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FISV

Fiserv Inc

1,666 hedge funds and large institutions have $77.3B invested in Fiserv Inc in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 640 increasing their positions, 620 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 92

31% more call options, than puts

Call options by funds: $303M | Put options by funds: $231M

1% more funds holding

Funds holding: 1,6451,666 (+21)

3% more repeat investments, than reductions

Existing positions increased: 640 | Existing positions reduced: 620

1.69% less ownership

Funds ownership: 90.31%88.62% (-1.7%)

9% less capital invested

Capital invested by funds: $85B → $77.3B (-$7.72B)

16% less funds holding in top 10

Funds holding in top 10: 10891 (-17)

Holders
1,666
Holders Change
+21
Holders Change %
+1.28%
% of All Funds
24.05%
Holding in Top 10
91
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.74%
% of All Funds
1.31%
New
138
Increased
640
Reduced
620
Closed
92
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1476
City State Bank
Iowa
$200K
WIA
1477
Wetzel Investment Advisors
Indiana
$194K -$39.7K -262 -18%
MAM
1478
Meeder Asset Management
Ohio
$192K -$43.9K -290 -18%
QC
1479
Quent Capital
New York
$187K +$7.12K +47 +4%
FMP
1480
Financial Management Professionals
Texas
$187K -$605 -4 -0.3%
SSB
1481
Sandy Spring Bank
Maryland
$182K -$7.57K -50 -4%
SNB
1482
Security National Bank
Nebraska
$179K
WSCM
1483
Wellington Shields Capital Management
New York
$179K
T
1484
TOBAM
France
$177K -$102K -674 -36%
HBW
1485
Hazlett, Burt & Watson
West Virginia
$176K
SOS
1486
Silver Oak Securities
Tennessee
$172K -$29.1K -192 -14%
JFA
1487
JNBA Financial Advisors
Minnesota
$166K
OIAM
1488
OFI Invest Asset Management
France
$163K -$22.1K -146 -11%
RIL
1489
Rothschild Investment LLC
Illinois
$162K +$46.9K +310 +40%
FFA
1490
First Foundation Advisors
California
$158K -$54K -357 -25%
OA
1491
Operose Advisors
Wisconsin
$150K +$90.8K +600 +148%
CWP
1492
Concord Wealth Partners
Virginia
$149K -$80.5K -532 -35%
AP
1493
Atwood & Palmer
Missouri
$149K
RTC
1494
Riverview Trust Company
Washington
$146K
CA
1495
Continuum Advisory
Idaho
$143K +$454 +3 +0.3%
TFA
1496
Transamerica Financial Advisors
Florida
$142K
EPW
1497
Evergreen Private Wealth
Colorado
$141K -$303 -2 -0.2%
IUHSA
1498
Itau Unibanco Holding S.A.
Brazil
$137K +$139K +918 New
TLA
1499
Tanglewood Legacy Advisors
Texas
$130K
EWM
1500
Evermay Wealth Management
Virginia
$128K

FISV Hedge Fund Activity: Q2 2024 in Review

1,666 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2024, worth a combined $77.3B — down 9.1% from $85B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new FISV positions and 92 closed out — a net gain of 46 holders — while 640 added to existing stakes and 620 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $242M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.

  • 1,666 institutional investors held Fiserv Inc (FISV) as of Q2 2024, up from 1,645 in Q1 2024.
  • Funds reported $77.3B of Fiserv Inc stock for Q2 2024, down 9.1% quarter-over-quarter.
  • 138 funds opened new Fiserv Inc positions in Q2 2024 and 92 closed out, a net change of +46 holders.
  • The largest Fiserv Inc buyer in Q2 2024 was Goldman Sachs, an estimated $242M added.
  • The largest Fiserv Inc seller in Q2 2024 was T. Rowe Price Associates, an estimated $1.05B sold.

Based on aggregated 13F filings for Q2 2024.