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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
BL
1526
BFSG LLC
California
$59.9K +$4.51K +31 +9%
WIM
1527
Westside Investment Management
California
$56.1K
SL
1528
Salomon & Ludwin
Virginia
$55.8K
CAL
1529
Capital Advisors Ltd
Ohio
$55K +$1.46K +10 +3%
WPA
1530
West Paces Advisors
Georgia
$53.4K -$2.33K -16 -5%
DCM
1531
Davis Capital Management
Florida
$52.3K
RA
1532
Rise Advisors
New York
$50.3K +$45.9K +315 New
IWP
1533
IAG Wealth Partners
Wisconsin
$48.7K
LI
1534
LRI Investments
Florida
$48.1K +$43.8K +301 New
PMFA
1535
Plante Moran Financial Advisors
Michigan
$47.9K +$41.5K +285 +1,900%
BIA
1536
Bell Investment Advisors
California
$47K
NCTC
1537
New Covenant Trust Company
Indiana
$46.5K +$42.4K +291 New
VWM
1538
Valley Wealth Managers
New Jersey
$45.5K -$51K -350 -55%
VCM
1539
Versant Capital Management
Arizona
$45.2K
ME
1540
McIlrath & Eck
Washington
$43.5K
MMG
1541
Monetary Management Group
Missouri
$40K
CJ
1542
Caitlin John
Michigan
$38.8K
NC
1543
NewSquare Capital
Pennsylvania
$38.4K
CH
1544
Canton Hathaway
Rhode Island
$38K
GJIA
1545
Glass Jacobson Investment Advisors
Maryland
$37.7K
HCM
1546
Hollencrest Capital Management
California
$37.1K
RWA
1547
Redmont Wealth Advisors
Illinois
$36.9K +$33.6K +231 New
PWMG
1548
Private Wealth Management Group
New Jersey
$35.6K -$437 -3 -1%
CPA
1549
Clear Point Advisors
New York
$35.2K +$5.24K +36 +20%
FFO
1550
Fortitude Family Office
Arizona
$33.2K

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.