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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
NHC
1376
Nicholas Hoffman & Company
Georgia
$306K
TW
1377
TritonPoint Wealth
Maryland
$306K +$19.1K +116 +7%
WAP
1378
Wealthcare Advisory Partners
Pennsylvania
$306K +$18K +109 +7%
FTIS
1379
First Trust Investment Solutions
Florida
$305K -$4.12K -25 -1%
USB
1380
Union Savings Bank
Connecticut
$305K
FRA
1381
Front Row Advisors
California
$305K -$1.81K -11 -0.6%
SCP
1382
Sivia Capital Partners
California
$305K -$165 -1 -0.1%
MAM
1383
Marquette Asset Management
Minnesota
$304K +$279K +1,690 New
TFA
1384
Tranquilli Financial Advisor
New Jersey
$303K -$2.64K -16 -0.9%
RIA
1385
Richwood Investment Advisors
Ohio
$301K
CPIG
1386
Chicago Partners Investment Group
Illinois
$301K -$7.92K -48 -3%
JCM
1387
Jacobsen Capital Management
Utah
$300K -$44.4K -269 -14%
BWG
1388
Boomfish Wealth Group
Georgia
$300K -$5.28K -32 -2%
ALC
1389
Alexander Labrunerie & Co
Missouri
$300K
LA
1390
Latitude Advisors
Florida
$299K -$165 -1 -0.1%
GFG
1391
Goldstone Financial Group
Illinois
$296K
BIA
1392
Bigelow Investment Advisors
Maine
$296K +$28.7K +174 +12%
WB
1393
West Bancorporation
Iowa
$296K +$10.1K +61 +4%
CWM
1394
Chemistry Wealth Management
New York
$295K +$21.9K +133 +9%
IC
1395
Iconiq Capital
California
$294K +$270K +1,639 New
PFS
1396
Prospera Financial Services
Texas
$294K -$660 -4 -0.2%
PIWA
1397
Prevail Innovative Wealth Advisors
Kansas
$294K -$330 -2 -0.1%
OSNBOA
1398
Old Second National Bank of Aurora
Illinois
$293K
CC
1399
Callan Capital
California
$293K +$269K +1,629 New
AWA
1400
Arete Wealth Advisors
Illinois
$291K -$178K -1,079 -40%

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.