We are live on ! Find out more
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
EPW
1476
Evergreen Private Wealth
Colorado
$152K -$40.6K -279 -23%
ZB
1477
Zions Bancorporation
Utah
$149K +$64.7K +444 +90%
CA
1478
Continuum Advisory
Idaho
$148K -$492K -3,381 -78%
CG
1479
Cutler Group
California
$146K -$1.14M -7,800 -89%
TCOV
1480
Trust Company of Vermont
Vermont
$143K -$583 -4 -0.4%
TLA
1481
Tanglewood Legacy Advisors
Texas
$139K
C
1482
Covestor
United Kingdom
$138K +$23.4K +161 +23%
EWM
1483
Evermay Wealth Management
Virginia
$137K -$3.35K -23 -3%
BWM
1484
BKM Wealth Management
Wisconsin
$134K +$73.4K +504 +150%
TF
1485
Tompkins Financial
New York
$131K +$5.1K +35 +4%
LSA
1486
Leonteq Securities AG
Switzerland
$129K -$159K -1,095 -58%
RBC
1487
Roble Belko & Company
Pennsylvania
$128K
AAG
1488
Accordant Advisory Group
Maryland
$127K +$116K +797 New
AIM
1489
Arcadia Investment Management
Michigan
$125K
RIL
1490
Rothschild Investment LLC
Illinois
$124K +$8.16K +56 +8%
WWP
1491
WR Wealth Planners
Missouri
$114K +$104K +715 New
WAM
1492
WFA Asset Management
Wisconsin
$114K
BONH
1493
Bank of New Hampshire
New Hampshire
$113K
GITFIT
1494
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$112K
GI
1495
Gradient Investments
Minnesota
$108K -$286K -1,962 -74%
SOW
1496
State of Wyoming
Wyoming
$106K -$144K -992 -60%
EBA
1497
Eagle Bay Advisors
New York
$105K +$11.5K +79 +14%
GTAM
1498
Global Trust Asset Management
Florida
$96.9K
FPB
1499
First PREMIER Bank
South Dakota
$96K
PGAM
1500
Princeton Global Asset Management
New Jersey
$95.9K -$87.5K -601 -50%

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.