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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
FA
1201
FDx Advisors
Illinois
$408K +$17.8K +122 +5%
TWM
1202
Trueblood Wealth Management
Ohio
$407K +$66.7K +458 +22%
CIC
1203
Carnegie Investment Counsel
Ohio
$407K -$9.76K -67 -3%
CFO
1204
CVA Family Office
Colorado
$406K +$437 +3 +0.1%
ILI
1205
Invesco LLC (Illinois)
Illinois
$405K -$95.7K -657 -21%
PWPS
1206
Pinnacle Wealth Planning Services
Ohio
$402K -$146 -1 -0%
EDRH
1207
Edmond de Rothschild Holding
Switzerland
$400K
RCA
1208
Resonant Capital Advisors
Wisconsin
$399K +$19.5K +134 +6%
IIM
1209
Ipswich Investment Management
Massachusetts
$399K
WA
1210
WBH Advisory
Maryland
$398K +$1.02K +7 +0.3%
RCM
1211
Raleigh Capital Management
North Carolina
$395K -$27.1K -186 -7%
NF
1212
Norwood Financial
Pennsylvania
$392K -$24.8K -170 -6%
CWM
1213
Connecticut Wealth Management
Connecticut
$391K -$1.46K -10 -0.4%
OWA
1214
One Wealth Advisors
California
$391K +$26.8K +184 +8%
JCM
1215
Janney Capital Management
Pennsylvania
$390K
CFP
1216
Catalyst Financial Partners
Massachusetts
$388K -$1.89K -13 -0.5%
CAG
1217
Csenge Advisory Group
Florida
$388K -$15.7K -108 -4%
SWA
1218
Sax Wealth Advisors
New Jersey
$387K +$18.2K +125 +5%
MS
1219
Maven Securities
Jersey
$387K +$353K +2,421 New
AP
1220
Adero Partners
California
$387K -$6.41K -44 -2%
ONB
1221
Old National Bancorp
Indiana
$386K -$289K -1,982 -45%
PWS
1222
Peterson Wealth Services
Utah
$385K -$874 -6 -0.2%
FWIA
1223
Fort Washington Investment Advisors
Ohio
$384K +$44K +302 +14%
MHC
1224
Meyer Handelman Company
New York
$384K -$33.2K -228 -9%
CG
1225
Corundum Group
Colorado
$384K

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.