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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
EAM
1676
EULAV Asset Management
Florida
-$5.24M -32,805 Closed
OCM
1677
Oribel Capital Management
New York
-$4.75M -29,700 Closed
TAM
1678
Tabor Asset Management
New York
-$4.61M -28,817 Closed
MLICM
1679
Metropolitan Life Insurance Company (MetLife)
New York
-$3.87M -24,206 Closed
IWS
1680
Insight Wealth Strategies
California
-$2.86M -17,924 Closed
AWC
1681
Abundance Wealth Counselors
Pennsylvania
-$1.99M -12,479 Closed
BL
1682
Balentine LLC
Georgia
-$1.97M -12,340 Closed
JFG
1683
Jefferies Financial Group
New York
-$1.68M -10,527 Closed
DWM
1684
Darwin Wealth Management
Florida
-$1.46M -9,127 Closed
EW
1685
Evoke Wealth
California
-$1.4M -8,745 Closed
GCC
1686
Guardian Capital (Canada)
Ontario, Canada
-$1.4M -8,735 Closed
MCM
1687
Mitchell Capital Management
Kansas
-$1.28M -8,002 Closed
RCM
1688
Radnor Capital Management
Pennsylvania
-$1.2M -7,524 Closed
BFM
1689
Boothbay Fund Management
New York
-$1.1M -6,871 Closed
MWM
1690
Meridian Wealth Management
Kentucky
-$886K -5,546 Closed
DFG
1691
Delta Financial Group
New Jersey
-$846K -5,293 Closed
SWM
1692
Shelton Wealth Management
Texas
-$836K -5,228 Closed
CP
1693
Cumberland Partners
Ontario, Canada
-$831K -5,200 Closed
ARC
1694
Advisor Resource Council
Texas
-$593K -4,466 Closed
ET
1695
Entropy Technologies
New York
-$682K -4,269 Closed
LOAMU
1696
Lombard Odier Asset Management (USA)
New York
-$639K -4,000 Closed
SIA
1697
Strategic Investment Advisors
Michigan
-$623K -3,901 Closed
MYLI
1698
Meiji Yasuda Life Insurance
Japan
-$591K -3,696 Closed
JAFL
1699
Jay A. Fishman Ltd
Michigan
-$567K -3,548 Closed
SQA
1700
Simon Quick Advisors
New Jersey
-$560K -3,505 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.