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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
AGWCA
926
Annis Gardner Whiting Capital Advisors
Florida
$1.32M -$72.1K -437 -6%
RFN
927
RDA Financial Network
Iowa
$1.32M +$43.2K +262 +4%
AG
928
AlTi Global
New York
$1.31M -$114K -693 -9%
DIA
929
Dean Investment Associates
Ohio
$1.31M -$114K -689 -9%
CPA
930
Court Place Advisors
Maryland
$1.3M -$51.1K -310 -4%
SC
931
Sapient Capital
Indiana
$1.29M +$1.19M +7,202 New
RAG
932
RIA Advisory Group
Iowa
$1.29M +$1.18M +7,171 New
PBO
933
Peoples Bank (Ohio)
Ohio
$1.28M -$49.5K -300 -4%
NAS
934
Nicolet Advisory Services
Wisconsin
$1.27M +$187K +1,131 +19%
PPC
935
Park Place Capital
Alabama
$1.26M +$461K +2,794 +66%
LT
936
Legacy Trust
Michigan
$1.26M -$17.5K -106 -1%
BCM
937
Brown Capital Management
Maryland
$1.26M -$8.74K -53 -0.8%
TCA
938
Transcend Capital Advisors
New Jersey
$1.25M +$1.81K +11 +0.2%
Empower Advisory Group
939
Empower Advisory Group
Colorado
$1.24M -$103K -622 -8%
SFFS
940
Stonehage Fleming Financial Services
Jersey
$1.23M -$17.2K -104 -1%
HSA
941
HBK Sorce Advisory
Pennsylvania
$1.22M -$8.25K -50 -0.7%
SMC
942
Smith, Moore & Co
Missouri
$1.22M +$24.7K +150 +2%
RCM
943
Ridgepath Capital Management
Tennessee
$1.21M
Koshinski Asset Management
944
Koshinski Asset Management
Illinois
$1.21M +$64.3K +390 +6%
NP
945
NorthRock Partners
Minnesota
$1.2M +$21.9K +133 +2%
BFO
946
Boston Family Office
Massachusetts
$1.2M
QCG
947
Quadrant Capital Group
Ohio
$1.19M +$9.9K +60 +0.9%
PI
948
PineBridge Investments
New York
$1.18M -$11.5M -69,699 -91%
WT
949
Washington Trust
Rhode Island
$1.18M -$223K -1,352 -17%
TA
950
Tectonic Advisors
Texas
$1.17M -$62.4K -378 -5%

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.