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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
SBIA
1451
Sheaff Brock Investment Advisors
Indiana
$248K
CLOS
1452
Compagnie Lombard Odier SCmA
Switzerland
$248K -$38.4K -233 -14%
FFA
1453
Frazier Financial Advisors
Ohio
$248K -$2.8K -17 -1%
EA
1454
Ergawealth Advisors
Illinois
$248K
SWA
1455
SFMG Wealth Advisors
Texas
$247K +$2.64K +16 +1%
RZH
1456
Relyea Zuckerberg Hanson
Connecticut
$246K +$226K +1,371 New
JSW
1457
Journey Strategic Wealth
New Jersey
$246K +$225K +1,367 New
DFA
1458
DHJJ Financial Advisors
Illinois
$245K -$495 -3 -0.2%
CA
1459
Continuum Advisory
Idaho
$245K +$33.2K +201 +21%
SGI
1460
Summit Global Investments
Utah
$244K -$1.81K -11 -0.8%
GIA
1461
Gateway Investment Advisers
Ohio
$244K -$27.2K -165 -11%
JWA
1462
JFS Wealth Advisors
Pennsylvania
$243K +$825 +5 +0.4%
AUB
1463
Atlantic Union Bankshares
Virginia
$243K
SWM
1464
Seed Wealth Management
Illinois
$243K
CSB
1465
City State Bank
Iowa
$242K
NICM
1466
Neo Ivy Capital Management
New York
$240K +$221K +1,340 New
CC
1467
Courier Capital
New York
$238K +$219K +1,327 New
SAI
1468
Savvy Advisors Inc
New York
$238K +$218K +1,324 New
OAS
1469
Optivise Advisory Services
Tennessee
$238K -$40.6K -246 -16%
OCM
1470
Osterweis Capital Management
California
$237K -$41.4K -251 -16%
WP
1471
WMS Partners
Maryland
$236K +$217K +1,314 New
GA
1472
GSG Advisors
New Jersey
$236K +$214K +1,300 New
CCA
1473
Cobblestone Capital Advisors
New York
$235K +$216K +1,310 New
WA1
1474
Wimmer Associates 1
California
$235K +$216K +1,310 New
AMM
1475
American Money Management
California
$235K +$216K +1,309 New

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.