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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
IWP
1551
IAG Wealth Partners
Wisconsin
$48.9K +$3.48K +23 +8%
DCM
1552
Davis Capital Management
Florida
$48.6K
RA
1553
Rise Advisors
New York
$46.9K
PMFA
1554
Plante Moran Financial Advisors
Michigan
$44.7K
TWP
1555
Triad Wealth Partners
Kansas
$44.1K +$44.8K +296 New
BIA
1556
Bell Investment Advisors
California
$43.8K
VWM
1557
Valley Wealth Managers
New Jersey
$42.5K
ORAM
1558
One River Asset Management
Connecticut
$40.8K +$41.5K +274 New
ME
1559
McIlrath & Eck
Washington
$40.5K
GKIM
1560
GW&K Investment Management
Massachusetts
$40K +$9.23K +61 +29%
NFSG
1561
Newbridge Financial Services Group
Florida
$38.8K +$19.2K +127 +95%
MMG
1562
Monetary Management Group
Missouri
$37.3K
CH
1563
Canton Hathaway
Rhode Island
$36K
WTA
1564
Washington Trust Advisors
Massachusetts
$35.8K -$204K -1,350 -85%
PB
1565
Pinnacle Bancorp
Nebraska
$35.3K -$150K -989 -81%
HCM
1566
Hollencrest Capital Management
California
$34.6K
RWA
1567
Redmont Wealth Advisors
Illinois
$34.4K
CJ
1568
Caitlin John
Michigan
$33.7K -$2.57K -17 -7%
PWMG
1569
Private Wealth Management Group
New Jersey
$33.2K
IFAM
1570
Institutional & Family Asset Management
Colorado
$32.9K +$6.81K +45 +26%
CPA
1571
Clear Point Advisors
New York
$32.8K
TFF
1572
The Family Firm
Maryland
$30.7K +$31.2K +206 New
RDIA
1573
RE Dickinson Investment Advisors
Iowa
$30.4K
EWP
1574
Elevation Wealth Partners
California
$29.8K
FDCP
1575
Foster Dykema Cabot & Partners
Massachusetts
$29.8K +$30.3K +200 New

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.