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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
CCA
1476
Catalyst Capital Advisors
New York
$234K -$72.9K -442 -25%
FW
1477
FullCircle Wealth
Texas
$234K +$192K +1,161 New
SB
1478
Simmons Bank
Arkansas
$234K -$37.1K -225 -15%
AIA
1479
Affinity Investment Advisors
California
$232K +$213K +1,293 New
SIG
1480
Stonegate Investment Group
Alabama
$229K -$60.4K -366 -22%
CWP
1481
Concord Wealth Partners
Virginia
$229K +$45K +273 +27%
IC
1482
Inscription Capital
Texas
$229K +$210K +1,273 New
AAMA
1483
Advanced Asset Management Advisors
Ohio
$227K
FPGT
1484
Financial Partners Group (Tennessee)
Tennessee
$227K +$208K +1,264 New
KOMWMG
1485
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$227K +$208K +1,261 New
TAM
1486
Trillium Asset Management
Massachusetts
$225K +$207K +1,255 New
CCAM
1487
Cascades Capital Asset Management
North Carolina
$225K +$206K +1,250 New
FFA
1488
Fragasso Financial Advisors
Pennsylvania
$225K +$206K +1,250 New
CJ
1489
Caitlin John
Michigan
$224K +$136K +827 +366%
UF
1490
Univest Financial
Pennsylvania
$224K +$206K +1,248 New
FMP
1491
Financial Management Professionals
Texas
$224K -$1.32K -8 -0.6%
BAM
1492
Berkshire Asset Management
Pennsylvania
$224K
CWS
1493
Cypress Wealth Services
California
$223K +$205K +1,242 New
MCM
1494
Monument Capital Management
Virginia
$223K +$205K +1,241 New
FFWA
1495
Forthright Family Wealth Advisory
Texas
$223K +$177K +1,074 New
LSA
1496
Lion Street Advisors
Texas
$222K +$203K +1,233 New
CPW
1497
Crestmont Private Wealth
Texas
$221K +$203K +1,228 New
NAM
1498
NTV Asset Management
West Virginia
$221K +$203K +1,228 New
RRCM
1499
Rappaport Reiches Capital Management
Illinois
$220K +$202K +1,227 New
WMWM
1500
Whitaker-Myers Wealth Managers
Ohio
$219K +$201K +1,220 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.