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FISV

Fiserv Inc

1,666 hedge funds and large institutions have $77.3B invested in Fiserv Inc in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 640 increasing their positions, 620 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 92

31% more call options, than puts

Call options by funds: $303M | Put options by funds: $231M

1% more funds holding

Funds holding: 1,6451,666 (+21)

3% more repeat investments, than reductions

Existing positions increased: 640 | Existing positions reduced: 620

1.69% less ownership

Funds ownership: 90.31%88.62% (-1.7%)

9% less capital invested

Capital invested by funds: $85B → $77.3B (-$7.72B)

16% less funds holding in top 10

Funds holding in top 10: 10891 (-17)

Holders
1,666
Holders Change
+21
Holders Change %
+1.28%
% of All Funds
24.05%
Holding in Top 10
91
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.74%
% of All Funds
1.31%
New
138
Increased
640
Reduced
620
Closed
92
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
76
Bank Julius Baer & Co
Switzerland
$137M -$7.41M -48,928 -5%
WF
77
Welch & Forbes
Massachusetts
$136M -$659K -4,356 -0.5%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$117M +$12.1M +79,844 +11%
HA
79
Homestead Advisers
Virginia
$113M -$2.06M -13,600 -2%
Citigroup
80
Citigroup
New York
$111M -$36.7M -242,518 -25%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$107M +$4.66M +30,757 +4%
BA
82
Bridgewater Associates
Connecticut
$105M -$5.6M -36,992 -5%
MNA
83
Manning & Napier Advisors
New York
$105M +$107M +704,715 New
RC
84
Rivulet Capital
New Jersey
$102M -$42.4M -279,800 -29%
MAM
85
Madison Asset Management
Wisconsin
$101M -$2.35M -15,530 -2%
TG
86
TCW Group
California
$100M +$19.1M +126,361 +23%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$99.9M -$2.84M -18,740 -3%
CAG
88
Crestwood Advisors Group
Massachusetts
$98.6M +$2.03M +13,440 +2%
Artisan Partners
89
Artisan Partners
Wisconsin
$98.6M +$508K +3,357 +0.5%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$96.4M +$21.3M +140,548 +28%
AIM
91
Artemis Investment Management
United Kingdom
$95.6M +$19.2M +126,979 +25%
SEI Investments
92
SEI Investments
Pennsylvania
$94.4M -$3.64M -24,073 -4%
SL
93
Summitry LLC
California
$93.8M +$12.4M +82,161 +15%
NC
94
NZS Capital
Colorado
$93.8M +$3.6M +23,803 +4%
BHIA
95
Birch Hill Investment Advisors
Massachusetts
$92.3M -$1.48M -9,798 -2%
Axa
96
Axa
France
$91.2M -$2.31M -15,293 -2%
NSCM
97
New South Capital Management
Tennessee
$90.9M -$1.41M -9,282 -1%
VVP
98
Vulcan Value Partners
Alabama
$89.4M -$7.18M -47,462 -7%
CB
99
Commerce Bank
Missouri
$88.9M +$2.87M +18,981 +3%
Korea Investment Corp
100
Korea Investment Corp
South Korea
$88M -$2.35M -15,495 -3%

FISV Hedge Fund Activity: Q2 2024 in Review

1,666 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2024, worth a combined $77.3B — down 9.1% from $85B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new FISV positions and 92 closed out — a net gain of 46 holders — while 640 added to existing stakes and 620 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $242M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 1,666 institutional investors held Fiserv Inc (FISV) as of Q2 2024, up from 1,645 in Q1 2024.
  • Funds reported $77.3B of Fiserv Inc stock for Q2 2024, down 9.1% quarter-over-quarter.
  • 138 funds opened new Fiserv Inc positions in Q2 2024 and 92 closed out, a net change of +46 holders.
  • The largest Fiserv Inc buyer in Q2 2024 was Goldman Sachs, an estimated $242M added.
  • The largest Fiserv Inc seller in Q2 2024 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q2 2024.