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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
SN
1576
Sittner & Nelson
Oregon
$28.6K
WAG
1577
Wiser Advisor Group
Arizona
$28.3K
AA
1578
Ancora Advisors
Ohio
$26.7K -$32.2K -213 -54%
PPA
1579
Painted Porch Advisors
California
$24.9K +$25.3K +167 New
RWMG
1580
Redwood Wealth Management Group
New Jersey
$23.4K +$23.8K +157 New
S
1581
Sachetta
Massachusetts
$23.3K +$9.23K +61 +74%
IWA
1582
IBEX Wealth Advisors
New Jersey
$22.7K +$23K +152 New
BWAM
1583
Boyd Watterson Asset Management
Ohio
$22.2K
QL
1584
Quarry LP
New York
$21.8K +$17.6K +116 +387%
MA
1585
MCF Advisors
Kentucky
$21.5K
BEI
1586
Benjamin Edwards Inc
Missouri
$21K +$2.57K +17 +13%
HDIM
1587
Hanson & Doremus Investment Management
Vermont
$21K +$9.08K +60 +75%
AS
1588
Altshuler Shaham
Israel
$20.7K +$21K +139 New
GJIA
1589
Glass Jacobson Investment Advisors
Maryland
$20.6K -$14.8K -98 -42%
CB
1590
CNB Bank
Pennsylvania
$20.4K
CMA
1591
Cedar Mountain Advisors
Oregon
$20K
GBT
1592
Grove Bank & Trust
Florida
$20K
LAM
1593
Lummis Asset Management
Texas
$19.2K -$757 -5 -4%
TFGT
1594
TS Financial Group (TSFG)
Illinois
$19K
AWM
1595
Abound Wealth Management
Tennessee
$17.9K -$454 -3 -2%
WBC
1596
West Branch Capital
Massachusetts
$17.9K
PCWA
1597
Pacific Capital Wealth Advisors
California
$17.7K +$15.9K +105 +750%
MSG
1598
Main Street Group
Virginia
$17.4K
MFT
1599
Moisand Fitzgerald Tamayo
Florida
$16.4K -$303 -2 -2%
FMTCOCP
1600
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K

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.