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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
SW
1501
SMART Wealth
Nebraska
$218K -$25.4K -154 -11%
BCM
1502
Birmingham Capital Management
Alabama
$218K +$200K +1,212 New
KCM
1503
Kathmere Capital Management
Pennsylvania
$216K +$199K +1,204 New
SNB
1504
Security National Bank
Nebraska
$216K
WSCM
1505
Wellington Shields Capital Management
New York
$216K
CSI
1506
Cross Staff Investments
New York
$216K +$198K +1,200 New
MMPW
1507
Mitchell McLeod Pugh & Williams
Alabama
$216K +$198K +1,200 New
PWW
1508
Pettyjohn Wood & White
Virginia
$216K +$198K +1,200 New
PPW
1509
Presilium Private Wealth
Pennsylvania
$216K +$198K +1,200 New
RPSA
1510
Richard P. Slaughter Associates
Texas
$216K +$198K +1,200 New
SPWM
1511
Schrum Private Wealth Management
Florida
$216K +$198K +1,200 New
BS
1512
Banco Santander
Spain
$215K -$31K -188 -14%
FA
1513
Fermata Advisors
California
$215K +$197K +1,195 New
AWM
1514
Accurate Wealth Management
Florida
$213K +$181K +1,097 New
AWP
1515
Abacus Wealth Partners
California
$213K +$195K +1,183 New
HBW
1516
Hazlett, Burt & Watson
West Virginia
$212K
FG
1517
Fiduciary Group
Georgia
$212K +$194K +1,178 New
I
1518
INVST
Indiana
$211K +$194K +1,175 New
M
1519
MYeCFO
California
$211K +$194K +1,174 New
IFG
1520
Independent Financial Group
California
$211K +$193K +1,172 New
SOS
1521
Silver Oak Securities
Tennessee
$210K +$4.62K +28 +2%
VCM
1522
Virtue Capital Management
Tennessee
$209K -$33.2K -201 -15%
ASFA
1523
All Season Financial Advisors
Colorado
$209K +$192K +1,165 New
VWM
1524
Vigilare Wealth Management
Arizona
$208K +$191K +1,160 New
FWM
1525
Fairhaven Wealth Management
Illinois
$208K +$191K +1,158 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.