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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
CF
901
Convergence Financial
Missouri
$1.42M +$496K +3,006 +61%
CT
902
Chicago Trust
Illinois
$1.42M +$55.1K +334 +4%
BP
903
Ballentine Partners
Massachusetts
$1.42M -$7.75K -47 -0.6%
CC
904
Centiva Capital
New York
$1.42M -$3.62M -21,972 -74%
HTC
905
Haverford Trust Company
Pennsylvania
$1.41M +$6.93K +42 +0.5%
HI
906
Horizon Investments
North Carolina
$1.41M -$144K -872 -10%
SAM
907
Smartleaf Asset Management
Massachusetts
$1.41M +$321K +1,947 +33%
IDA
908
Intelligence Driven Advisers
California
$1.4M +$18.5K +112 +1%
FFA
909
Farther Finance Advisors
California
$1.4M +$53.8K +326 +4%
BBWP
910
Beacon Bridge Wealth Partners
Pennsylvania
$1.39M
FNT
911
First Nebraska Trust
Nebraska
$1.39M +$16.5K +100 +1%
ACA
912
Anchor Capital Advisors
Massachusetts
$1.39M
EWM
913
Empirical Wealth Management
Washington
$1.38M +$148K +897 +13%
GC
914
Gould Capital
Washington
$1.36M +$7.26K +44 +0.6%
BC
915
Bowman & Company
Wisconsin
$1.36M +$120K +725 +11%
TNA
916
True North Advisors
Texas
$1.36M +$165 +1 +0%
MW
917
Maia Wealth
Colorado
$1.35M +$132K +799 +14%
LFA
918
Legend Financial Advisors
Pennsylvania
$1.35M
MPM
919
Meritage Portfolio Management
Kansas
$1.35M
UWS
920
Unique Wealth Strategies
Illinois
$1.34M +$53.9K +327 +5%
IA
921
IFP Advisors
Florida
$1.33M -$59.4K -360 -5%
ST
922
Spinnaker Trust
Maine
$1.32M
WB
923
WesBanco Bank
West Virginia
$1.32M +$3.96K +24 +0.3%
1CP
924
17 Capital Partners
Arizona
$1.32M +$347K +2,106 +40%
TAM
925
Trust Asset Management
Texas
$1.32M -$10.1K -61 -0.8%

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.