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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
GWP
1276
Gen-Wealth Partners
Michigan
$336K +$306K +2,100 New
EM
1277
Excalibur Management
Massachusetts
$335K
SIA
1278
Soltis Investment Advisors
Utah
$334K -$33.6K -231 -10%
LAM
1279
L2 Asset Management
Massachusetts
$334K +$17.8K +122 +6%
BCV
1280
Banque Cantonale Vaudoise
Switzerland
$333K -$785K -5,390 -72%
CA
1281
Claro Advisors
Massachusetts
$332K +$13.4K +92 +5%
CCG
1282
Cypress Capital Group
Florida
$331K +$7.72K +53 +3%
PFS
1283
Physicians Financial Services
North Carolina
$330K
FCG
1284
Fielder Capital Group
Tennessee
$330K +$2.77K +19 +0.9%
FFA
1285
Farther Finance Advisors
California
$329K +$122K +836 +67%
CNBT
1286
Canandaigua National Bank & Trust
New York
$324K -$15.3K -105 -5%
T. Rowe Price Investment Management
1287
T. Rowe Price Investment Management
Maryland
$323K +$143K +979 +94%
WWM
1288
Western Wealth Management
Colorado
$322K +$3.06K +21 +1%
CFGS
1289
Concourse Financial Group Securities
Alabama
$322K +$76.3K +524 +35%
KFS
1290
Kaizen Financial Strategies
California
$322K -$16.7K -115 -5%
AT
1291
Arden Trust
Delaware
$322K -$5.83K -40 -2%
HHRDM
1292
H&H Retirement Design & Management
Nevada
$321K +$314K +2,156 New
BMMM
1293
Boston Mountain Money Management
Arkansas
$321K +$292K +2,006 New
BCFD
1294
Boit C.F. David
$320K +$43.7K +300 +16%
BFO
1295
Biltmore Family Office
North Carolina
$320K
CM
1296
Castleark Management
Illinois
$320K
BWM
1297
Baron Wealth Management
Michigan
$319K -$17K -117 -6%
WA
1298
Waverly Advisors
Alabama
$318K +$290K +1,992 New
DWA
1299
Delap Wealth Advisory
Oregon
$318K +$290K +1,990 New
JCM
1300
Jacobsen Capital Management
Utah
$317K -$18.6K -128 -6%

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.