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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
LNC
1701
Lincoln National Corp
Pennsylvania
-$537K -3,359 Closed
CIS
1702
Custom Index Systems
New York
-$510K -3,193 Closed
MFWP
1703
Mosaic Family Wealth Partners
Missouri
-$434K -2,715 Closed
EAM
1704
Empirical Asset Management
Massachusetts
-$413K -2,587 Closed
RVPG
1705
Relative Value Partners Group
-$351K -2,476 Closed
MS
1706
Maven Securities
Jersey
-$366K -2,421 Closed
SG
1707
Sienna Gestion
France
-$366K -2,290 Closed
HT
1708
Headlands Technologies
Illinois
-$358K -2,241 Closed
FWM
1709
Fairhaven Wealth Management
Illinois
-$355K -2,224 Closed
PAM
1710
Paradigm Asset Management
New York
-$344K -2,150 Closed
CA
1711
CoreCap Advisors
Michigan
-$340K -2,128 Closed
WIC
1712
Woodmont Investment Counsel
Tennessee
-$336K -2,104 Closed
DWA
1713
Delap Wealth Advisory
Oregon
-$318K -1,990 Closed
AMM
1714
American Money Management
California
-$314K -1,963 Closed
SIA
1715
Spectrum Investment Advisors
Wisconsin
-$311K -1,943 Closed
PCMH
1716
Polymer Capital Management (HK)
Hong Kong
-$300K -1,874 Closed
Fisher Asset Management
1717
Fisher Asset Management
Washington
-$287K -1,796 Closed
JCIA
1718
Jackson Creek Investment Advisors
Colorado
-$274K -1,717 Closed
FBC
1719
Fairfield, Bush & Co
Connecticut
-$262K -1,640 Closed
IGWM
1720
ICA Group Wealth Management
Colorado
-$261K -1,636 Closed
WG
1721
Winton Group
United Kingdom
-$257K -1,607 Closed
RRCM
1722
Rappaport Reiches Capital Management
Illinois
-$257K -1,605 Closed
EFA
1723
Edge Financial Advisors
Illinois
-$256K -1,600 Closed
AC
1724
ASB Consultores
Florida
-$247K -1,544 Closed
AL
1725
Aspiriant LLC
California
-$238K -1,492 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.