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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
NPF
1351
Norris Perne & French
Michigan
$327K
ECG
1352
Edge Capital Group
Georgia
$326K
RWB
1353
RMR Wealth Builders
New Jersey
$325K -$61.4K -372 -17%
CH
1354
Cromwell Holdings
Wyoming
$325K
MSS
1355
Mitchell Sinkler & Starr
Pennsylvania
$317K
CCWM
1356
Cassaday & Co Wealth Management
Virginia
$317K -$11.5K -70 -4%
PWG
1357
Portside Wealth Group
Utah
$317K +$32.2K +195 +12%
WA
1358
Waverly Advisors
Alabama
$317K -$25.1K -152 -8%
SNBOSCI
1359
Security National Bank of Sioux City Iowa
Iowa
$314K
CAM
1360
Concorde Asset Management
Michigan
$314K +$289K +1,750 New
PWM
1361
Power Wealth Management
Georgia
$314K
TCOT
1362
Trust Company of Toledo
Ohio
$314K -$2.8K -17 -1%
ISL
1363
Ingalls & Snyder LLC
New York
$313K
BFPW
1364
BOK Financial Private Wealth
Colorado
$313K
CCB
1365
Cutter & Co Brokerage
Missouri
$312K
GA
1366
Goldstein Advisors
Wisconsin
$311K -$26.4K -160 -8%
Capstone Investment Advisors
1367
Capstone Investment Advisors
New York
$311K +$285K +1,730 New
1IA
1368
1834 Investment Advisors
Wisconsin
$310K +$285K +1,728 New
RSA
1369
River Street Advisors
Illinois
$309K -$8.25K -50 -3%
IWA
1370
IVC Wealth Advisors
Pennsylvania
$308K +$825 +5 +0.3%
SWM
1371
SeaCrest Wealth Management
New York
$308K +$34.3K +208 +14%
CFG
1372
CKW Financial Group
Hawaii
$308K -$33K -200 -11%
HTIM
1373
Harbour Trust & Investment Management
Indiana
$308K -$2.31K -14 -0.8%
IF
1374
Intrua Financial
Texas
$307K +$282K +1,711 New
LC
1375
LCNB Corp
Ohio
$307K -$8.25K -50 -3%

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.