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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
TCM
1201
Tributary Capital Management
Nebraska
$512K -$144K -875 -23%
CFS
1202
CRA Financial Services
New Jersey
$511K
WTC
1203
WhitTier Trust Company
Nevada
$511K -$6.93K -42 -1%
CFP
1204
Catalyst Financial Partners
Massachusetts
$508K -$5.11K -31 -1%
DWM
1205
Dogwood Wealth Management
Kansas
$507K +$20.1K +122 +5%
PI
1206
PFG Investments
New York
$504K +$12K +73 +3%
CAMG
1207
CWA Asset Management Group
Florida
$503K +$462K +2,802 New
CAG
1208
Csenge Advisory Group
Florida
$500K
FCI
1209
Financial Counselors Inc
Kansas
$500K +$5.94K +36 +1%
EFS
1210
Essex Financial Services
Connecticut
$498K -$2.14K -13 -0.5%
WAG
1211
Wallace Advisory Group
California
$494K
PWMAG
1212
Pinnacle Wealth Management Advisory Group
New Jersey
$494K -$1.81K -11 -0.4%
CT
1213
Colonial Trust
South Carolina
$493K +$165 +1 +0%
OWA
1214
One Wealth Advisors
California
$492K
BAM
1215
Belpointe Asset Management
Nevada
$490K +$146K +886 +48%
DBRC
1216
D.B. Root & Company
Pennsylvania
$487K -$151K -917 -25%
PTC
1217
Private Trust Company
Ohio
$487K +$5.44K +33 +1%
SWA
1218
Sax Wealth Advisors
New Jersey
$486K +$63K +382 +16%
SG
1219
Somerset Group
Minnesota
$485K
MFIM
1220
Mesirow Financial Investment Management
Illinois
$484K +$7.92K +48 +2%
JWCA
1221
J.W. Cole Advisors
Florida
$483K +$69.1K +419 +18%
GA
1222
Geller Advisors
New York
$482K -$119K -722 -21%
FM
1223
Foster & Motley
Ohio
$479K +$1.49K +9 +0.3%
AWA
1224
Aaron Wealth Advisors
Illinois
$478K +$85.9K +521 +24%
SIM
1225
Sentry Investment Management
Wisconsin
$477K

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.