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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
FWM
1626
FSA Wealth Management
Massachusetts
$3.68K
FGAM
1627
Financial Gravity Asset Management
Texas
$3.22K +$2.91K +20 New
ECM
1628
Everence Capital Management
Indiana
$3.16K
FRA
1629
Frank Rimerman Advisors
California
$2.56K
RAM
1630
Riggs Asset Management
Pennsylvania
$2.4K +$2.19K +15 New
PCWA
1631
Pacific Capital Wealth Advisors
California
$2.24K +$2.04K +14 New
PIS
1632
POM Investment Strategies
North Carolina
$2.08K
FSWA
1633
Financial Synergies Wealth Advisors
Texas
$1.6K +$1.46K +10 New
CSC
1634
Caldwell Sutter Capital
California
$1.6K
GFPC
1635
Global Financial Private Client
Florida
$1.59K
CPG
1636
Cornerstone Planning Group
New Jersey
$1.34K +$1.31K +9 New
A
1637
AlphaQuest
New York
$1.28K -$1.94M -13,304 -100%
NL
1638
NVWM LLC
Pennsylvania
$1.12K +$1.02K +7 New
MIFH
1639
Migdal Insurance & Financial Holdings
Israel
$1K +$1.02K +7 New
MHR
1640
Matthew Hamilton Rosenberg
$951
TWP
1641
TFO Wealth Partners
Ohio
$479 -$1.02K -7 -70%
HWP
1642
Highline Wealth Partners
California
$320
WA
1643
WestEnd Advisors
North Carolina
$320 +$291 +2 New
WF
1644
WoodTrust Financial
Wisconsin
$305 +$44.6K +306 +19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1645
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$160 -$6.25M -42,890 -100%
JCM
1646
Junto Capital Management
New York
-$86.6M -651,851 Closed
Citadel Advisors
1647
Citadel Advisors
Florida
-$90.4M -620,831 Closed
Capital Research Global Investors
1648
Capital Research Global Investors
California
-$71.3M -536,700 Closed
SSP
1649
Sixth Street Partners
Texas
-$66.4M -500,000 Closed
Impax Asset Management Group
1650
Impax Asset Management Group
United Kingdom
-$39M -293,240 Closed

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.