park Place Capital
Alabama
$467K +$200K +1,374 +89%
IGAM
1167
iA Global Asset Management
Quebec, Canada
$466K -$72.1K -495 -15%
PJSIMP
1168
P.J. Schmidt Investment Management (PJS)
Wisconsin
$462K
WTC
1169
WhitTier Trust Company
Nevada
$461K -$18.4K -126 -4%
SC
1170
Steph & Co
Wisconsin
$461K -$129K -889 -24%
GLA
1171
Great Lakes Advisors
Illinois
$461K -$14K -96 -3%
WA
1172
Wambolt & Associates
Colorado
$460K -$21.3K -146 -5%
FRM
1173
Fox Run Management
Connecticut
$459K +$418K +2,870 New
OWP
1174
Obermeyer Wealth Partners
Colorado
$458K +$20.2K +139 +5%
CFS
1175
CRA Financial Services
New Jersey
$454K

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.