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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
PF
1726
Phoenix Financial
Israel
-$223K -1,400 Closed
NW
1727
NewEdge Wealth
Pennsylvania
-$208K -1,393 Closed
RFM
1728
Royal Fund Management
Florida
-$221K -1,380 Closed
IEFM
1729
IQ EQ Fund Management
Ireland
-$219K -1,369 Closed
IF
1730
Intrua Financial
Texas
-$216K -1,351 Closed
FG
1731
Fiduciary Group
Georgia
-$212K -1,328 Closed
WA1
1732
Wimmer Associates 1
California
-$209K -1,310 Closed
CC
1733
Courier Capital
New York
-$209K -1,308 Closed
Fiera Capital (Canada)
1734
Fiera Capital (Canada)
Quebec, Canada
-$208K -1,304 Closed
TAM
1735
Trillium Asset Management
Massachusetts
-$206K -1,291 Closed
FFG
1736
Fortem Financial Group
California
-$206K -1,288 Closed
CCA
1737
Cobblestone Capital Advisors
New York
-$205K -1,284 Closed
WP
1738
WMS Partners
Maryland
-$204K -1,279 Closed
FPGT
1739
Financial Partners Group (Tennessee)
Tennessee
-$202K -1,264 Closed
HW
1740
Hancock Whitney
Mississippi
-$201K -1,259 Closed
AC
1741
Armistice Capital
New York
-$200K -1,253 Closed
BWM
1742
BKM Wealth Management
Wisconsin
-$134K -839 Closed
AAG
1743
Accordant Advisory Group
Maryland
-$127K -797 Closed
NCTC
1744
New Covenant Trust Company
Indiana
-$46.5K -291 Closed
NC
1745
NewSquare Capital
Pennsylvania
-$38.4K -240 Closed
HF
1746
Halpern Financial
Virginia
-$31.9K -202 Closed
CTA
1747
Colonial Trust Advisors
South Carolina
-$28.6K -179 Closed
CCM
1748
Chilton Capital Management
Texas
-$19K -119 Closed
BP
1749
BNP Paribas
France
-$16K -100 Closed
CFD
1750
Creative Financial Designs
Indiana
-$12K -75 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.