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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
KWMG
1526
King Wealth Management Group
Florida
$207K +$190K +1,154 New
BCG
1527
Breakwater Capital Group
New Jersey
$206K +$189K +1,148 New
CCFCSB
1528
Cape Cod Five Cents Savings Bank
Massachusetts
$206K -$37.8K -229 -17%
SSB
1529
Sandy Spring Bank
Maryland
$206K -$12.4K -75 -6%
WHCI
1530
W.H. Cornerstone Investments
Massachusetts
$204K +$187K +1,135 New
BW
1531
Basepoint Wealth
Iowa
$203K +$187K +1,132 New
BPWM
1532
Badgley Phelps Wealth Managers
Washington
$203K +$186K +1,130 New
FBC
1533
Fairfield, Bush & Co
Connecticut
$203K +$186K +1,130 New
CAS
1534
Coppell Advisory Solutions
Texas
$203K -$37.9K -230 -17%
RIL
1535
Rothschild Investment LLC
Illinois
$202K +$6.1K +37 +3%
FPWM
1536
FSB Premier Wealth Management
Iowa
$202K +$186K +1,125 New
YIA
1537
YHB Investment Advisors
Connecticut
$202K +$186K +1,125 New
CIP
1538
Convergence Investment Partners
Florida
$201K +$185K +1,119 New
DWP
1539
Daymark Wealth Partners
Ohio
$201K +$185K +1,119 New
NERM
1540
New England Research & Management
Illinois
$201K +$185K +1,121 New
JFA
1541
JNBA Financial Advisors
Minnesota
$200K
AP
1542
Atwood & Palmer
Missouri
$192K +$10.9K +66 +7%
LI
1543
LRI Investments
Florida
$188K +$3.23M +19,577 +2,306%
BCV
1544
Banque Cantonale Vaudoise
Switzerland
$174K -$431K -2,611 -73%
EPW
1545
Evergreen Private Wealth
Colorado
$172K +$1.49K +9 +0.9%
T
1546
TOBAM
France
$168K -$42.2K -256 -22%
GIA
1547
GHP Investment Advisors
Colorado
$168K +$57.1K +346 +59%
OA
1548
Operose Advisors
Wisconsin
$165K -$14.7K -89 -9%
HWM
1549
Hemington Wealth Management
Virginia
$161K +$134K +814 New
UOTTAIMCU
1550
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$161K -$1.62M -9,812 -92%

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.