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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
HWM
576
HB Wealth Management
Georgia
$5.01M +$137K +831 +3%
EWM
577
Elevatus Welath Management
New York
$5.01M +$2.66M +16,097 +137%
SC
578
SouthState Corp
Florida
$5M -$9.9K -60 -0.2%
WG
579
Winton Group
United Kingdom
$4.99M +$4.58M +27,764 New
FT
580
Fiduciary Trust
Massachusetts
$4.98M -$22.4K -136 -0.5%
PCIA
581
Prime Capital Investment Advisors
Kansas
$4.98M -$336K -2,034 -7%
KP
582
Keel Point
Alabama
$4.97M -$200K -1,212 -4%
NIM
583
NEOS Investment Management
Connecticut
$4.96M +$938K +5,684 +26%
CCT
584
Capital City Trust
Florida
$4.96M +$105K +636 +2%
CP
585
Clayton Partners
California
$4.95M -$38.4K -233 -0.8%
ATS
586
Ashton Thomas Securities
New York
$4.9M +$361K +2,186 +9%
PCM
587
Prana Capital Management
Connecticut
$4.88M -$18.2M -110,284 -80%
GL
588
Graypoint LLC
New York
$4.86M +$78.8K +478 +2%
NRG
589
Nemes Rush Group
Michigan
$4.86M -$231K -1,401 -4%
OIA
590
OneDigital Investment Advisors
Kansas
$4.8M -$353K -2,142 -7%
FWM
591
FFT Wealth Management
Pennsylvania
$4.79M +$29.4K +178 +0.7%
IMRF
592
Illinois Municipal Retirement Fund
Illinois
$4.78M
AIM
593
AMI Investment Management
Indiana
$4.77M -$336K -2,034 -7%
MWA
594
Meridian Wealth Advisors
Texas
$4.74M +$96.5K +585 +2%
RF
595
Robbins Farley
New Hampshire
$4.72M -$369K -2,235 -8%
AG
596
Ascent Group
Virginia
$4.71M -$24.4K -148 -0.6%
CIM
597
Chiron Investment Management
New York
$4.71M +$4.32M +26,213 New
HAM
598
Harber Asset Management
North Carolina
$4.66M -$1.58M -9,575 -27%
PS
599
Principal Securities
Iowa
$4.63M +$263K +1,592 +7%
SSA
600
Schonfeld Strategic Advisors
New York
$4.62M +$1.09M +6,620 +35%

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.