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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
Wolverine Trading
1701
Wolverine Trading
Illinois
-$374K -2,566 Closed
OC
1702
Oakworth Capital
Alabama
-$338K -2,542 Closed
SAM
1703
Seelaus Asset Management
New Jersey
-$310K -2,335 Closed
I
1704
InceptionR
California
-$309K -2,325 Closed
MM
1705
MQS Management
New York
-$308K -2,316 Closed
PCOC
1706
Power Corp of Canada
Canada
-$304K -2,290 Closed
AWA
1707
Arete Wealth Advisors
Illinois
-$294K -2,215 Closed
FA
1708
Fermata Advisors
California
-$272K -2,047 Closed
TI
1709
Truepoint Inc
Ohio
-$247K -1,863 Closed
OFS
1710
Orrstown Financial Services
Pennsylvania
-$245K -1,846 Closed
Capstone Investment Advisors
1711
Capstone Investment Advisors
New York
-$268K -1,839 Closed
PTC
1712
Petrus Trust Company
Texas
-$244K -1,839 Closed
3IP
1713
3Chopt Investment Partners
Virginia
-$243K -1,833 Closed
ITC
1714
Inspire Trust Company
Nevada
-$224K -1,689 Closed
PVH
1715
Psagot Value Holdings
Israel
-$211K -1,580 Closed
GWS
1716
Glassman Wealth Services
Virginia
-$187K -1,409 Closed
KI
1717
Kapitalo Investimentos
Brazil
-$117K -877 Closed
SAI
1718
Systematic Alpha Investments
New Jersey
-$112K -844 Closed
RP
1719
Rowlandmiller & Partners
Georgia
-$111K -834 Closed
A
1720
AJOVista
Massachusetts
-$108K -811 Closed
TSW
1721
Thompson Siegel & Walmsley
Virginia
-$88K -662 Closed
MSWM
1722
McGlone Suttner Wealth Management
Wisconsin
-$87K -655 Closed
TCWA
1723
Turtle Creek Wealth Advisors
Texas
-$78.8K -593 Closed
EC
1724
EntryPoint Capital
New York
-$57K -429 Closed
AFS
1725
Annapolis Financial Services
Maryland
-$55.3K -416 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.