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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
NB
951
NBT Bank
New York
$1.17M -$660 -4 -0.1%
V
952
VeraBank
Texas
$1.17M -$49.5K -300 -4%
LSAG
953
Lake Street Advisors Group
New Hampshire
$1.17M +$15.7K +95 +1%
FTWA
954
Fifth Third Wealth Advisors
Ohio
$1.17M -$44.2K -268 -4%
VFA
955
Voya Financial Advisors
Connecticut
$1.16M -$10.1K -61 -0.9%
BCWM
956
Bartlett & Co Wealth Management
Ohio
$1.16M
CBT
957
Central Bank & Trust
Kentucky
$1.15M
WPC
958
Wedmont Private Capital
Pennsylvania
$1.15M +$154K +931 +18%
CBT
959
CoreFirst Bank & Trust
Kansas
$1.15M
ITFISA
960
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.15M +$330 +2 +0%
FAIM
961
Financial Advocates Investment Management
Washington
$1.15M -$8.91K -54 -0.8%
WCA
962
Westover Capital Advisors
Delaware
$1.15M +$1.05M +6,374 New
KPWS
963
Kestra Private Wealth Services
Texas
$1.14M -$556K -3,371 -35%
ACM
964
Arcataur Capital Management
Wisconsin
$1.14M -$411K -2,491 -28%
BTW
965
Boston Trust Walden
Massachusetts
$1.13M +$54.9K +333 +6%
CFM
966
Catalyst Funds Management
Australia
$1.13M +$280K +1,700 +37%
IFWM
967
Institute for Wealth Management
Colorado
$1.13M -$20.3K -123 -2%
SAM
968
Synergy Asset Management
Washington
$1.12M -$285K -1,730 -22%
EAM
969
Eukles Asset Management
Ohio
$1.12M +$13.9K +84 +1%
CAC
970
Certified Advisory Corp
Florida
$1.12M -$13.5K -82 -1%
MA
971
Mutual Advisors
Nebraska
$1.12M +$47.8K +290 +6%
AIC
972
Aurora Investment Counsel
Georgia
$1.11M -$3.79K -23 -0.4%
VT
973
Vise Technologies
New York
$1.09M +$568K +3,446 +130%
SP
974
Stonebrook Private
Michigan
$1.09M +$18.5K +112 +2%
SCTC
975
Sanibel Captiva Trust Company
Florida
$1.09M -$3.96K -24 -0.4%

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.