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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
JWM
1601
Janiczek Wealth Management
Colorado
$9.75K
NIC
1602
Northwest Investment Counselors
Oregon
$9.11K +$8.3K +57 New
AW
1603
Avion Wealth
Texas
$9K +$728 +5 +12%
CWC
1604
Carolinas Wealth Consulting
North Carolina
$8.47K +$6.26K +43 +430%
AWM
1605
Activest Wealth Management
Florida
$8.15K
DF
1606
Dunhill Financial
United Kingdom
$8.13K +$1.17K +8 +19%
YAL
1607
Your Advocates Ltd
Texas
$7.99K
SAG
1608
Spotlight Asset Group
Illinois
$7.03K +$6.41K +44 New
BWL
1609
Bogart Wealth LLC
Virginia
$6.71K
SHIM
1610
Stone House Investment Management
Pennsylvania
$6.39K
JSAM
1611
J. Safra Asset Management
New York
$6.07K +$5.53K +38 New
VNA
1612
Valley National Advisers
Pennsylvania
$6K +$3.64K +25 +179%
SIC
1613
SJS Investment Consulting
Ohio
$5.59K
VWA
1614
Valued Wealth Advisors
Utah
$5.43K
DPW
1615
DiNuzzo Private Wealth
Pennsylvania
$5.12K
HGERS
1616
Householder Group Estate & Retirement Specialist
Arizona
$4.95K -$2.91K -20 -39%
QL
1617
Quarry LP
New York
$4.79K -$35.4K -243 -89%
MIM
1618
Macroview Investment Management
Maryland
$4.79K
SS
1619
Sunbelt Securities
Texas
$4.63K -$3.35K -23 -44%
TCA
1620
Trifecta Capital Advisors
Illinois
$4.47K
TCM
1621
TD Capital Management
Tennessee
$4.16K +$3.79K +26 New
WWM
1622
Wolff Wiese Magana
California
$4K
TFM
1623
TFC Financial Management
Massachusetts
$4K +$437 +3 +14%
WCM
1624
Westend Capital Management
California
$4K +$3.64K +25 New
PCMC
1625
Planning Capital Management Corporation
Pennsylvania
$3.84K

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.