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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
PFS
1376
Prospera Financial Services
Texas
$257K +$234K +1,605 New
WB
1377
West Bancorporation
Iowa
$256K +$233K +1,602 New
VCM
1378
Vision Capital Management
Oregon
$256K
ATFA
1379
All Terrain Financial Advisors
Minnesota
$256K
AA
1380
Alta Advisers
United Kingdom
$256K
EFA
1381
Edge Financial Advisors
Illinois
$256K +$233K +1,600 New
WTA
1382
Washington Trust Advisors
Massachusetts
$254K
WAP
1383
Wealthcare Advisory Partners
Pennsylvania
$254K +$231K +1,588 New
MAM
1384
Meeder Asset Management
Ohio
$252K -$403K -2,769 -64%
VCP
1385
Verus Capital Partners
Arizona
$252K +$5.39K +37 +2%
GJWM
1386
Gilliland Jeter Wealth Management
Arkansas
$251K -$175K -1,205 -43%
DBG
1387
De Burlo Group
Massachusetts
$250K -$72.8K -500 -24%
GP
1388
Girard Partners
Pennsylvania
$250K +$227K +1,562 New
IP
1389
Isthmus Partners
Wisconsin
$249K
AC
1390
ASB Consultores
Florida
$247K +$225K +1,544 New
ML
1391
McAdam LLC
Pennsylvania
$246K +$224K +1,541 New
BAM
1392
Bellevue Asset Management
Washington
$246K
OL
1393
OneFund LLC
Florida
$245K -$5.97K -41 -3%
CWP
1394
Concord Wealth Partners
Virginia
$245K +$50.7K +348 +29%
FBT
1395
First Bank & Trust
South Dakota
$245K +$223K +1,532 New
CP
1396
Castleview Partners
Texas
$244K +$60.6K +416 +37%
CPIG
1397
Chicago Partners Investment Group
Illinois
$244K -$65.4K -449 -22%
AAMA
1398
Advanced Asset Management Advisors
Ohio
$244K -$22.6K -155 -9%
AIC
1399
Archer Investment Corporation
Indiana
$243K +$208K +1,425 +1,532%
CWM
1400
Chemistry Wealth Management
New York
$241K

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.