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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
BL
1601
BFSG LLC
California
$60.9K -$5.94K -36 -10%
WPA
1602
West Paces Advisors
Georgia
$60K
DCM
1603
Davis Capital Management
Florida
$59.3K
FFO
1604
Fortitude Family Office
Arizona
$59.1K
GSEP
1605
Golden State Equity Partners
California
$58.6K +$53.8K +326 New
RA
1606
Rise Advisors
New York
$56.6K
GKIM
1607
GW&K Investment Management
Massachusetts
$56K +$7.42K +45 +17%
HCM
1608
Hollencrest Capital Management
California
$55.5K +$12.7K +77 +33%
IWP
1609
IAG Wealth Partners
Wisconsin
$54.8K -$3.79K -23 -7%
BIA
1610
Bell Investment Advisors
California
$54.3K +$1.32K +8 +3%
EB
1611
Eastern Bank
Massachusetts
$49.8K +$45.7K +277 New
ME
1612
McIlrath & Eck
Washington
$48.9K
WWM
1613
Wolff Wiese Magana
California
$45.1K +$37.3K +226 +904%
MMG
1614
Monetary Management Group
Missouri
$44.9K
WTA
1615
Washington Trust Advisors
Massachusetts
$44.6K +$1.32K +8 +3%
NIC
1616
Northwest Investment Counselors
Oregon
$43.8K +$40.2K +244 New
CH
1617
Canton Hathaway
Rhode Island
$43K
PB
1618
Pinnacle Bancorp
Nebraska
$42.6K
RWA
1619
Redmont Wealth Advisors
Illinois
$41.5K
PWMG
1620
Private Wealth Management Group
New Jersey
$39.9K -$165 -1 -0.4%
CPA
1621
Clear Point Advisors
New York
$39.5K
KSB
1622
Kennebec Savings Bank
Maine
$39.5K +$36.3K +220 New
RDIA
1623
RE Dickinson Investment Advisors
Iowa
$36.6K
EWP
1624
Elevation Wealth Partners
California
$35.9K
FDCP
1625
Foster Dykema Cabot & Partners
Massachusetts
$35.9K

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.