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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
IWA
1351
IVC Wealth Advisors
Pennsylvania
$273K +$1.46K +10 +0.6%
NHC
1352
Nicholas Hoffman & Company
Georgia
$272K
Legacy Financial Group (Iowa)
1353
Legacy Financial Group (Iowa)
Iowa
$272K +$248K +1,701 New
USB
1354
Union Savings Bank
Connecticut
$272K
PWG
1355
Portside Wealth Group
Utah
$268K +$583 +4 +0.2%
TCOT
1356
Trust Company of Toledo
Ohio
$268K -$97.6K -670 -29%
BWG
1357
Boomfish Wealth Group
Georgia
$268K
RIA
1358
Richwood Investment Advisors
Ohio
$268K
RT
1359
Rockland Trust
Massachusetts
$267K
ALC
1360
Alexander Labrunerie & Co
Missouri
$267K +$243K +1,668 New
SI
1361
Seeds Investor
New York
$265K +$241K +1,658 New
LA
1362
Latitude Advisors
Florida
$262K +$16.6K +114 +7%
FBC
1363
Fairfield, Bush & Co
Connecticut
$262K -$120K -825 -33%
SIG
1364
Stonegate Investment Group
Alabama
$262K +$8.74K +60 +4%
PWP
1365
Phillips Wealth Planners
Mississippi
$262K +$36.3K +249 +16%
IGWM
1366
ICA Group Wealth Management
Colorado
$261K +$26.2K +180 +12%
PIWA
1367
Prevail Innovative Wealth Advisors
Kansas
$261K +$4.66K +32 +2%
OSNBOA
1368
Old Second National Bank of Aurora
Illinois
$261K -$5.68K -39 -2%
HC
1369
Hourglass Capital
Texas
$259K +$236K +1,618 New
CF
1370
Centaurus Financial
California
$258K +$33.1K +227 +16%
2L
1371
25 LLC
Missouri
$257K
ODG
1372
O'Dell Group
Ohio
$257K
WG
1373
Winton Group
United Kingdom
$257K +$234K +1,607 New
CCFCSB
1374
Cape Cod Five Cents Savings Bank
Massachusetts
$257K -$85.1K -584 -27%
RRCM
1375
Rappaport Reiches Capital Management
Illinois
$257K +$234K +1,605 New

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.