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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
SC
1001
Syon Capital
California
$986K +$3.3K +20 +0.4%
PCM
1002
Parsons Capital Management
Rhode Island
$980K -$11.5K -70 -1%
UCB
1003
United Community Bank
South Carolina
$978K -$9.24K -56 -1%
RCAG
1004
Rehmann Capital Advisory Group
Michigan
$971K -$76K -461 -8%
MWM
1005
Modera Wealth Management
New Jersey
$967K +$990 +6 +0.1%
Parallax Volatility Advisers
1006
Parallax Volatility Advisers
California
$966K +$60.7K +368 +7%
SPC
1007
Sigma Planning Corp
Michigan
$965K +$127K +767 +17%
RIA
1008
Regal Investment Advisors
Michigan
$962K -$563K -3,411 -39%
GI
1009
GAMCO Investors
Connecticut
$961K -$132K -800 -13%
NB
1010
Nicolet Bankshares
Wisconsin
$960K -$168K -1,016 -16%
FCBT
1011
First Citizens Bank & Trust
North Carolina
$957K +$660 +4 +0.1%
JMFC
1012
J.M. Forbes & Co
Massachusetts
$956K +$37.1K +225 +4%
TAM
1013
Townsend Asset Management
North Carolina
$951K -$157K -950 -15%
ACA
1014
Atlas Capital Advisors
Wyoming
$948K -$157K -951 -15%
SIA
1015
SkyView Investment Advisors
New Jersey
$948K +$36.8K +223 +4%
BFG
1016
Beacon Financial Group
Texas
$945K +$20K +121 +2%
BBA
1017
Baader Bank Aktiengesellschaft
Germany
$936K +$76.5K +464 +9%
OC
1018
Oppenheimer & Co
New York
$934K -$857K -5,194 -50%
WT
1019
Whittier Trust
California
$932K
CIA
1020
Cape Investment Advisory
Georgia
$931K -$3.3K -20 -0.4%
FFM
1021
Forum Financial Management
Illinois
$926K -$660 -4 -0.1%
DS
1022
DRW Securities
Illinois
$919K -$52K -315 -6%
MWM
1023
Meridian Wealth Management
Kentucky
$905K +$831K +5,038 New
TCPG
1024
Trivant Custom Portfolio Group
California
$892K +$819K +4,967 New
UAML
1025
US Asset Management LLC
Pennsylvania
$891K -$1.98K -12 -0.3%

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.