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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
MSG
1576
Main Street Group
Virginia
$18.7K
MFT
1577
Moisand Fitzgerald Tamayo
Florida
$17.9K +$291 +2 +2%
OP
1578
ORG Partners
Indiana
$16.8K -$375K -2,576 -96%
FMTCOCP
1579
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K
GGI
1580
Godsey & Gibb Inc
Virginia
$16K
SVCP
1581
Silicon Valley Capital Partners
California
$16K
BP
1582
BNP Paribas
France
$16K +$14.6K +100 New
PA
1583
Pineridge Advisors
Missouri
$15.7K
AP
1584
Aspect Partners
Virginia
$14.9K
DAM
1585
Delta Asset Management
Tennessee
$14.4K
PP
1586
PFS Partners
New Jersey
$14.4K
HDIM
1587
Hanson & Doremus Investment Management
Vermont
$13K +$11.7K +80 New
TIM
1588
Tortoise Investment Management
New York
$12.8K +$4.66K +32 +67%
BIM
1589
Breakwater Investment Management
Washington
$12.8K +$11.7K +80 New
CFD
1590
Creative Financial Designs
Indiana
$12K +$10.9K +75 New
AT
1591
Arlington Trust
Alabama
$11.7K -$7.57K -52 -42%
RG
1592
Retirement Group
California
$11.7K +$5.97K +41 +128%
S
1593
Sachetta
Massachusetts
$10.9K
HWM
1594
HighMark Wealth Management
Minnesota
$10.9K -$728 -5 -7%
RFG
1595
REAP Financial Group
Texas
$10.8K +$728 +5 +8%
RTL
1596
Red Tortoise LLC
Georgia
$10.7K
CB
1597
Centennial Bank
Arkansas
$10.2K
RFS
1598
Richardson Financial Services
Massachusetts
$10.1K -$874 -6 -9%
RWML
1599
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$10.1K
ADL
1600
Asset Dedication LLC
California
$10K

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.