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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
WFI
1301
West Family Investments
California
$317K
SIG
1302
Sargent Investment Group
Maryland
$316K +$3.64K +25 +1%
EP
1303
Edgestream Partners
New Jersey
$315K -$349K -2,394 -55%
SF
1304
Summit Financial
New Jersey
$315K -$6.41K -44 -2%
AMM
1305
American Money Management
California
$314K
OPA
1306
Old Port Advisors
Maine
$312K -$3.06K -21 -1%
JWCA
1307
J.W. Cole Advisors
Florida
$311K +$50.7K +348 +22%
SIA
1308
Spectrum Investment Advisors
Wisconsin
$311K
AC
1309
Allstate Corporation
Illinois
$307K -$15K -103 -5%
SWM
1310
Sugarloaf Wealth Management
Georgia
$307K +$20.1K +138 +8%
PCTC
1311
Perkins Coie Trust Company
Washington
$304K
KFSC
1312
Keystone Financial Services (Colorado)
Colorado
$303K -$6.12K -42 -2%
CAMG
1313
CWA Asset Management Group
Florida
$303K +$276K +1,896 New
GA
1314
Goldstein Advisors
Wisconsin
$301K -$146 -1 -0.1%
CFG
1315
CKW Financial Group
Hawaii
$301K
PCMH
1316
Polymer Capital Management (HK)
Hong Kong
$300K +$273K +1,874 New
T
1317
TOBAM
France
$298K
MW
1318
Marcum Wealth
Ohio
$297K -$583 -4 -0.2%
PVM
1319
Palogic Value Management
Texas
$297K +$2.33K +16 +0.9%
BWG
1320
Berry Wealth Group
Texas
$292K -$120K -822 -31%
LPAM
1321
Lodestar Private Asset Management
California
$292K
RSA
1322
River Street Advisors
Illinois
$292K +$267K +1,830 New
DP
1323
Dearborn Partners
Illinois
$292K -$105K -721 -28%
NPF
1324
Norris Perne & French
Michigan
$291K
ECG
1325
Edge Capital Group
Georgia
$290K

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.