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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
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$12M +$658K +3,987 +7%
IGAM
402
iA Global Asset Management
Quebec, Canada
$12M +$10.2M +61,806 +1,261%
CEI
403
Clark Estates Inc
New York
$11.7M -$5.77M -35,000 -35%
ROC
404
Robertson Opportunity Capital
Texas
$11.6M
Lido Advisors
405
Lido Advisors
California
$11.6M +$8.49M +51,473 +393%
N
406
Natixis
France
$11.5M -$13.7M -82,888 -56%
WB
407
Webster Bank
Connecticut
$11.4M -$530K -3,212 -5%
MGP
408
M&G plc
United Kingdom
$11.3M -$911K -5,521 -8%
DT
409
Diversified Trust
Tennessee
$11.1M +$271K +1,642 +3%
SFA
410
Sequoia Financial Advisors
Ohio
$11.1M +$7.96M +48,270 +355%
LOPW
411
Live Oak Private Wealth
North Carolina
$11.1M -$66.6K -404 -0.6%
LRPA
412
L. Roy Papp & Associates
Arizona
$10.9M +$66K +400 +0.7%
MCWS
413
McKinley Carter Wealth Services
West Virginia
$10.8M -$102K -618 -1%
CTA
414
Chesley Taft & Associates
Illinois
$10.8M -$179K -1,084 -2%
Janney Montgomery Scott
415
Janney Montgomery Scott
Pennsylvania
$10.8M -$1.45M -8,770 -13%
IMPI
416
Ilmarinen Mutual Pension Insurance
Finland
$10.8M
OAM
417
Oppenheimer Asset Management
New York
$10.7M -$5.11M -30,960 -34%
PMG
418
ProVise Management Group
Florida
$10.6M +$32K +194 +0.3%
AAM
419
Advisors Asset Management
Colorado
$10.6M +$391K +2,373 +4%
PGFC
420
Peapack-Gladstone Financial Corp
New Jersey
$10.4M -$1.35M -8,198 -12%
CAM
421
Cozad Asset Management
Illinois
$10.2M -$24.7K -150 -0.3%
TAM
422
Tocqueville Asset Management
New York
$10.2M -$309K -1,873 -3%
CI
423
CX Institutional
Indiana
$10.1M +$1.31M +7,943 +16%
SAM
424
Shell Asset Management
Netherlands
$10.1M +$9.31M +56,415 New
Hudson Bay Capital Management
425
Hudson Bay Capital Management
Connecticut
$10.1M +$1.73M +10,472 +23%

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.