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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
CI Investments Inc
1251
CI Investments Inc
Ontario, Canada
$359K +$75.6K +519 +30%
CFG
1252
Cooper Financial Group
California
$358K +$9.76K +67 +3%
HT
1253
Headlands Technologies
Illinois
$358K +$234K +1,608 +254%
PCP
1254
Proficio Capital Partners
Massachusetts
$357K +$25.5K +175 +8%
FWM
1255
Fairhaven Wealth Management
Illinois
$355K -$1.02K -7 -0.3%
GIM
1256
Greenwich Investment Management
Connecticut
$355K
MAG
1257
M3 Advisory Group
Massachusetts
$352K +$42.5K +292 +15%
RVPG
1258
Relative Value Partners Group
$351K
LFA
1259
Legacy Financial Advisors
Kentucky
$351K +$10.5K +72 +3%
DWM
1260
Dechtman Wealth Management
Colorado
$350K
CWG
1261
Cornerstone Wealth Group
North Carolina
$349K +$318K +2,182 New
CWM
1262
Congress Wealth Management
Massachusetts
$346K -$90.3K -620 -22%
CA
1263
Commerzbank Aktiengesellschaft
Germany
$344K +$313K +2,148 New
PAM
1264
Paradigm Asset Management
New York
$344K -$109K -750 -26%
OFG
1265
Oxford Financial Group
Indiana
$342K -$468K -3,210 -60%
EFS
1266
Essex Financial Services
Connecticut
$341K +$31.2K +214 +11%
GSC
1267
Grey Street Capital
Illinois
$341K +$311K +2,132 New
CA
1268
CoreCap Advisors
Michigan
$340K +$32.8K +225 +12%
ACP
1269
Aveo Capital Partners
Colorado
$339K -$8.3K -57 -2%
KMWM
1270
Keudell/Morrison Wealth Management
Oregon
$338K +$291 +2 +0.1%
SB
1271
Strategic Blueprint
Georgia
$337K +$29K +199 +10%
CL
1272
COWA LLC
Oklahoma
$337K -$157K -1,076 -34%
WIC
1273
Woodmont Investment Counsel
Tennessee
$336K +$306K +2,104 New
CCWM
1274
Cassaday & Co Wealth Management
Virginia
$336K +$306K +2,101 New
UCI
1275
Uncommon Cents Investing
Wisconsin
$336K

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.