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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
PIM
651
Plato Investment Management
Australia
$3.86M +$128K +779 +4%
BIM
652
Baldwin Investment Management
Pennsylvania
$3.83M -$99K -600 -3%
RJT
653
Raymond James Trust
Florida
$3.81M +$330K +2,001 +10%
WCM
654
Wisconsin Capital Management
Wisconsin
$3.8M +$11.5K +70 +0.3%
VA
655
Vident Advisory
Georgia
$3.79M +$748K +4,533 +27%
PCM
656
Prelude Capital Management
New York
$3.79M -$43.1K -261 -1%
ACI
657
Alpha Cubed Investments
California
$3.78M -$343K -2,077 -9%
HWM
658
Hohimer Wealth Management
Washington
$3.73M +$2.97K +18 +0.1%
EF
659
Empirical Finance
Pennsylvania
$3.71M +$64K +388 +2%
ANTB
660
AMG National Trust Bank
Colorado
$3.71M -$334K -2,026 -9%
PAG
661
Private Advisor Group
New Jersey
$3.69M -$49.5K -300 -1%
MWM
662
Mission Wealth Management
California
$3.65M -$35.1K -213 -1%
SFI
663
Siemens Fonds Invest
Germany
$3.65M -$22.9K -139 -0.7%
KA
664
KLCM Advisors
Wisconsin
$3.64M +$168K +1,020 +5%
GCM
665
Greenland Capital Management
New York
$3.6M +$1.37M +8,330 +71%
AA
666
Altrafin AG
$3.59M
CAM
667
ClariVest Asset Management
California
$3.59M
DCM
668
Davidson Capital Management
Texas
$3.59M -$34K -206 -1%
LOAMS
669
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.58M +$164K +993 +5%
GIS
670
Graphene Investments SAS
France
$3.58M -$429K -2,600 -12%
IRAG
671
Investment Research & Advisory Group
Georgia
$3.57M +$34.8K +211 +1%
ECM
672
Everence Capital Management
Indiana
$3.55M
CNAM
673
Campbell Newman Asset Management
Wisconsin
$3.55M -$75.2K -456 -2%
AEPWM
674
Atlantic Edge Private Wealth Management
Florida
$3.54M +$19K +115 +0.6%
SCM
675
Sterling Capital Management
North Carolina
$3.53M +$3.24M +19,664 New

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.