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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
AWCI
676
Alpine Woods Capital Investors
New York
$3.52M
CIP
677
Chartwell Investment Partners
Pennsylvania
$3.47M -$118K -715 -4%
ADMI
678
Albert D. Mason Inc
Massachusetts
$3.45M -$177K -1,074 -5%
SLI
679
Sumitomo Life Insurance
Japan
$3.42M +$480K +2,911 +18%
BFG
680
Bleakley Financial Group
New Jersey
$3.4M +$87.3K +529 +3%
AWM
681
Apollon Wealth Management
South Carolina
$3.38M -$244K -1,480 -7%
PIM
682
Penobscot Investment Management
Massachusetts
$3.37M -$70.1K -425 -2%
EHWM
683
Eads & Heald Wealth Management
Georgia
$3.34M -$253K -1,531 -8%
BIM
684
Bridges Investment Management
Nebraska
$3.33M +$3.3K +20 +0.1%
RVM
685
Robinson Value Management
Texas
$3.32M -$36.6K -222 -1%
LJHT
686
Laurie J. Hall Trustee
$3.31M -$7.42K -45 -0.2%
AWS
687
Atria Wealth Solutions
New York
$3.28M -$46.7K -283 -2%
NMIMC
688
Northwestern Mutual Investment Management Company
Wisconsin
$3.28M -$61.9K -375 -2%
Kayne Anderson Rudnick Investment Management
689
Kayne Anderson Rudnick Investment Management
California
$3.25M +$482K +2,924 +19%
BFG
690
Berger Financial Group
Minnesota
$3.25M -$38.4K -233 -1%
LG
691
LaFleur & Godfrey
Michigan
$3.24M -$234K -1,420 -7%
EIG
692
Ellenbecker Investment Group
Wisconsin
$3.23M -$353K -2,140 -11%
CIG
693
CHB Investment Group
Pennsylvania
$3.23M +$2.96M +17,962 New
AWM
694
Axxcess Wealth Management
California
$3.21M -$60.7K -368 -2%
WSFS
695
Wilmington Savings Fund Society
Delaware
$3.11M +$2.2M +13,314 +333%
GF
696
Gabelli Funds
New York
$3.11M -$247K -1,500 -8%
CCM
697
Condor Capital Management
New Jersey
$3.08M +$2.08M +12,601 +278%
FHA
698
First Horizon Advisors
Tennessee
$3.07M +$106K +645 +4%
KRSITF
699
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.06M -$301K -1,826 -10%
OCM
700
Olstein Capital Management
New York
$3.05M +$660K +4,000 +31%

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.