We are live on ! Find out more
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
OL
1426
OneFund LLC
Florida
$272K -$9.24K -56 -4%
AA
1427
Advisory Alpha
Michigan
$271K +$248K +1,506 New
VCP
1428
Verus Capital Partners
Arizona
$270K -$15K -91 -6%
NW
1429
NewEdge Wealth
Pennsylvania
$270K +$248K +1,502 New
NL
1430
NWAM LLC
Washington
$268K -$1.32K -8 -0.5%
1WM
1431
1858 Wealth Management
Ohio
$266K -$4.95K -30 -2%
FMTC
1432
Farmers & Merchants Trust Company
California
$264K
NCFG
1433
New Century Financial Group
New Jersey
$263K -$42.7K -259 -15%
WPWM
1434
Western Pacific Wealth Management
Illinois
$263K
CAM
1435
Cidel Asset Management
Ontario, Canada
$261K
JIP
1436
Jaffetilchin Investment Partners
Florida
$257K -$16.7K -101 -7%
KIA
1437
KCM Investment Advisors
California
$256K +$4.29K +26 +2%
MAM
1438
Mainsail Asset Management
Alabama
$256K +$235K +1,425 New
NG
1439
Norden Group
Utah
$256K +$235K +1,425 New
CAM
1440
Claret Asset Management
Quebec, Canada
$255K +$1.16K +7 +0.5%
SFI
1441
SPC Financial Inc
Maryland
$255K +$6.27K +38 +3%
FA
1442
FDx Advisors
Illinois
$254K -$22.4K -136 -9%
CCM
1443
Chickasaw Capital Management
Tennessee
$254K
EWS
1444
Eagle Wealth Strategies
New Jersey
$254K -$54.6K -331 -19%
RWPA
1445
Richard W. Paul & Associates
Michigan
$253K -$51.1K -310 -18%
WIA
1446
Wetzel Investment Advisors
Indiana
$252K +$32K +194 +16%
CM
1447
Crestline Management
Texas
$252K +$231K +1,400 New
GWANC
1448
Guardian Wealth Advisors (North Carolina)
North Carolina
$251K -$7.59K -46 -3%
FFA
1449
Fi3 Financial Advisors
Indiana
$249K +$229K +1,386 New
SAG
1450
SageView Advisory Group
California
$249K -$94.2K -571 -29%

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.