We are live on ! Find out more
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
BCMLT
1601
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.9K -$8.48K -56 -36%
GGI
1602
Godsey & Gibb Inc
Virginia
$14.9K
SVCP
1603
Silicon Valley Capital Partners
California
$14.9K
PA
1604
Pineridge Advisors
Missouri
$14.6K
BHWM
1605
Beaird Harris Wealth Management
Texas
$14.5K +$14.7K +97 New
AP
1606
Aspect Partners
Virginia
$13.9K
JWM
1607
Janiczek Wealth Management
Colorado
$13.6K +$4.54K +30 +49%
PG
1608
Proffitt & Goodson
Tennessee
$13.6K +$13.8K +91 New
DAM
1609
Delta Asset Management
Tennessee
$13.4K
PP
1610
PFS Partners
New Jersey
$13.4K
ADL
1611
Asset Dedication LLC
California
$12.8K -$151 -1 -1%
BIM
1612
Breakwater Investment Management
Washington
$11.9K
TIM
1613
Tortoise Investment Management
New York
$11.9K
RI
1614
Ridgewood Investments
New Jersey
$11.6K +$11.8K +78 New
AT
1615
Arlington Trust
Alabama
$10.9K
RTL
1616
Red Tortoise LLC
Georgia
$9.99K
RFG
1617
REAP Financial Group
Texas
$9.65K -$454 -3 -4%
DF
1618
Dunhill Financial
United Kingdom
$9.44K +$1.82K +12 +24%
RFS
1619
Richardson Financial Services
Massachusetts
$9.39K
RWML
1620
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$9.39K
CTWM
1621
Cherry Tree Wealth Management
Minnesota
$8.2K +$8.33K +55 New
AWM
1622
Activest Wealth Management
Florida
$7.6K
YAL
1623
Your Advocates Ltd
Texas
$7.45K
SL
1624
Salomon & Ludwin
Virginia
$7.3K -$45.4K -300 -86%
AW
1625
Avion Wealth
Texas
$7K +$1.36K +9 +19%

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.