We are live on ! Find out more
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
BSA
551
Bull Street Advisors
Georgia
$5.78M -$24.7K -150 -0.5%
Walleye Capital
552
Walleye Capital
New York
$5.74M -$15.9M -96,318 -75%
SRC
553
Stone Run Capital
New York
$5.74M -$664K -4,025 -11%
SAM
554
Securian Asset Management
Minnesota
$5.72M -$297K -1,801 -5%
DILIC
555
Dai-ichi Life Insurance Company
Japan
$5.71M
IC
556
IEQ Capital
California
$5.71M -$105K -637 -2%
PGCM
557
Prescott Group Capital Management
Oklahoma
$5.67M
CAPTRUST Financial Advisors
558
CAPTRUST Financial Advisors
North Carolina
$5.64M -$3.29M -19,941 -39%
GT
559
Glenview Trust
Kentucky
$5.58M -$22.3K -135 -0.4%
NC
560
NewSquare Capital
Pennsylvania
$5.55M +$5.1M +30,921 New
MCM
561
Moore Capital Management
New York
$5.44M +$4.99M +30,272 New
MCM
562
Monarch Capital Management
Indiana
$5.44M -$26.2K -159 -0.5%
BMSSC
563
B. Metzler seel. Sohn & Co
Germany
$5.4M +$242K +1,465 +5%
AWM
564
Avior Wealth Management
Nebraska
$5.35M -$4.62K -28 -0.1%
OCA
565
Otter Creek Advisors
Florida
$5.32M -$198K -1,200 -4%
UCFA
566
United Capital Financial Advisors
Texas
$5.3M +$1.65K +10 +0%
SI
567
Stephens Inc
Arkansas
$5.23M -$89.1K -540 -2%
NMERB
568
New Mexico Educational Retirement Board
New Mexico
$5.14M -$264K -1,600 -5%
TCCM
569
Timber Creek Capital Management
Massachusetts
$5.08M +$718K +4,350 +18%
Envestnet Portfolio Solutions
570
Envestnet Portfolio Solutions
Illinois
$5.08M -$55.4K -336 -1%
TFG
571
Taylor Financial Group
Virginia
$5.07M
GP
572
Geneva Partners
Wisconsin
$5.06M +$901K +5,460 +24%
NED
573
Nancy E. Dempze
$5.05M +$6.93K +42 +0.1%
ECM
574
EagleClaw Capital Management
Massachusetts
$5.05M
HCA
575
Horan Capital Advisors
Ohio
$5.02M -$82K -497 -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.