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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
MWS
701
Maxwell Wealth Strategies
California
$3.05M +$473K +2,869 +24%
ATPW
702
Ashton Thomas Private Wealth
Arizona
$2.97M +$543K +3,290 +25%
WMG
703
WESCAP Management Group
California
$2.94M -$46.8K -284 -2%
TMAM
704
Tokio Marine Asset Management
Japan
$2.88M +$119K +722 +5%
NSIM
705
North Star Investment Management
Illinois
$2.88M
BIA
706
Barry Investment Advisors
Massachusetts
$2.88M -$430K -2,607 -14%
PDL
707
Portfolio Design Labs
California
$2.86M -$221K -1,339 -8%
FCM
708
Fairbanks Capital Management
California
$2.84M +$91.5K +555 +4%
PAS
709
Park Avenue Securities
New York
$2.81M -$809K -4,902 -24%
SWM
710
Salvus Wealth Management
New Jersey
$2.8M +$2.57M +15,591 New
AF
711
Aviso Financial
Ontario, Canada
$2.8M -$43.9K -266 -2%
ACM
712
Argyle Capital Management
Pennsylvania
$2.79M -$324K -1,965 -11%
Squarepoint
713
Squarepoint
New York
$2.78M -$58.7K -356 -2%
HCA
714
Harbor Capital Advisors
Illinois
$2.77M -$279K -1,691 -10%
OAM
715
Ostrum Asset Management
France
$2.77M -$41.9K -254 -2%
FFO
716
Fiduciary Family Office
Florida
$2.74M -$97.3K -590 -4%
KCM
717
Kendall Capital Management
Maryland
$2.72M +$44.5K +270 +2%
NDSI
718
Newman Dignan & Sheerar Inc
Rhode Island
$2.69M +$6.6K +40 +0.3%
MAS
719
Meeder Advisory Services
Ohio
$2.68M -$28.5K -173 -1%
AIM
720
Avanda Investment Management
Singapore
$2.67M -$2.41M -14,584 -49%
BC
721
Burney Company
Virginia
$2.67M
LNWWM
722
Laird Norton Wetherby Wealth Management
California
$2.66M -$24.4K -148 -1%
IWC
723
Integrated Wealth Concepts
Massachusetts
$2.66M -$98.1K -595 -4%
PWM
724
Palumbo Wealth Management
New York
$2.65M +$52.9K +321 +2%
CCM
725
Coldstream Capital Management
Washington
$2.64M +$291K +1,766 +14%

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.