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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
CPIA
1276
Cornell Pochily Investment Advisors
New York
$411K -$7.75K -47 -2%
HHRDM
1277
H&H Retirement Design & Management
Nevada
$407K -$13.7K -83 -4%
OFG
1278
Oxford Financial Group
Indiana
$405K +$12.7K +77 +4%
AF
1279
Arrow Financial
New York
$404K
HS
1280
Horan Securities
United States
$401K -$16.5K -100 -4%
SC
1281
Steph & Co
Wisconsin
$401K +$3.96K +24 +1%
WCM
1282
WealthBridge Capital Management
Ohio
$400K +$368K +2,229 New
CCG
1283
Cypress Capital Group
Florida
$399K +$1.81K +11 +0.5%
BJL
1284
Brighton Jones LLC
Washington
$397K -$163K -989 -31%
SIA
1285
Soltis Investment Advisors
Utah
$397K +$6.76K +41 +2%
GFP
1286
Gryphon Financial Partners
Ohio
$397K -$4.78K -29 -1%
WFI
1287
West Family Investments
California
$394K +$34.5K +209 +11%
DWM
1288
Dechtman Wealth Management
Colorado
$393K
ACP
1289
Aveo Capital Partners
Colorado
$393K
BCFD
1290
Boit C.F. David
$392K
BW
1291
Bison Wealth
Georgia
$392K +$360K +2,183 New
WWM
1292
Western Wealth Management
Colorado
$392K +$10.7K +65 +3%
TCM
1293
Teza Capital Management
Illinois
$391K
LFA
1294
Legacy Financial Advisors
Kentucky
$390K +$23.4K +142 +7%
EFSCE
1295
Enterprise Financial Services Corp (EFSC)
Missouri
$386K +$4.12K +25 +1%
CFP
1296
Cascade Financial Partners
California
$385K -$82.1K -498 -21%
FCG
1297
Fielder Capital Group
Tennessee
$385K +$2.47K +15 +0.7%
Group One Trading
1298
Group One Trading
Illinois
$384K -$42.6K -258 -11%
YDMI
1299
Y.D. More Investments
Israel
$384K -$72.4K -439 -17%
GIP
1300
Greatmark Investment Partners
Georgia
$384K -$107K -650 -23%

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.