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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
MCM
1501
MV Capital Management
Maryland
$94.5K -$146 -1 -0.2%
TFIPS
1502
Towarzystwo Funduszy Inwestycyjnych PZU SA
$91.1K +$20.4K +140 +33%
AWM
1503
AllSquare Wealth Management
New York
$88.7K
PO
1504
Private Ocean
California
$86.8K
HCP
1505
Hexagon Capital Partners
Arkansas
$85.7K +$29.1K +200 +60%
MFG
1506
Mendota Financial Group
Wisconsin
$82.5K -$21.3K -146 -22%
GIA
1507
GHP Investment Advisors
Colorado
$81K -$11.2K -77 -13%
RFG
1508
RFP Financial Group
Georgia
$80.5K +$11.9K +82 +19%
PWMAI
1509
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$72.6K
IRC
1510
Investors Research Corp
Georgia
$72.6K
PSB
1511
Piscataqua Savings Bank
New Hampshire
$71.4K -$7.87K -54 -11%
LWANC
1512
Laurel Wealth Advisors (North Carolina)
North Carolina
$70.3K
BHWM
1513
Bay Harbor Wealth Management
Maryland
$68.4K -$20.8K -143 -25%
HC
1514
Hoese & Co
Minnesota
$66.9K -$8.74K -60 -12%
BGAI
1515
Bruce G. Allen Investments
Colorado
$66.6K -$1.31K -9 -2%
OA
1516
Operose Advisors
Wisconsin
$64.9K -$12.8K -88 -18%
CT
1517
Cambridge Trust
Massachusetts
$64.2K
EFP
1518
EnRich Financial Partners
Wisconsin
$64.2K +$58.5K +402 New
BC
1519
Broadwater Capital
Massachusetts
$63.9K
FAM
1520
Fred Alger Management
New York
$63.4K
GAG
1521
Goodman Advisory Group
Massachusetts
$63.1K
Loomis, Sayles & Company
1522
Loomis, Sayles & Company
Massachusetts
$63K +$11.2K +77 +24%
AA
1523
Ancora Advisors
Ohio
$62.7K
DMBA
1524
Deseret Mutual Benefit Administrators
Utah
$61.9K
MG
1525
MilWealth Group
Wisconsin
$61.5K

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.