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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
BFO
1326
Biltmore Family Office
North Carolina
$359K
CM
1327
Castleark Management
Illinois
$359K
IWA
1328
Icon Wealth Advisors
Texas
$358K
PWP
1329
Phillips Wealth Planners
Mississippi
$357K +$5.77K +35 +2%
MPM
1330
MBB Public Markets
Illinois
$356K -$6.48M -39,298 -95%
NPT
1331
Nixon Peabody Trust
Massachusetts
$355K
GA
1332
Greenspring Advisors
Maryland
$354K +$325K +1,971 New
EM
1333
Excalibur Management
Massachusetts
$354K -$20.6K -125 -6%
QC
1334
Quent Capital
New York
$351K +$115K +700 +56%
WMA
1335
Wealth Management Associates
New Jersey
$350K +$1.98K +12 +0.6%
BMMM
1336
Boston Mountain Money Management
Arkansas
$348K -$3.46K -21 -1%
KMWM
1337
Keudell/Morrison Wealth Management
Oregon
$347K -$30.8K -187 -9%
CNBT
1338
Canandaigua National Bank & Trust
New York
$346K +$7.26K +44 +2%
WA
1339
Wealth Alliance
New York
$345K -$130K -787 -29%
DP
1340
Dearborn Partners
Illinois
$338K
OFS
1341
OneAscent Financial Services
Alabama
$336K +$308K +1,870 New
FBT
1342
First Bank & Trust
South Dakota
$336K +$51.5K +312 +20%
MW
1343
Marcum Wealth
Ohio
$332K -$7.09K -43 -2%
MPW
1344
Monterey Private Wealth
California
$332K
OPA
1345
Old Port Advisors
Maine
$330K -$20K -121 -6%
LFG
1346
Larson Financial Group
Missouri
$330K +$45.2K +274 +18%
LPAM
1347
Lodestar Private Asset Management
California
$329K
PVM
1348
Palogic Value Management
Texas
$328K -$9.4K -57 -3%
FC
1349
FORA Capital
Florida
$328K +$301K +1,825 New
WF
1350
WoodTrust Financial
Wisconsin
$327K +$2.31K +14 +0.8%

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.