We are live on ! Find out more
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
RTC
1551
Riverview Trust Company
Washington
$160K -$15K -91 -9%
TLA
1552
Tanglewood Legacy Advisors
Texas
$157K
EWM
1553
Evermay Wealth Management
Virginia
$154K
FNWA
1554
Financial Network Wealth Advisors
Utah
$150K +$2.8K +17 +2%
C
1555
Covestor
United Kingdom
$150K +$9.73K +59 +8%
NIMI
1556
Natixis Investment Managers International
France
$149K
RBC
1557
Roble Belko & Company
Pennsylvania
$144K
OWP
1558
ORG Wealth Partners
Texas
$142K +$130K +790 New
AIM
1559
Arcadia Investment Management
Michigan
$140K
LWANC
1560
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K +$55.9K +339 +77%
PMFA
1561
Plante Moran Financial Advisors
Michigan
$140K +$79K +479 +160%
A
1562
AlphaQuest
New York
$131K +$120K +728 +72,800%
WOSD
1563
WFA of San Diego
California
$129K
WAM
1564
WFA Asset Management
Wisconsin
$128K
ZB
1565
Zions Bancorporation
Utah
$128K -$20K -121 -15%
BONH
1566
Bank of New Hampshire
New Hampshire
$128K
GITFIT
1567
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$126K
WSC
1568
Wellington Shields & Co
New York
$123K +$49.5K +300 +79%
FPB
1569
First PREMIER Bank
South Dakota
$118K
WWP
1570
WR Wealth Planners
Missouri
$116K +$495 +3 +0.5%
ACM
1571
Accent Capital Management
Ohio
$115K -$560K -3,397 -84%
EBA
1572
Eagle Bay Advisors
New York
$113K -$1.16K -7 -1%
MCM
1573
MV Capital Management
Maryland
$113K +$5.77K +35 +6%
WI
1574
Wintrust Investments
Illinois
$111K -$935K -5,668 -90%
PGAM
1575
Princeton Global Asset Management
New Jersey
$111K

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.