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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
LI
1501
LRI Investments
Florida
$127K +$83K +548 +182%
NIMI
1502
Natixis Investment Managers International
France
$124K -$26.3K -174 -17%
ZB
1503
Zions Bancorporation
Utah
$124K -$15.7K -104 -11%
FNWA
1504
Financial Network Wealth Advisors
Utah
$122K +$124K +819 New
RBC
1505
Roble Belko & Company
Pennsylvania
$119K
AIM
1506
Arcadia Investment Management
Michigan
$116K
C
1507
Covestor
United Kingdom
$115K -$13.5K -89 -10%
GI
1508
Gradient Investments
Minnesota
$114K +$14.2K +94 +14%
WOSD
1509
WFA of San Diego
California
$107K +$109K +720 New
WAM
1510
WFA Asset Management
Wisconsin
$106K
BONH
1511
Bank of New Hampshire
New Hampshire
$106K
GITFIT
1512
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$104K
FPB
1513
First PREMIER Bank
South Dakota
$98K +$8.78K +58 +10%
WWP
1514
WR Wealth Planners
Missouri
$95.8K -$10.9K -72 -10%
EBA
1515
Eagle Bay Advisors
New York
$95.1K -$2.73K -18 -3%
PGAM
1516
Princeton Global Asset Management
New Jersey
$92K +$2.57K +17 +3%
LSA
1517
Leonteq Securities AG
Switzerland
$91.1K -$29.5K -195 -24%
GTAM
1518
Global Trust Asset Management
Florida
$90.3K
MCM
1519
MV Capital Management
Maryland
$88.5K +$454 +3 +0.5%
GIA
1520
GHP Investment Advisors
Colorado
$87.6K +$12.3K +81 +16%
TFIPS
1521
Towarzystwo Funduszy Inwestycyjnych PZU SA
$85K
AWM
1522
AllSquare Wealth Management
New York
$82.7K
PO
1523
Private Ocean
California
$80.9K
MFG
1524
Mendota Financial Group
Wisconsin
$76.9K
RFG
1525
RFP Financial Group
Georgia
$68.9K -$6.36K -42 -8%

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.