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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
PPWP
1251
Premier Path Wealth Partners
New Jersey
$435K +$10.9K +66 +3%
CF
1252
Centaurus Financial
California
$435K +$81.3K +493 +26%
DC
1253
Diametric Capital
Massachusetts
$433K +$398K +2,413 New
CI Investments Inc
1254
CI Investments Inc
Ontario, Canada
$433K +$61.4K +372 +18%
CWA
1255
CM Wealth Advisors
Ohio
$433K
CG
1256
Corundum Group
Colorado
$431K
MHC
1257
Meyer Handelman Company
New York
$431K
MAG
1258
M3 Advisory Group
Massachusetts
$431K -$12.7K -77 -3%
CWM
1259
Connecticut Wealth Management
Connecticut
$428K
MSFP
1260
Mark Sheptoff Financial Planning
Connecticut
$427K
AP
1261
Adero Partners
California
$426K +$12.5K +76 +3%
DFCM
1262
Dark Forest Capital Management
Puerto Rico
$424K +$389K +2,361 New
RPWA
1263
Regent Peak Wealth Advisors
Georgia
$421K +$4.62K +28 +1%
VVP
1264
Venture Visionary Partners
Ohio
$419K -$37.8K -229 -9%
SCM
1265
Schnieders Capital Management
California
$418K +$15.2K +92 +4%
LAM
1266
L2 Asset Management
Massachusetts
$417K +$12.9K +78 +3%
SMA
1267
Sage Mountain Advisors
Georgia
$417K -$21.1K -128 -5%
FI
1268
Fosun International
China
$416K
IBOK
1269
Independence Bank of Kentucky
Kentucky
$415K +$91.5K +555 +32%
TPI
1270
Trust Point Inc
Wisconsin
$415K +$7.59K +46 +2%
CWG
1271
Cornerstone Wealth Group
North Carolina
$414K +$12.9K +78 +4%
CFFP
1272
Center for Financial Planning
Michigan
$413K
IIM
1273
Ipswich Investment Management
Massachusetts
$412K
WCF
1274
West Coast Financial
California
$412K
SIG
1275
Sky Investment Group
Connecticut
$411K +$56.9K +345 +18%

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.