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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
IFS
851
Ifrah Financial Services
Arkansas
$1.68M -$33.6K -204 -2%
EF
852
Empowered Funds
Pennsylvania
$1.68M +$103K +626 +7%
DWM
853
Dorchester Wealth Management
Quebec, Canada
$1.67M -$153K -925 -9%
FIB
854
First Interstate Bank
Montana
$1.67M +$165 +1 +0%
DAS
855
Dynamic Advisor Solutions
Arizona
$1.66M +$64.8K +393 +4%
PA
856
Profund Advisors
Maryland
$1.63M +$47K +285 +3%
CW
857
CreativeOne Wealth
Kansas
$1.63M +$232K +1,405 +18%
FFN
858
Focus Financial Network
Minnesota
$1.63M
DEA
859
DoubleLine ETF Adviser
Florida
$1.62M -$174K -1,053 -10%
CA
860
Callahan Advisors
Texas
$1.61M
LWM
861
Lionsbridge Wealth Management
Florida
$1.61M -$51.8K -314 -3%
FWCM
862
Ferguson Wellman Capital Management
Oregon
$1.6M +$16.5K +100 +1%
ATI
863
Act Two Investors
California
$1.6M +$1.17M +7,099 +395%
KFI
864
Key Financial Inc
Pennsylvania
$1.59M +$3.63K +22 +0.2%
CWM
865
Centurion Wealth Management
Virginia
$1.59M +$1.46M +8,828 New
USCWA
866
U.S. Capital Wealth Advisors
Texas
$1.59M -$268K -1,626 -16%
SFA
867
Semmax Financial Advisors
North Carolina
$1.59M -$23.3K -141 -2%
ACM
868
Aster Capital Management
United Arab Emirates
$1.58M +$1.45M +8,798 New
MNBTD
869
Moody National Bank Trust Division
Texas
$1.58M -$65.5K -397 -4%
BHCM
870
Brevan Howard Capital Management
Jersey
$1.58M -$3.48M -21,103 -71%
MGIA
871
Moneta Group Investment Advisors
Missouri
$1.58M +$65.6K +398 +5%
DM
872
Delphi Management
Massachusetts
$1.57M -$248K -1,504 -15%
FCH
873
Freestone Capital Holdings
Washington
$1.57M +$1.49K +9 +0.1%
EW
874
Evoke Wealth
California
$1.56M +$1.44M +8,708 New
MMA
875
Miracle Mile Advisors
California
$1.56M +$128K +777 +10%

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.