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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
FNBTCON
1076
First National Bank & Trust Co of Newtown
Pennsylvania
$769K
LP
1077
LMR Partners
United Kingdom
$766K
EFL
1078
ERn Financial LLC
Wisconsin
$762K +$825 +5 +0.1%
EWA
1079
EverSource Wealth Advisors
Alabama
$760K +$13.5K +82 +2%
SF
1080
Summit Financial
New Jersey
$759K +$150K +911 +27%
CT
1081
Caldwell Trust
Florida
$756K -$45.4K -275 -6%
CNBTD
1082
Citizens National Bank Trust Department
Mississippi
$755K
SCA
1083
Stonebridge Capital Advisors
Minnesota
$752K
NWAG
1084
Net Worth Advisory Group
Utah
$749K +$688K +4,168 New
KWM
1085
KFG Wealth Management
Indiana
$745K -$3.46K -21 -0.5%
APC
1086
Aspire Private Capital
North Carolina
$745K +$127K +767 +23%
SWP
1087
Strategic Wealth Partners
Ohio
$744K -$21.6K -131 -3%
RWM
1088
Ritholtz Wealth Management
New York
$739K +$93.9K +569 +16%
KFP
1089
KMG Fiduciary Partners
Ohio
$733K
MYIA
1090
Mount Yale Investment Advisors
Colorado
$732K -$250K -1,513 -27%
PSP
1091
Principal Street Partners
Tennessee
$732K -$75.2K -456 -10%
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$730K +$6.76K +41 +1%
CA
1093
Cullinan Associates
Kentucky
$729K
FCP
1094
Fidelis Capital Partners
Florida
$725K +$12.4K +75 +2%
AC
1095
Avestar Capital
New York
$721K -$1.81K -11 -0.3%
VCP
1096
Vista Capital Partners
Oregon
$719K -$11.1K -67 -2%
RC
1097
RBF Capital
California
$719K
AMBIA
1098
Allen Mooney & Barnes Investment Advisors
Georgia
$718K
CCA
1099
Checchi Capital Advisers
California
$717K +$5.77K +35 +0.9%
LWAM
1100
Legacy Wealth Asset Management
Minnesota
$714K -$1.32K -8 -0.2%

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.