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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
SAG
1626
Spotlight Asset Group
Illinois
$6.56K
BWL
1627
Bogart Wealth LLC
Virginia
$6.26K
VNA
1628
Valley National Advisers
Pennsylvania
$6K +$757 +5 +13%
SHIM
1629
Stone House Investment Management
Pennsylvania
$5.96K
MFS
1630
Mattson Financial Services
Michigan
$5.96K +$6.05K +40 New
DPW
1631
DiNuzzo Private Wealth
Pennsylvania
$5.66K +$908 +6 +19%
HGA
1632
Hobbs Group Advisors
South Carolina
$5.66K +$5.75K +38 New
HI
1633
Hoey Investments
Pennsylvania
$5.51K -$15.1K -100 -73%
SIC
1634
SJS Investment Consulting
Ohio
$5.22K
VWA
1635
Valued Wealth Advisors
Utah
$5.07K
EL
1636
EMFO LLC
Florida
$4.92K +$5K +33 New
CYG
1637
Clean Yield Group
Vermont
$4.77K +$4.84K +32 New
HWM
1638
HighMark Wealth Management
Minnesota
$4.47K -$5.75K -38 -56%
SS
1639
Sunbelt Securities
Texas
$4.32K
TCA
1640
Trifecta Capital Advisors
Illinois
$4.17K
RAM
1641
Riggs Asset Management
Pennsylvania
$4.17K +$1.97K +13 +87%
HGERS
1642
Householder Group Estate & Retirement Specialist
Arizona
$4K
TCM
1643
TD Capital Management
Tennessee
$3.88K
TFM
1644
TFC Financial Management
Massachusetts
$3.73K
WWM
1645
Wolff Wiese Magana
California
$3.73K
WCM
1646
Westend Capital Management
California
$3.68K
PCMC
1647
Planning Capital Management Corporation
Pennsylvania
$3.58K
CPG
1648
Cornerstone Planning Group
New Jersey
$3.25K +$1.82K +12 +133%
NMG
1649
New Millennium Group
Utah
$3.13K +$3.18K +21 New
ECM
1650
Everence Capital Management
Indiana
$3.02K

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.