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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
KWM
976
Kingsview Wealth Management
Oregon
$1.08M +$31.7K +192 +3%
FFG
977
Fortem Financial Group
California
$1.08M +$988K +5,990 New
PCTC
978
Perkins Coie Trust Company
Washington
$1.08M +$674K +4,089 +215%
CI
979
Cigna Investments
Connecticut
$1.07M -$25.4K -154 -3%
PSC
980
Prentiss Smith & Co
Vermont
$1.07M
FRA
981
Frank Rimerman Advisors
California
$1.06M +$6.1K +37 +0.6%
GAM
982
Groupama Asset Management
France
$1.06M +$5.77K +35 +0.5%
SWP
983
Stratos Wealth Partners
Ohio
$1.06M -$13.5K -82 -1%
SIA
984
Schechter Investment Advisors
Michigan
$1.06M -$61.7K -374 -6%
WLG
985
Williamson Legacy Group
Indiana
$1.05M +$295K +1,786 +44%
CF
986
Copperwynd Financial
Arizona
$1.05M +$30.5K +185 +3%
AIP
987
Ameritas Investment Partners
Nebraska
$1.05M -$53.8K -326 -5%
PA
988
Parallel Advisors
California
$1.05M +$66.5K +403 +7%
BCAM
989
Boston Common Asset Management
Massachusetts
$1.04M
FIM
990
Freedom Investment Management
Connecticut
$1.04M -$20.1K -122 -2%
JFGIW
991
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.04M -$24.7K -150 -3%
KIG
992
Kowal Investment Group
Wisconsin
$1.03M -$10.4K -63 -1%
CL
993
CSS LLC
Illinois
$1.02M -$280K -1,700 -23%
BPA
994
Beacon Pointe Advisors
California
$1.02M -$41.2K -250 -4%
SFP
995
Shepherd Financial Partners
Massachusetts
$1.01M
NC
996
nVerses Capital
Florida
$1.01M +$280K +1,700 +44%
ECM
997
Evergreen Capital Management
Washington
$1M +$45K +273 +5%
IAN
998
Integrated Advisors Network
Texas
$991K -$38.3K -232 -4%
PFGIA
999
Patriot Financial Group Insurance Agency
Massachusetts
$987K -$146K -886 -14%
WBC
1000
Westpac Banking Corp
Australia
$987K +$187K +1,131 +26%

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.