We are live on ! Find out more
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
SN
1626
Sittner & Nelson
Oregon
$34.5K
CMA
1627
Cedar Mountain Advisors
Oregon
$34.3K +$9.4K +57 +43%
WAG
1628
Wiser Advisor Group
Arizona
$34.1K
AA
1629
Ancora Advisors
Ohio
$32.9K +$660 +4 +2%
MAM
1630
Meeder Asset Management
Ohio
$32.9K -$182K -1,105 -86%
PWMG
1631
Prestige Wealth Management Group
New Jersey
$32.7K -$248K -1,505 -89%
MSG
1632
Main Street Group
Virginia
$32.5K +$10.4K +63 +53%
GCM
1633
Gables Capital Management
Florida
$30.7K +$28.2K +171 New
CYG
1634
Clean Yield Group
Vermont
$30.5K +$22.8K +138 +431%
PPA
1635
Painted Porch Advisors
California
$30K
S
1636
Sachetta
Massachusetts
$27.7K +$1.81K +11 +8%
BWAM
1637
Boyd Watterson Asset Management
Ohio
$26.8K
TFA
1638
Transamerica Financial Advisors
Florida
$26K -$133K -805 -85%
MA
1639
MCF Advisors
Kentucky
$25.9K
HDIM
1640
Hanson & Doremus Investment Management
Vermont
$25K
AWM
1641
Abound Wealth Management
Tennessee
$24.7K +$2.8K +17 +14%
CB
1642
CNB Bank
Pennsylvania
$24.6K
QL
1643
Quarry LP
New York
$24.3K -$1.81K -11 -8%
CCM
1644
Chilton Capital Management
Texas
$24.1K +$22.1K +134 New
DF
1645
Dunhill Financial
United Kingdom
$23.4K +$11.2K +68 +108%
LAM
1646
Lummis Asset Management
Texas
$23.2K
TFGT
1647
TS Financial Group (TSFG)
Illinois
$23K
PCWA
1648
Pacific Capital Wealth Advisors
California
$22.8K +$1.32K +8 +7%
AS
1649
Altshuler Shaham
Israel
$22.1K -$2.64K -16 -12%
WBC
1650
West Branch Capital
Massachusetts
$21.6K

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.