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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
GBT
1651
Grove Bank & Trust
Florida
$20.8K -$2.97K -18 -13%
MFT
1652
Moisand Fitzgerald Tamayo
Florida
$19.8K
FMTCOCP
1653
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K
AP
1654
Aspect Partners
Virginia
$18.9K +$1.98K +12 +13%
NAAA
1655
New Age Alpha Advisors
New York
$18.7K +$17.2K +104 New
BCMLT
1656
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K
GGI
1657
Godsey & Gibb Inc
Virginia
$18K
SVCP
1658
Silicon Valley Capital Partners
California
$18K
MSWM
1659
Mowery & Schoenfeld Wealth Management
Illinois
$18K +$16.5K +100 New
PA
1660
Pineridge Advisors
Missouri
$17.6K
DAM
1661
Delta Asset Management
Tennessee
$16.2K
PP
1662
PFS Partners
New Jersey
$16.2K
BC
1663
Barrett & Company
Rhode Island
$16.2K +$14.8K +90 New
MAM
1664
Morse Asset Management
Connecticut
$16.2K +$14.8K +90 New
NFA
1665
Northwest Financial Advisors
Virginia
$15.8K +$14.5K +88 New
ADL
1666
Asset Dedication LLC
California
$15.1K -$330 -2 -2%
CT
1667
Coastline Trust
Rhode Island
$15.1K +$13.9K +84 New
TIM
1668
Tortoise Investment Management
New York
$14.4K
CPA
1669
Capital Performance Advisors
California
$14.3K +$13K +79 New
GA
1670
GoalVest Advisory
New York
$14.2K +$13K +79 New
AT
1671
Arlington Trust
Alabama
$13.1K
CJH
1672
Christopher J. Hasenberg
Wisconsin
$12.2K +$10.7K +65 New
RTL
1673
Red Tortoise LLC
Georgia
$12K
RFG
1674
REAP Financial Group
Texas
$11.6K
RWML
1675
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$11.3K

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.