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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
WI
1101
WBI Investments
New Jersey
$714K +$655K +3,972 New
LCM
1102
Laurion Capital Management
New York
$711K -$2.05M -12,406 -76%
RB
1103
Renasant Bank
Mississippi
$709K +$425K +2,577 +188%
CGL
1104
Clarius Group LLC
Washington
$706K -$33.6K -204 -5%
OWA
1105
Outlook Wealth Advisors
Texas
$706K -$12.4K -75 -2%
SAW
1106
Signal Advisors Wealth
Michigan
$702K +$644K +3,906 New
MFS
1107
Madrona Financial Services
Washington
$702K -$330 -2 -0.1%
AIMCA
1108
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$701K
FM
1109
Freemont Management
Switzerland
$701K
CPM
1110
Connective Portfolio Management
New York
$697K +$577K +3,500 New
BOS
1111
Bank of Stockton
California
$697K -$52.1K -316 -8%
CC
1112
Copperleaf Capital
North Carolina
$697K -$17.5K -106 -3%
QWM
1113
Quadcap Wealth Management
Texas
$689K +$1.81K +11 +0.3%
T. Rowe Price Investment Management
1114
T. Rowe Price Investment Management
Maryland
$686K +$125K +757 +25%
ZIMP
1115
Zimmermann Investment Management & Planning
Pennsylvania
$685K +$47.3K +287 +8%
OWA
1116
Opal Wealth Advisors
New York
$684K -$41.1K -249 -6%
AFT
1117
Alpha Family Trust
California
$684K
GWP
1118
Gen-Wealth Partners
Michigan
$683K +$137K +828 +32%
LWMM
1119
Legacy Wealth Management (Mississippi)
Mississippi
$683K
WFA
1120
Wellspring Financial Advisors
Ohio
$683K +$347K +2,102 +124%
HIC
1121
Holderness Investments Company
North Carolina
$682K +$38.6K +234 +7%
JF
1122
Jump Financial
Illinois
$678K -$133K -808 -18%
HCM
1123
Howard Capital Management
Georgia
$676K +$621K +3,765 New
CIA
1124
Citadel Investment Advisory
Ohio
$672K
BFM
1125
Boston Financial Management
Massachusetts
$661K

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.