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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
HP
1326
Highlander Partners
Texas
$290K +$277K +1,900 New
First Manhattan
1327
First Manhattan
New York
$289K -$42.2K -290 -14%
RWPA
1328
Richard W. Paul & Associates
Michigan
$289K -$106K -728 -29%
GIA
1329
Gateway Investment Advisers
Ohio
$289K -$20.2K -139 -7%
WMA
1330
Wealth Management Associates
New Jersey
$289K
SFS
1331
Security Financial Services
Indiana
$287K +$24.3K +167 +10%
Fisher Asset Management
1332
Fisher Asset Management
Washington
$287K -$63.4K -435 -19%
CFB
1333
Cullen/Frost Bankers
Texas
$284K +$259K +1,779 New
CCB
1334
Cutter & Co Brokerage
Missouri
$284K
SNBOSCI
1335
Security National Bank of Sioux City Iowa
Iowa
$283K -$3.2K -22 -1%
IWA
1336
Icon Wealth Advisors
Texas
$283K +$77.2K +530 +43%
CCG
1337
Catalina Capital Group
California
$282K +$257K +1,766 New
LC
1338
LCNB Corp
Ohio
$281K -$24.8K -170 -9%
WPWM
1339
Western Pacific Wealth Management
Illinois
$281K -$44.4K -305 -15%
IBOK
1340
Independence Bank of Kentucky
Kentucky
$281K -$48.1K -330 -16%
TFA
1341
Tranquilli Financial Advisor
New Jersey
$280K +$255K +1,754 New
AWA
1342
Aaron Wealth Advisors
Illinois
$280K +$255K +1,751 New
PWM
1343
Power Wealth Management
Georgia
$279K -$108K -739 -30%
BFPW
1344
BOK Financial Private Wealth
Colorado
$278K -$15.9K -109 -6%
MPW
1345
Monterey Private Wealth
California
$278K +$1.02K +7 +0.4%
SCM
1346
Schnieders Capital Management
California
$275K
LI
1347
LVZ Inc
Michigan
$275K
ISL
1348
Ingalls & Snyder LLC
New York
$274K -$124K -851 -33%
JCIA
1349
Jackson Creek Investment Advisors
Colorado
$274K -$3.35K -23 -1%
HTIM
1350
Harbour Trust & Investment Management
Indiana
$274K

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.