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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
RDIA
1551
RE Dickinson Investment Advisors
Iowa
$33K
GKIM
1552
GW&K Investment Management
Massachusetts
$33K +$291 +2 +1%
WOC
1553
West Oak Capital
California
$32K
EWP
1554
Elevation Wealth Partners
California
$32K +$29.1K +200 New
HF
1555
Halpern Financial
Virginia
$31.9K
PWMG
1556
Prestige Wealth Management Group
New Jersey
$30.8K -$273K -1,874 -91%
SN
1557
Sittner & Nelson
Oregon
$30.7K
WAG
1558
Wiser Advisor Group
Arizona
$30.4K
CTA
1559
Colonial Trust Advisors
South Carolina
$28.6K -$8.59K -59 -25%
IFAM
1560
Institutional & Family Asset Management
Colorado
$28.1K +$874 +6 +4%
WSC
1561
Wellington Shields & Co
New York
$25.1K +$22.9K +157 New
BCMLT
1562
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.9K +$4.22K +29 +23%
BWAM
1563
Boyd Watterson Asset Management
Ohio
$23.8K
MA
1564
MCF Advisors
Kentucky
$23K -$3.06K -21 -13%
HI
1565
Hoey Investments
Pennsylvania
$21.9K -$2.48K -17 -11%
CB
1566
CNB Bank
Pennsylvania
$21.9K +$11.8K +81 +145%
GBT
1567
Grove Bank & Trust
Florida
$21.4K -$7.28K -50 -27%
CMA
1568
Cedar Mountain Advisors
Oregon
$21.4K
LAM
1569
Lummis Asset Management
Texas
$21.4K
NFSG
1570
Newbridge Financial Services Group
Florida
$21.3K +$19.4K +133 New
TFGT
1571
TS Financial Group (TSFG)
Illinois
$20K +$10.5K +72 +133%
BEI
1572
Benjamin Edwards Inc
Missouri
$20K +$18.4K +126 New
AWM
1573
Abound Wealth Management
Tennessee
$19.7K +$583 +4 +3%
WBC
1574
West Branch Capital
Massachusetts
$19.2K
CCM
1575
Chilton Capital Management
Texas
$19K +$17.3K +119 New

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.