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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
PWMAI
1526
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$67.7K
IRC
1527
Investors Research Corp
Georgia
$67.7K
PSB
1528
Piscataqua Savings Bank
New Hampshire
$66.6K
HCP
1529
Hexagon Capital Partners
Arkansas
$66.5K -$13.6K -90 -17%
LWANC
1530
Laurel Wealth Advisors (North Carolina)
North Carolina
$65.6K
VCM
1531
Versant Capital Management
Arizona
$65.1K +$23.3K +154 +54%
TF
1532
Tompkins Financial
New York
$63.5K -$59.2K -391 -48%
HC
1533
Hoese & Co
Minnesota
$60.4K -$6.81K -45 -10%
Loomis, Sayles & Company
1534
Loomis, Sayles & Company
Massachusetts
$60K +$1.36K +9 +2%
EFP
1535
EnRich Financial Partners
Wisconsin
$59.9K
BC
1536
Broadwater Capital
Massachusetts
$59.6K
WOC
1537
West Oak Capital
California
$59.6K +$30.3K +200 +100%
KB
1538
Kimelman & Baird
New York
$59.6K +$60.5K +400 New
BGAI
1539
Bruce G. Allen Investments
Colorado
$59.3K -$2.88K -19 -5%
GAG
1540
Goodman Advisory Group
Massachusetts
$58.9K
DMBA
1541
Deseret Mutual Benefit Administrators
Utah
$57.7K
MG
1542
MilWealth Group
Wisconsin
$57.4K
WSC
1543
Wellington Shields & Co
New York
$56.9K +$34.1K +225 +143%
BL
1544
BFSG LLC
California
$55.9K
PP
1545
PrairieView Partners
Minnesota
$55K +$56.8K +375 New
CAL
1546
Capital Advisors Ltd
Ohio
$53K +$1.51K +10 +3%
WIM
1547
Westside Investment Management
California
$52.3K
OC
1548
Oakworth Capital
Alabama
$52K +$52.8K +349 New
WPA
1549
West Paces Advisors
Georgia
$49.8K
FFO
1550
Fortitude Family Office
Arizona
$49K +$18.3K +121 +58%

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.