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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
ERIC
451
Eagle Rock Investment Company
Georgia
$9.02M +$1.6M +9,702 +24%
HFS
452
Hantz Financial Services
Michigan
$8.94M -$422K -2,558 -5%
WIC
453
Wilkins Investment Counsel
Massachusetts
$8.94M -$207K -1,252 -2%
SWM
454
Spire Wealth Management
Virginia
$8.9M -$259K -1,572 -3%
BCM
455
Brooktree Capital Management
Michigan
$8.86M -$56.9K -345 -0.7%
OPERF
456
Oregon Public Employees Retirement Fund
Oregon
$8.85M -$162K -980 -2%
IIM
457
INTECH Investment Management
Florida
$8.84M -$853K -5,170 -10%
AFWM
458
AMJ Financial Wealth Management
Virginia
$8.84M +$45.4K +275 +0.6%
FNT
459
First National Trust
Pennsylvania
$8.79M -$85.6K -519 -1%
Mirae Asset Global Investments
460
Mirae Asset Global Investments
South Korea
$8.76M +$1.29M +7,817 +16%
PKC
461
Palmer Knight Company
Florida
$8.7M -$86.8K -526 -1%
GIBU
462
Gulf International Bank (UK)
United Kingdom
$8.65M -$438K -2,658 -5%
CAC
463
Core Alternative Capital
Georgia
$8.64M -$1.15M -6,955 -13%
OC
464
Oarsman Capital
Wisconsin
$8.6M -$80.2K -486 -1%
PAMG
465
Patton Albertson Miller Group
Tennessee
$8.5M -$459K -2,782 -6%
MIP
466
Marietta Investment Partners
Wisconsin
$8.48M -$52.1K -316 -0.7%
CSPIA
467
Cary Street Partners Investment Advisory
Virginia
$8.43M -$83.1K -504 -1%
PP
468
Prudential plc
United Kingdom
$8.41M -$3.05M -18,477 -28%
TSS
469
Thomas Story & Son
Indiana
$8.41M -$2.47K -15 -0%
CVM
470
Cheviot Value Management
California
$8.35M -$1.05M -6,386 -12%
RAM
471
Redmond Asset Management
Virginia
$8.33M -$66.5K -403 -0.9%
SWM
472
Sendero Wealth Management
Texas
$8.32M +$306K +1,858 +4%
JC
473
Jacobs & Co
California
$8.31M -$409K -2,480 -5%
DRD
474
Dennis R. Delaney
$8.3M -$253K -1,535 -3%
MKC
475
M. Kraus & Co
Vermont
$8.25M -$177K -1,075 -2%

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.