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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
MCA
1051
Magnolia Capital Advisors
Mississippi
$823K -$16.3K -99 -2%
EFG
1052
Everhart Financial Group
Ohio
$818K +$322K +1,954 +75%
BTI
1053
Blue Trust Inc
Georgia
$818K +$601K +3,642 +197%
CG
1054
CFO4Life Group
Texas
$817K -$94.5K -573 -11%
VFA
1055
Valeo Financial Advisors
Indiana
$817K +$12.4K +75 +2%
AI
1056
Ariel Investments
Illinois
$816K -$16.7K -101 -2%
EI
1057
Ellevest Inc
New York
$810K +$8.74K +53 +1%
BIG
1058
Brooklyn Investment Group
New York
$810K +$49.5K +300 +7%
ACM
1059
Advisors Capital Management
New Jersey
$807K +$45.4K +275 +7%
TC
1060
Truvestments Capital
Florida
$807K -$39.1K -237 -5%
9WM
1061
9258 Wealth Management
Ohio
$806K -$37.9K -230 -5%
LCM
1062
LVM Capital Management
Michigan
$805K
CI
1063
Conning Inc
Connecticut
$802K +$45.5K +276 +7%
DL
1064
DOHJ LLC
Washington
$797K +$93.5K +567 +15%
IP
1065
Intellectus Partners
California
$795K
HAG
1066
HF Advisory Group
Maryland
$794K +$44.5K +270 +7%
SSWM
1067
Sheets Smith Wealth Management
North Carolina
$791K +$165 +1 +0%
SIG
1068
Sargent Investment Group
Maryland
$790K -$32.2K -195 -4%
FHC
1069
First Heartland Consultants
Missouri
$790K +$36.5K +221 +5%
RP
1070
Riverwater Partners
Wisconsin
$790K -$11.7K -71 -2%
MLL
1071
Moody Lynn & Lieberson
Massachusetts
$788K +$149K +905 +26%
MIC
1072
Maxi Investments CY
Cyprus
$786K +$722K +4,377 New
SW
1073
SlateStone Wealth
Florida
$774K -$165K -1,000 -19%
DJSG
1074
D.J. St. Germain
Massachusetts
$774K -$8.25K -50 -1%
HFM
1075
Harvest Fund Management
China
$771K +$331K +2,007 +88%

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.