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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
BCM
626
Becker Capital Management
Oregon
$4.18M +$22.3K +135 +0.6%
Carson Wealth (CWM LLC)
627
Carson Wealth (CWM LLC)
Nebraska
$4.17M -$355K -2,152 -8%
BLC
628
Brown, Lisle/Cummings
Rhode Island
$4.16M
NA
629
NewEdge Advisors
Louisiana
$4.16M +$321K +1,949 +9%
CSPAM
630
Cary Street Partners Asset Management
Virginia
$4.09M -$91.5K -555 -2%
ASN
631
Advisory Services Network
Georgia
$4.09M
MGP
632
Metis Global Partners
California
$4.08M +$21.8K +132 +0.6%
LS
633
Livforsakringsbolaget Skandia
Sweden
$4.05M +$1.16M +7,062 +46%
HIS
634
Horizon Investment Services
Indiana
$4.05M +$103K +624 +3%
PCA
635
Peddock Capital Advisors
Massachusetts
$4.05M +$20.1K +122 +0.5%
CPC
636
Consolidated Planning Corp
Georgia
$4.04M +$505K +3,064 +16%
VAG
637
VisionPoint Advisory Group
Texas
$4.01M -$830K -5,031 -18%
FNBOO
638
First National Bank of Omaha
Nebraska
$4.01M -$1.24M -7,519 -25%
AHC
639
Anderson Hoagland & Co
Missouri
$4.01M
TCOO
640
Trust Company of Oklahoma
Oklahoma
$4.01M +$12.7K +77 +0.3%
FFAM
641
Forge First Asset Management
Canada
$3.99M
FB
642
Fulton Bank
Pennsylvania
$3.99M -$279K -1,690 -7%
APIM
643
Agate Pass Investment Management
Washington
$3.98M -$193K -1,172 -5%
RSWM
644
Robertson Stephens Wealth Management
California
$3.96M -$1.05M -6,369 -22%
BCM
645
Birch Capital Management
Texas
$3.96M +$96.5K +585 +3%
TAMH
646
Taikang Asset Management (HK)
Hong Kong
$3.95M +$2.56M +15,500 +238%
MC
647
Moors & Cabot
Massachusetts
$3.89M -$52.8K -320 -1%
FNA
648
First National Advisers
Nebraska
$3.88M -$606K -3,672 -15%
AIM
649
Achmea Investment Management
Netherlands
$3.88M
CA
650
Cornerstone Advisors
North Carolina
$3.86M

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.