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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
IAS
1176
Insigneo Advisory Services
Florida
$454K +$414K +2,843 New
RWP
1177
RWA Wealth Partners
Massachusetts
$453K +$34.5K +237 +9%
HCM
1178
Hengehold Capital Management
Ohio
$452K +$65.5K +450 +19%
BWP
1179
BSW Wealth Partners
Colorado
$451K +$11.1K +76 +3%
PP
1180
PDS Planning
Ohio
$450K +$20K +137 +5%
GIP
1181
Greatmark Investment Partners
Georgia
$445K
GSIAS
1182
Garden State Investment Advisory Services
New Jersey
$441K +$13.8K +95 +4%
CT
1183
Colonial Trust
South Carolina
$438K -$5.83K -40 -1%
PI
1184
PFG Investments
New York
$437K +$60.3K +414 +18%
YDMI
1185
Y.D. More Investments
Israel
$436K -$2.48K -17 -0.6%
MFWP
1186
Mosaic Family Wealth Partners
Missouri
$434K +$395K +2,715 New
MFIM
1187
Mesirow Financial Investment Management
Illinois
$433K +$394K +2,708 New
PWMAG
1188
Pinnacle Wealth Management Advisory Group
New Jersey
$425K +$8.59K +59 +2%
FNBOMD
1189
First National Bank of Mount Dora
Florida
$424K -$83.6K -574 -18%
SCM
1190
Sandler Capital Management
New York
$424K
SIC
1191
Salem Investment Counselors
North Carolina
$422K -$9.32K -64 -2%
KWA
1192
Kingswood Wealth Advisors
California
$419K -$7.14K -49 -2%
PTC
1193
Private Trust Company
Ohio
$417K +$6.41K +44 +2%
BAM
1194
Belpointe Asset Management
Nevada
$417K +$146 +1 +0%
TPI
1195
Trust Point Inc
Wisconsin
$416K -$3.35K -23 -0.9%
EAM
1196
Empirical Asset Management
Massachusetts
$413K +$377K +2,587 New
VVP
1197
Venture Visionary Partners
Ohio
$410K +$12.1K +83 +3%
1CP
1198
17 Capital Partners
Arizona
$409K +$373K +2,562 New
BJL
1199
Brighton Jones LLC
Washington
$409K +$17.6K +121 +5%
SCP
1200
Sivia Capital Partners
California
$408K -$1.75K -12 -0.5%

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.