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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
CIC
801
Chilton Investment Company
Connecticut
$2.01M -$33K -200 -2%
GRP
802
Global Retirement Partners
California
$2M +$81.6K +495 +5%
SWMG
803
Signature Wealth Management Group
Georgia
$1.99M +$60.2K +365 +3%
JCM
804
Jacobi Capital Management
Pennsylvania
$1.99M +$78.8K +478 +5%
KIA
805
Knollwood Investment Advisory
Maryland
$1.99M
BF
806
BOK Financial
Oklahoma
$1.98M -$2.64K -16 -0.1%
AWM
807
AE Wealth Management
Kansas
$1.97M -$850K -5,156 -32%
LGF
808
LGT Group Foundation
Liechtenstein
$1.97M +$1.78M +10,772 New
DSC
809
Duncker Streett & Co
Missouri
$1.95M
QI
810
Qtron Investments
Massachusetts
$1.95M
AAS
811
Ameritas Advisory Services
Nebraska
$1.94M -$2.45M -14,860 -58%
AF
812
Advisornet Financial
Minnesota
$1.94M -$46.5K -282 -3%
MYAM
813
Meiji Yasuda Asset Management
Japan
$1.93M -$31.3K -190 -2%
A
814
Allianz
Germany
$1.92M +$1.49M +9,003 +530%
SAM
815
Secure Asset Management
Michigan
$1.92M -$148K -896 -8%
OLVIG
816
Oliver Lagore Vanvalin Investment Group
Michigan
$1.91M -$411K -2,492 -19%
AA
817
ALPS Advisors
Colorado
$1.91M -$390K -2,362 -18%
LA
818
Legacy Advisors
Pennsylvania
$1.9M +$630K +3,819 +57%
CPBTD
819
Central Pacific Bank - Trust Division
Hawaii
$1.89M -$112K -676 -6%
LFAS
820
Level Four Advisory Services
Texas
$1.87M +$33K +200 +2%
Boston Partners
821
Boston Partners
Massachusetts
$1.85M -$108K -656 -6%
BCA
822
Bray Capital Advisors
Florida
$1.84M -$109K -660 -6%
MSAM
823
Moloney Securities Asset Management
Missouri
$1.83M -$100K -608 -6%
CC
824
Cadinha & Co
Hawaii
$1.82M -$9.58M -58,091 -85%
EFG
825
Embree Financial Group
Illinois
$1.81M -$24.7K -150 -1%

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.