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FISV

Fiserv Inc

1,666 hedge funds and large institutions have $77.3B invested in Fiserv Inc in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 640 increasing their positions, 620 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 92

31% more call options, than puts

Call options by funds: $303M | Put options by funds: $231M

1% more funds holding

Funds holding: 1,6451,666 (+21)

3% more repeat investments, than reductions

Existing positions increased: 640 | Existing positions reduced: 620

1.69% less ownership

Funds ownership: 90.31%88.62% (-1.7%)

9% less capital invested

Capital invested by funds: $85B → $77.3B (-$7.72B)

16% less funds holding in top 10

Funds holding in top 10: 10891 (-17)

Holders
1,666
Holders Change
+21
Holders Change %
+1.28%
% of All Funds
24.05%
Holding in Top 10
91
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.74%
% of All Funds
1.31%
New
138
Increased
640
Reduced
620
Closed
92
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
301
Luther King Capital Management (LKCM)
Texas
$17.7M +$5.91M +39,022 +49%
Skandinaviska Enskilda Banken (SEB)
302
Skandinaviska Enskilda Banken (SEB)
Sweden
$17.7M +$75.7K +500 +0.4%
Canada Pension Plan Investment Board
303
Canada Pension Plan Investment Board
Ontario, Canada
$17.2M -$3.53M -23,337 -17%
CA
304
Clearstead Advisors
Ohio
$17.1M +$15.8M +104,510 +1,054%
PCM
305
Palisade Capital Management
New Jersey
$17M -$399K -2,639 -2%
BAM
306
Bell Asset Management
Australia
$17M +$4.16M +27,466 +32%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$17M -$1.02M -6,751 -6%
Commonwealth Equity Services
308
Commonwealth Equity Services
Massachusetts
$16.8M -$142K -936 -0.8%
CWM
309
CIBC World Markets
New York
$16.8M -$6.02M -39,792 -26%
ACIM
310
Azimuth Capital Investment Management
Michigan
$16.7M +$8.79M +58,092 +107%
VCM
311
VeriStar Capital Management
New York
$16.6M
CNB
312
Czech National Bank
Czech Republic
$16.6M +$892K +5,894 +6%
MML Investors Services
313
MML Investors Services
Massachusetts
$16.2M -$2.39M -15,760 -13%
PAIM
314
Punch & Associates Investment Management
Minnesota
$16.1M +$193K +1,275 +1%
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$16M -$567K -3,743 -3%
X
316
Xponance
Pennsylvania
$16M +$37.8K +250 +0.2%
HPCM
317
Hunter Perkins Capital Management
Illinois
$15.8M -$329K -2,175 -2%
SAM
318
Soditic Asset Management
United Kingdom
$15.6M
KAS
319
Kestra Advisory Services
Texas
$15.5M +$9.37M +61,901 +142%
SAM
320
Stansberry Asset Management
Texas
$15.5M +$407K +2,691 +3%
FGP
321
Foyston, Gordon, & Payne
Ontario, Canada
$15.4M +$1.47M +9,722 +10%
UIM
322
USS Investment Management
United Kingdom
$15.4M +$228K +1,509 +1%
MIF
323
Mediolanum International Funds
Ireland
$15.3M -$218K -1,442 -1%
VC
324
Vestor Capital
Illinois
$15.2M +$330K +2,181 +2%
WorldQuant Millennium Advisors
325
WorldQuant Millennium Advisors
New York
$15.2M +$15.5M +102,131 New

FISV Hedge Fund Activity: Q2 2024 in Review

1,666 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2024, worth a combined $77.3B — down 9.1% from $85B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new FISV positions and 92 closed out — a net gain of 46 holders — while 640 added to existing stakes and 620 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $242M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 1,666 institutional investors held Fiserv Inc (FISV) as of Q2 2024, up from 1,645 in Q1 2024.
  • Funds reported $77.3B of Fiserv Inc stock for Q2 2024, down 9.1% quarter-over-quarter.
  • 138 funds opened new Fiserv Inc positions in Q2 2024 and 92 closed out, a net change of +46 holders.
  • The largest Fiserv Inc buyer in Q2 2024 was Goldman Sachs, an estimated $242M added.
  • The largest Fiserv Inc seller in Q2 2024 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q2 2024.