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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
FWIA
1226
Fort Washington Investment Advisors
Ohio
$475K -$9.73K -59 -2%
SIC
1227
Salem Investment Counselors
North Carolina
$475K
LIM
1228
Leavell Investment Management
Alabama
$464K +$11.9K +72 +3%
TWM
1229
Trueblood Wealth Management
Ohio
$464K +$825 +5 +0.2%
CFO
1230
CVA Family Office
Colorado
$463K +$1.81K +11 +0.4%
CFB
1231
Cullen/Frost Bankers
Texas
$463K +$110K +668 +35%
DA
1232
Drake & Associates
Wisconsin
$463K +$97.2K +589 +30%
CP
1233
Castleview Partners
Texas
$461K +$13.5K +82 +3%
AWM
1234
Angeles Wealth Management
California
$460K +$76.5K +464 +22%
GSIAS
1235
Garden State Investment Advisory Services
New Jersey
$457K +$6.1K +37 +1%
NB
1236
Northwest Bancshares
Pennsylvania
$456K
VFPW
1237
Vantage Financial Partners (Wisconsin)
Wisconsin
$456K +$419K +2,540 New
TCOV
1238
Trust Company of Vermont
Vermont
$454K +$35.8K +217 +9%
KWA
1239
Kingswood Wealth Advisors
California
$453K -$35.8K -217 -8%
AWA
1240
Arkadios Wealth Advisors
Georgia
$452K -$4.29K -26 -1%
PWPS
1241
Pinnacle Wealth Planning Services
Ohio
$452K
PWS
1242
Peterson Wealth Services
Utah
$451K +$13.9K +84 +3%
MAWA
1243
Moss Adams Wealth Advisors
Washington
$451K +$414K +2,508 New
IAS
1244
Insigneo Advisory Services
Florida
$450K -$125K -756 -23%
FNBOMD
1245
First National Bank of Mount Dora
Florida
$448K -$13.5K -82 -3%
WA
1246
WBH Advisory
Maryland
$448K
GCP
1247
GSA Capital Partners
United Kingdom
$446K -$5.58M -33,808 -93%
ACM
1248
Andina Capital Management
Utah
$439K +$17.2K +104 +4%
JCM
1249
Janney Capital Management
Pennsylvania
$438K
CCA
1250
Childress Capital Advisors
Texas
$436K

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.