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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
BAM
1401
Berkshire Asset Management
Pennsylvania
$240K +$218K +1,500 New
NL
1402
NWAM LLC
Washington
$239K +$220K +1,508 New
KIA
1403
KCM Investment Advisors
California
$239K -$7.72K -53 -3%
AL
1404
Aspiriant LLC
California
$238K +$217K +1,492 New
VI
1405
Versor Investments
New York
$238K -$1M -6,900 -82%
VA
1406
Valmark Advisers
Ohio
$237K +$216K +1,483 New
KSWWM
1407
Keyes Stange & Wooten Wealth Management
Florida
$236K +$215K +1,474 New
IAIM
1408
International Assets Investment Management
Florida
$235K +$216K +1,483 New
FMTC
1409
Farmers & Merchants Trust Company
California
$234K +$214K +1,467 New
BIA
1410
Bigelow Investment Advisors
Maine
$231K +$211K +1,447 New
GWANC
1411
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K +$210K +1,444 New
SGI
1412
Summit Global Investments
Utah
$229K -$599K -4,110 -74%
RIA
1413
Realta Investment Advisors
Delaware
$227K +$207K +1,421 New
FFA
1414
First Foundation Advisors
California
$227K -$1.02K -7 -0.5%
MG
1415
Mather Group
Illinois
$226K -$6.84K -47 -3%
VT
1416
Vise Technologies
New York
$224K +$204K +1,402 New
CA
1417
Crewe Advisors
Utah
$224K +$204K +1,399 New
FFA
1418
Frazier Financial Advisors
Ohio
$223K +$2.77K +19 +1%
PF
1419
Phoenix Financial
Israel
$223K +$204K +1,400 New
SBIA
1420
Sheaff Brock Investment Advisors
Indiana
$221K +$201K +1,383 New
CLOS
1421
Compagnie Lombard Odier SCmA
Switzerland
$221K +$55.3K +380 +38%
RFM
1422
Royal Fund Management
Florida
$221K +$201K +1,380 New
EA
1423
Ergawealth Advisors
Illinois
$220K +$201K +1,378 New
FTIS
1424
First Trust Investment Solutions
Florida
$220K -$23.9K -164 -11%
DFA
1425
DHJJ Financial Advisors
Illinois
$220K -$728 -5 -0.4%

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.