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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
WANY
751
Wealthspire Advisors (New York)
New York
$2.43M +$256K +1,552 +13%
HR
752
Hardy Reed
Mississippi
$2.4M
BAMCO Inc
753
BAMCO Inc
New York
$2.39M
HCM
754
Howland Capital Management
Massachusetts
$2.39M +$22.4K +136 +1%
SC
755
Scotia Capital
Ontario, Canada
$2.35M +$414K +2,509 +24%
TIAA Trust, National Association
756
TIAA Trust, National Association
North Carolina
$2.33M +$232K +1,407 +12%
BFA
757
Buttonwood Financial Advisors
Maryland
$2.32M -$112K -676 -5%
AAS
758
Annex Advisory Services
Wisconsin
$2.31M
XT
759
XTX Topco
Cayman Islands
$2.31M +$356K +2,157 +20%
BHBT
760
Burke & Herbert Bank & Trust
Virginia
$2.31M -$14K -85 -0.7%
CFG
761
Citizens Financial Group
Rhode Island
$2.3M +$36.6K +222 +2%
GI
762
GLOBALT Investments
Georgia
$2.3M +$50.5K +306 +2%
AIIMS
763
Analyst IMS Investment Management Services
Israel
$2.29M
ST
764
Sabal Trust
Florida
$2.27M
DWM
765
Dakota Wealth Management
Florida
$2.27M -$76.7K -465 -4%
S
766
SignatureFD
Georgia
$2.26M -$198K -1,199 -9%
CCA
767
Covey Capital Advisors
Georgia
$2.26M -$70.9K -430 -3%
STA
768
Summit Trail Advisors
New York
$2.25M +$15.7K +95 +0.8%
MSFS
769
Main Street Financial Solutions
Pennsylvania
$2.25M -$35.6K -216 -2%
HAG
770
HighPoint Advisor Group
Illinois
$2.23M +$470K +2,848 +35%
MAM
771
Magellan Asset Management
Australia
$2.23M -$788K -4,779 -28%
SC
772
Sawyer & Company
Massachusetts
$2.23M +$40.2K +244 +2%
EWA
773
EP Wealth Advisors
California
$2.22M +$16K +97 +0.8%
CIA
774
Concurrent Investment Advisors
Florida
$2.22M +$182K +1,105 +10%
AI
775
Arvest Investments
Arkansas
$2.22M -$582K -3,529 -22%

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.