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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
Wealth Enhancement Advisory Services
351
Wealth Enhancement Advisory Services
Minnesota
$13M +$2.15M +14,178 +19%
AM
352
AGF Management
Ontario, Canada
$12.9M -$1.32M -8,703 -9%
LCM
353
Logan Capital Management
Pennsylvania
$12.9M -$75.7K -500 -0.6%
BWP
354
Baldwin Wealth Partners
Massachusetts
$12.9M -$110K -725 -0.8%
HAIM
355
Hunter Associates Investment Management
Pennsylvania
$12.8M -$325K -2,146 -2%
LSV Asset Management
356
LSV Asset Management
Illinois
$12.8M -$772K -5,100 -6%
RSVP
357
Ramsay Stattman Vela & Price
Colorado
$12.6M +$68.4K +452 +0.5%
SPIA
358
Steward Partners Investment Advisory
New York
$12.5M +$277K +1,830 +2%
CJL
359
Cyrus J. Lawrence
New York
$12.5M +$4.7M +31,038 +59%
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$12.5M -$184K -1,213 -1%
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$12.4M -$45.4K -300 -0.4%
FNBT
362
FineMark National Bank & Trust
Florida
$12.4M +$319K +2,105 +3%
YCM
363
Yousif Capital Management
Michigan
$12.4M +$557K +3,681 +5%
Public Employees Retirement Association of Colorado
364
Public Employees Retirement Association of Colorado
Colorado
$12.2M -$548K -3,619 -4%
MJP
365
Michael J. Puzo
$12.1M -$641K -4,232 -5%
SWK
366
Stephen W. Kidder
$12M -$282K -1,866 -2%
ROC
367
Running Oak Capital
Minnesota
$12M +$151K +998 +1%
GVAG
368
Great Valley Advisor Group
Delaware
$12M +$1.47M +9,709 +14%
VWM
369
Venturi Wealth Management
Texas
$11.8M +$48.9K +323 +0.4%
Daiwa Securities Group
370
Daiwa Securities Group
Japan
$11.7M +$507K +3,351 +4%
PI
371
PineBridge Investments
New York
$11.4M -$8.5M -56,166 -42%
ANBT
372
American National Bank & Trust
Texas
$11.3M +$283K +1,871 +3%
ACA
373
Aptus Capital Advisors
Alabama
$11.2M +$2.57M +16,993 +29%
PA
374
Perennial Advisors
New York
$11.2M -$66.2K -437 -0.6%
PWLP
375
Prio Wealth Limited Partnership
Massachusetts
$11M

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.