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FISV

Fiserv Inc

1,724 hedge funds and large institutions have $92.2B invested in Fiserv Inc in 2024 Q3 according to their latest regulatory filings, with 170 funds opening new positions, 588 increasing their positions, 697 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 90

19% more capital invested

Capital invested by funds: $77.3B → $92.2B (+$14.9B)

15% more funds holding in top 10

Funds holding in top 10: 91105 (+14)

3% more funds holding

Funds holding: 1,6661,724 (+58)

8% more call options, than puts

Call options by funds: $373M | Put options by funds: $346M

0.42% more ownership

Funds ownership: 88.62%89.04% (+0.42%)

16% less repeat investments, than reductions

Existing positions increased: 588 | Existing positions reduced: 697

Holders
1,724
Holders Change
+58
Holders Change %
+3.48%
% of All Funds
24.74%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.51%
New
170
Increased
588
Reduced
697
Closed
90
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
351
Lee, Danner & Bass
Tennessee
$15.6M -$354K -2,147 -2%
EAM
352
Eagle Asset Management
Florida
$15.5M +$1.69M +10,232 +16%
SG Americas Securities
353
SG Americas Securities
New York
$15.5M +$2.84M +17,203 +25%
HAIM
354
Hunter Associates Investment Management
Pennsylvania
$15.4M -$36.8K -223 -0.3%
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$15.3M +$1.09M +6,630 +8%
NYLIM
356
New York Life Investment Management
New York
$15.3M -$651K -3,948 -4%
BWP
357
Baldwin Wealth Partners
Massachusetts
$15.3M -$177K -1,076 -1%
LCM
358
Logan Capital Management
Pennsylvania
$15.3M -$230K -1,397 -2%
CJL
359
Cyrus J. Lawrence
New York
$15.2M +$99.8K +605 +0.7%
SCM
360
Shelton Capital Management
Colorado
$15.1M -$963K -5,838 -6%
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$15.1M +$49K +297 +0.4%
RSVP
362
Ramsay Stattman Vela & Price
Colorado
$15.1M -$155K -941 -1%
FNBT
363
FineMark National Bank & Trust
Florida
$15M +$70.3K +426 +0.5%
BAM
364
Bell Asset Management
Australia
$14.9M -$5.16M -31,258 -27%
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$14.8M -$99.3K -602 -0.7%
Los Angeles Capital Management
366
Los Angeles Capital Management
California
$14.8M -$3.16M -19,170 -19%
Public Employees Retirement Association of Colorado
367
Public Employees Retirement Association of Colorado
Colorado
$14.7M -$30.8K -187 -0.2%
YCM
368
Yousif Capital Management
Michigan
$14.6M -$287K -1,740 -2%
VWM
369
Venturi Wealth Management
Texas
$14.5M +$242K +1,467 +2%
MJP
370
Michael J. Puzo
$14.5M -$62.5K -379 -0.5%
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5M +$3.66M +22,216 +38%
Cambridge Investment Research Advisors
372
Cambridge Investment Research Advisors
Iowa
$14.4M +$2.07M +12,576 +19%
GVAG
373
Great Valley Advisor Group
Delaware
$14.4M -$66.1K -401 -0.5%
EI
374
Ethic Inc
New York
$14.2M -$824K -4,996 -5%
SCP
375
Steamboat Capital Partners
New York
$14.1M +$3.01M +18,277 +30%

FISV Hedge Fund Activity: Q3 2024 in Review

1,724 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2024, worth a combined $92.2B — up 19% from $77.3B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new FISV positions and 90 closed out — a net gain of 80 holders — while 588 added to existing stakes and 697 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $702M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $871M sold.

  • 1,724 institutional investors held Fiserv Inc (FISV) as of Q3 2024, up from 1,666 in Q2 2024.
  • Funds reported $92.2B of Fiserv Inc stock for Q3 2024, up 19% quarter-over-quarter.
  • 170 funds opened new Fiserv Inc positions in Q3 2024 and 90 closed out, a net change of +80 holders.
  • The largest Fiserv Inc buyer in Q3 2024 was Sanders Capital, an estimated $702M added.
  • The largest Fiserv Inc seller in Q3 2024 was Veritas Asset Management, an estimated $871M sold.

Based on aggregated 13F filings for Q3 2024.