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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
TC
501
TownSquare Capital
Utah
$7.26M +$366K +2,219 +6%
CWM
502
CMH Wealth Management
New Hampshire
$7.25M -$161K -976 -2%
BCM
503
Brookstone Capital Management
Illinois
$7.24M +$978K +5,927 +17%
IIC
504
Ironwood Investment Counsel
Arizona
$7.22M -$20.8K -126 -0.3%
KRS
505
Kentucky Retirement Systems
Kentucky
$7.21M -$657K -3,983 -9%
JGUA
506
John G. Ullman & Associates
New York
$7.16M -$530K -3,216 -7%
TIA
507
Tandem Investment Advisors
South Carolina
$7.15M -$114K -693 -2%
SLAM
508
Swiss Life Asset Management
$7.08M +$525K +3,181 +9%
SAM
509
Selway Asset Management
$7.01M
Focus Partners Wealth
510
Focus Partners Wealth
Massachusetts
$6.93M -$3.41M -20,643 -35%
GWM
511
Graybill Wealth Management
Illinois
$6.91M -$108K -652 -2%
Wealthfront Advisers
512
Wealthfront Advisers
California
$6.79M +$671K +4,068 +12%
MSU
513
Mizuho Securities USA
New York
$6.71M -$1.28M -7,780 -17%
HEIP
514
Hudson Edge Investment Partners
New Jersey
$6.69M -$158K -960 -3%
CCM
515
Carmel Capital Management
California
$6.69M -$50.3K -305 -0.8%
CCM
516
Cox Capital Management
Massachusetts
$6.61M -$2.24M -13,565 -27%
EFM
517
Eley Financial Management
Vermont
$6.57M -$138K -837 -2%
HIMCH
518
Hartford Investment Management Co (HIMCO)
Connecticut
$6.53M -$196K -1,186 -3%
CLGM
519
Capitolis Liquid Global Markets
New York
$6.49M +$5.96M +36,150 New
GHAM
520
Gilman Hill Asset Management
Connecticut
$6.49M +$119K +720 +2%
BCM
521
Buckhead Capital Management
Georgia
$6.47M -$504K -3,057 -8%
MAA
522
Matrix Asset Advisors
New York
$6.46M -$188K -1,137 -3%
MCM
523
MAI Capital Management
Ohio
$6.43M -$176K -1,064 -3%
CGH
524
Crossmark Global Holdings
Texas
$6.42M -$1.2M -7,283 -17%
AIM
525
Anchor Investment Management
South Carolina
$6.37M +$82K +497 +1%

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.