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
FW
1651
Fairway Wealth
Ohio
$2.98K +$3.03K +20 New
BHWM
1652
Bay Harbor Wealth Management
Maryland
$2.53K -$62.2K -411 -96%
GEA
1653
Glen Eagle Advisors
New Jersey
$2.38K +$2.42K +16 New
CWC
1654
Carolinas Wealth Consulting
North Carolina
$1.94K -$6.05K -40 -75%
PIS
1655
POM Investment Strategies
North Carolina
$1.94K
CSC
1656
Caldwell Sutter Capital
California
$1.49K
GFPC
1657
Global Financial Private Client
Florida
$1.49K
LIA
1658
Lynx Investment Advisory
District of Columbia
$1.49K +$1.51K +10 New
NL
1659
NVWM LLC
Pennsylvania
$1.04K
MHR
1660
Matthew Hamilton Rosenberg
$883
FHC
1661
First Heartland Consultants
Missouri
$622 +$1.06K +7 +0.2%
HWP
1662
Highline Wealth Partners
California
$596 +$303 +2 +100%
WA
1663
WestEnd Advisors
North Carolina
$447 +$151 +1 +50%
A
1664
AlphaQuest
New York
$149 -$1.06K -7 -88%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1665
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$149
RWM
1666
Ruedi Wealth Management
Illinois
$149 +$151 +1 New
PC
1667
PointState Capital
New York
-$51.8M -324,119 Closed
AIG
1668
American International Group
New York
-$27.8M -174,051 Closed
SI
1669
Sora Investors
Pennsylvania
-$26.5M -165,969 Closed
GAA
1670
Global Assets Advisory
Florida
-$973K -154,289 Closed
GC
1671
Gillson Capital
Illinois
-$24.3M -151,800 Closed
Point72 Asset Management
1672
Point72 Asset Management
Connecticut
-$22.9M -151,363 Closed
TPSF
1673
Texas Permanent School Fund
Texas
-$19.8M -124,075 Closed
PE
1674
Point72 Europe
United Kingdom
-$8.79M -55,000 Closed
KOC
1675
Koss-Olinger Consulting
Florida
-$7.35M -45,981 Closed

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.