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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
LIM
1226
Leavell Investment Management
Alabama
$383K -$7.28K -50 -2%
AWM
1227
Avitas Wealth Management
California
$382K -$3.64K -25 -1%
AWM
1228
Angeles Wealth Management
California
$381K +$63.5K +436 +22%
MSFP
1229
Mark Sheptoff Financial Planning
Connecticut
$380K
SMA
1230
Sage Mountain Advisors
Georgia
$380K +$35.5K +244 +11%
EFG
1231
Everhart Financial Group
Ohio
$379K +$58.4K +401 +20%
PWM
1232
Perigon Wealth Management
California
$379K +$68.3K +469 +25%
CCA
1233
Childress Capital Advisors
Texas
$376K -$11.5K -79 -3%
HS
1234
Horan Securities
United States
$373K +$2.33K +16 +0.7%
CPIA
1235
Cornell Pochily Investment Advisors
New York
$372K -$50.8K -349 -13%
PPWP
1236
Premier Path Wealth Partners
New Jersey
$372K +$5.53K +38 +2%
DWM
1237
Dogwood Wealth Management
Kansas
$370K +$11.7K +80 +4%
FI
1238
Fosun International
China
$370K
CWA
1239
CM Wealth Advisors
Ohio
$369K
AF
1240
Arrow Financial
New York
$368K -$3.64K -25 -1%
CFP
1241
Cascade Financial Partners
California
$367K +$354K +2,428 New
WCF
1242
West Coast Financial
California
$366K
SG
1243
Sienna Gestion
France
$366K +$334K +2,290 New
RPWA
1244
Regent Peak Wealth Advisors
Georgia
$365K -$1.31K -9 -0.4%
HFM
1245
Harvest Fund Management
China
$365K
CFFP
1246
Center for Financial Planning
Michigan
$364K +$6.99K +48 +2%
RWB
1247
RMR Wealth Builders
New Jersey
$363K +$331K +2,274 New
ACM
1248
Andina Capital Management
Utah
$363K +$331K +2,272 New
EFSCE
1249
Enterprise Financial Services Corp (EFSC)
Missouri
$361K -$74.3K -510 -18%
IWM
1250
IHT Wealth Management
Illinois
$359K +$16.3K +112 +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.