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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
IWM
1176
IHT Wealth Management
Illinois
$551K +$121K +735 +32%
WIS
1177
Wright Investors Service
Connecticut
$550K -$513K -3,111 -50%
EP
1178
Edgestream Partners
New Jersey
$546K -$2.36M -14,282 -82%
SPI
1179
Santori & Peters Inc
Pennsylvania
$546K +$1.49K +9 +0.3%
KOCAA
1180
Knights of Columbus Asset Advisors
Connecticut
$544K +$2.64K +16 +0.5%
PCMC
1181
Private Capital Management (Colorado)
Colorado
$544K +$499K +3,028 New
AR
1182
Apeiron RIA
Texas
$541K +$8.25K +50 +2%
RCM
1183
Raleigh Capital Management
North Carolina
$540K +$12.4K +75 +3%
PA
1184
Promethium Advisors
Maryland
$539K +$495K +3,000 New
VA
1185
Valmark Advisers
Ohio
$538K +$135K +820 +38%
EP
1186
EPIQ Partners
Minnesota
$535K -$73.1K -443 -13%
FNFDCM
1187
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$533K
LRWA
1188
Long Run Wealth Advisors
New York
$529K
QWP
1189
Quotient Wealth Partners
Texas
$526K -$190K -1,152 -28%
RDWM
1190
Red Door Wealth Management
Tennessee
$525K -$74.7K -453 -13%
FC
1191
Forte Capital
New York
$524K -$21.4K -130 -4%
FPAS
1192
Focus Partners Advisor Solutions
Missouri
$522K -$68K -412 -12%
OHWP
1193
Oak Harbor Wealth Partners
North Carolina
$522K -$11.5K -70 -2%
PJSIMP
1194
P.J. Schmidt Investment Management (PJS)
Wisconsin
$519K
RCA
1195
Resonant Capital Advisors
Wisconsin
$518K +$35.3K +214 +8%
RWP
1196
RWA Wealth Partners
Massachusetts
$514K +$1.98K +12 +0.4%
APWM
1197
Argonautica Private Wealth Management
Massachusetts
$514K -$655K -3,969 -58%
WC
1198
Waterloo Capital
Texas
$513K +$51.6K +313 +12%
WA
1199
Wambolt & Associates
Colorado
$513K -$2.64K -16 -0.6%
CWP
1200
Curated Wealth Partners
California
$512K -$37.9K -230 -7%

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.