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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
BAAM
1126
Baker Avenue Asset Management
California
$658K +$68.8K +417 +13%
IAA
1127
Ironsides Asset Advisors
North Carolina
$653K
HCM
1128
Hengehold Capital Management
Ohio
$648K +$92.4K +560 +18%
LI
1129
Lafayette Investments
Maryland
$647K -$45.4K -275 -7%
MA
1130
MONECO Advisors
Connecticut
$645K +$13.2K +80 +2%
EWS
1131
Evergreen Wealth Solutions
Pennsylvania
$644K -$91.5K -555 -13%
MC
1132
Miramar Capital
Illinois
$642K
HWA
1133
Heritage Wealth Advisors
Virginia
$640K +$2.31K +14 +0.4%
CC
1134
Chicago Capital
Illinois
$638K
LI
1135
LVZ Inc
Michigan
$638K
FPIS
1136
Financial Planning & Information Services
Wisconsin
$637K
CIG
1137
Cascade Investment Group
Colorado
$629K -$46.2K -280 -7%
GM
1138
GeoWealth Management
Illinois
$628K -$82.5K -500 -13%
CP
1139
CenterBook Partners
Connecticut
$627K -$5.18M -31,379 -90%
CWM
1140
Congress Wealth Management
Massachusetts
$624K +$71.1K +431 +14%
CM
1141
Caption Management
Oklahoma
$620K +$569K +3,450 New
MIA
1142
MMBG Investment Advisors
Florida
$620K
GD
1143
Grandfield & Dodd
New York
$619K
PP
1144
Pegasus Partners
Wisconsin
$619K
RPCONE
1145
Retirement Planning Company of New England
Rhode Island
$614K
VIM
1146
Vista Investment Management
Pennsylvania
$614K -$54.6K -331 -9%
TCPW
1147
Twin City Private Wealth
North Carolina
$611K +$1.98K +12 +0.4%
PP
1148
PDS Planning
Ohio
$610K +$87.8K +532 +19%
BWP
1149
BSW Wealth Partners
Colorado
$608K +$51.8K +314 +10%
SAM
1150
Sompo Asset Management
Japan
$607K -$69.3K -420 -11%

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.