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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
HC
1401
Hourglass Capital
Texas
$291K
2L
1402
25 LLC
Missouri
$290K +$1.49K +9 +0.6%
ODG
1403
O'Dell Group
Ohio
$289K
SFS
1404
Security Financial Services
Indiana
$288K -$33.2K -201 -11%
VCM
1405
Vision Capital Management
Oregon
$288K
ATFA
1406
All Terrain Financial Advisors
Minnesota
$287K
AA
1407
Alta Advisers
United Kingdom
$287K
ML
1408
McAdam LLC
Pennsylvania
$286K +$7.26K +44 +3%
GLA
1409
Good Life Advisors
Pennsylvania
$286K +$263K +1,592 New
PCP
1410
Proficio Capital Partners
Massachusetts
$285K -$98.8K -599 -27%
GJWM
1411
Gilliland Jeter Wealth Management
Arkansas
$282K
NEWAS
1412
N.E.W. Advisory Services
Wisconsin
$281K
DBG
1413
De Burlo Group
Massachusetts
$281K
MS
1414
Maven Securities
Jersey
$280K +$257K +1,561 New
IP
1415
Isthmus Partners
Wisconsin
$280K
RT
1416
Rockland Trust
Massachusetts
$279K -$19.3K -117 -7%
SEIA
1417
Signature Estate & Investment Advisors
California
$277K +$5.11K +31 +2%
PSC
1418
Portman Square Capital
United Kingdom
$277K -$771K -4,672 -75%
BAM
1419
Bellevue Asset Management
Washington
$277K
TPWA
1420
TRUE Private Wealth Advisors
Oregon
$275K -$568K -3,446 -69%
BFAG
1421
Blackston Financial Advisory Group
Florida
$274K -$2.64K -16 -1%
PWA
1422
Physician Wealth Advisors
Utah
$274K -$20.5K -124 -8%
IAMOG
1423
Investors Asset Management of Georgia
Georgia
$273K +$251K +1,522 New
AIC
1424
Archer Investment Corporation
Indiana
$273K
KSWWM
1425
Keyes Stange & Wooten Wealth Management
Florida
$272K -$4.62K -28 -2%

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.