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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.02B +$13.7M +94,245 +0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$7.15B +$60.8M +417,459 +0.9%
BlackRock
3
BlackRock
New York
$6.38B +$7.7M +52,860 +0.1%
Dodge & Cox
4
Dodge & Cox
California
$5.53B -$37.4M -256,561 -0.7%
State Street
5
State Street
Massachusetts
$3.94B +$3.12M +21,397 +0.1%
Capital World Investors
6
Capital World Investors
California
$3.01B +$190M +1,303,078 +7%
Harris Associates
7
Harris Associates
Illinois
$2.29B -$106M -724,525 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.87B +$49.6M +340,470 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.67B +$762M +5,230,029 +100%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.59B -$174M -1,194,954 -11%
Morgan Stanley
11
Morgan Stanley
New York
$1.47B -$1.44B -9,909,711 -52%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.14B -$17.7M -121,590 -2%
VAM
13
Veritas Asset Management
United Kingdom
$1.1B -$13.8M -94,534 -1%
Norges Bank
14
Norges Bank
Norway
$1.09B +$33.3M +228,718 +3%
N
15
Nuveen
North Carolina
$1.05B +$50.8M +348,909 +6%
Parnassus Investments
16
Parnassus Investments
California
$1.05B -$34.8M -238,668 -4%
Invesco
17
Invesco
Georgia
$968M +$67.8M +465,858 +8%
Northern Trust
18
Northern Trust
Illinois
$897M -$42.8M -293,690 -5%
LP
19
Longview Partners
Guernsey
$741M -$18.6M -127,820 -3%
Goldman Sachs
20
Goldman Sachs
New York
$643M +$153M +1,052,711 +35%
BI
21
BlueSpruce Investments
Illinois
$626M -$138M -949,330 -20%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$621M -$29.4M -201,770 -5%
Ameriprise
23
Ameriprise
Minnesota
$589M -$16.3M -111,605 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$584M -$7.28M -49,967 -1%
VH
25
ValueAct Holdings
California
$584M -$77.7M -533,200 -13%

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.