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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
ARC
1151
Advisor Resource Council
Texas
$607K +$558K +3,380 New
CII
1152
Capital International Inc
California
$600K +$2.64K +16 +0.5%
CPC
1153
Cookson Peirce & Co
Pennsylvania
$594K -$11.2K -68 -2%
FI
1154
Financial Insights
Washington
$592K -$414K -2,510 -43%
TIA
1155
Tiemann Investment Advisors
California
$589K -$60.2K -365 -10%
TPCW
1156
TD Private Client Wealth
New York
$589K +$12.2K +74 +2%
FHA
1157
Flagship Harbor Advisors
Massachusetts
$587K -$4.62K -28 -0.8%
MC
1158
Matisse Capital
Oregon
$584K
First Manhattan
1159
First Manhattan
New York
$581K +$11.7K +71 +2%
CA
1160
Commerzbank Aktiengesellschaft
Germany
$579K +$156K +943 +41%
BFA
1161
Beacon Financial Advisory
Ohio
$578K +$4.78K +29 +0.9%
OL
1162
Optas LLC
Texas
$578K +$8.91K +54 +2%
MAM
1163
Marotta Asset Management
Virginia
$577K
PCMC
1164
Paragon Capital Management (Colorado)
Colorado
$575K -$264K -1,600 -33%
NGA
1165
Naples Global Advisors
Florida
$573K -$3.46K -21 -0.7%
PWM
1166
Perigon Wealth Management
California
$572K +$36.9K +224 +8%
SW
1167
SkyOak Wealth
Michigan
$568K -$10.1K -61 -2%
TPW
1168
Talon Private Wealth
Florida
$566K +$519K +3,148 New
WCA
1169
Waypoint Capital Advisors
Minnesota
$560K +$8.41K +51 +2%
PCM
1170
Pointe Capital Management
Michigan
$557K
CT
1171
Clearstead Trust
Maine
$557K -$8.58K -52 -2%
LCGC
1172
Legacy Capital Group California
California
$556K -$1.98K -12 -0.4%
CWS
1173
Confluence Wealth Services
Pennsylvania
$556K -$192K -1,167 -27%
OWP
1174
Obermeyer Wealth Partners
Colorado
$553K
RP
1175
Riverbridge Partners
Minnesota
$553K

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.