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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
GTAM
1576
Global Trust Asset Management
Florida
$109K
SOW
1577
State of Wyoming
Wyoming
$106K -$210K -1,276 -68%
HCP
1578
Hexagon Capital Partners
Arkansas
$105K +$22.6K +137 +31%
TFIPS
1579
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K
AWM
1580
AllSquare Wealth Management
New York
$99.7K
OC
1581
Oakworth Capital
Alabama
$91.1K +$26.1K +158 +45%
MFG
1582
Mendota Financial Group
Wisconsin
$86.8K -$5.44K -33 -6%
ABWM
1583
Alpine Bank Wealth Management
Colorado
$86.1K +$79K +479 New
PWMAI
1584
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$81.6K
IRC
1585
Investors Research Corp
Georgia
$81.6K
VCM
1586
Versant Capital Management
Arizona
$78.1K -$330 -2 -0.5%
TF
1587
Tompkins Financial
New York
$76.5K
Loomis, Sayles & Company
1588
Loomis, Sayles & Company
Massachusetts
$73K +$1.16K +7 +2%
HC
1589
Hoese & Co
Minnesota
$72.4K
EFP
1590
EnRich Financial Partners
Wisconsin
$72.2K
BC
1591
Broadwater Capital
Massachusetts
$71.9K
KB
1592
Kimelman & Baird
New York
$71.9K
BGAI
1593
Bruce G. Allen Investments
Colorado
$71.5K
PSB
1594
Piscataqua Savings Bank
New Hampshire
$71.3K -$8.25K -50 -11%
GAG
1595
Goodman Advisory Group
Massachusetts
$71K
DMBA
1596
Deseret Mutual Benefit Administrators
Utah
$69.5K
MG
1597
MilWealth Group
Wisconsin
$69.2K
PP
1598
PrairieView Partners
Minnesota
$67K
CAL
1599
Capital Advisors Ltd
Ohio
$66K +$2.47K +15 +4%
WIM
1600
Westside Investment Management
California
$63.1K

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.