Why Top Investors Are Buying FISERV INC (FI)

According to their latest 13F filings, institutional investors made a series of notable moves in Fiserv Inc. (FI), reflecting ongoing interest in the financial technology leader. Known for its payment processing, digital banking solutions, and broad fintech footprint, FI continues to attract a diverse range of hedge funds and asset managers positioning for long-term growth.

Let’s examine some of the most notable changes:

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Baupost Group LLC/MA (Seth Klarman)

• Shares: 895,000
• Change: New Position
• Value: $0.15B

Seth Klarman initiated a substantial new position, signaling high conviction in FI as a value opportunity.

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Point72 Asset Management, L.P. (Steve Cohen)

• Shares: 455,811
• Change: New Position
• Value: $0.08B

Steve Cohen’s Point72 entered FI with a meaningful allocation, highlighting hedge fund interest in fintech plays.

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Ariel Appreciation Fund (John W. Rogers Jr.)

• Shares: 97,884
• Change: New Position
• Value: $0.02B

John Rogers Jr.’s Ariel Fund initiated a new stake, aligning FI with its long-term value investing philosophy.

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Bridgewater Associates, LP (Ray Dalio)

• Shares: 1,261,873
• Change: ↑ +98,525 (Previously: 1,163,348)
• Value: $0.22B

Dalio’s Bridgewater significantly boosted its FI stake, signaling increased confidence in fintech’s role in global payment infrastructure.

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Gotham Asset Management, LLC (Joel Greenblatt)

• Shares: 99,802
• Change: ↑ +25,128 (Previously: 74,674)
• Value: $0.02B

Joel Greenblatt’s fund added materially to its position, suggesting a valuation-driven bet on FI’s cash flow resiliency.

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Giverny Capital Inc. (Francois Rochon)

• Shares: 648,574
• Change: ↑ +18,941 (Previously: 629,633)
• Value: $0.11B

Francois Rochon lifted exposure modestly, maintaining FI as a core holding within a concentrated portfolio.

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Olstein Capital Management, L.P. (Rob Olstein)

• Shares: 31,500
• Change: ↑ +12,500 (Previously: 19,000)
• Value: $0.00B

Olstein’s firm nearly doubled its stake, reflecting renewed conviction in FI’s valuation and growth prospects.

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Cooperman Leon G (Leon Cooperman)

• Shares: 390,000
• Change: ↑ +10,000 (Previously: 380,000)
• Value: $0.07B

Leon Cooperman added to his already substantial position, underscoring steady belief in FI’s fundamentals.

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AQR Capital Management LLC (Cliff Asness)

• Shares: 394,555
• Change: ↑ +5,863 (Previously: 388,692)
• Value: $0.07B

Asness made a smaller adjustment upward, continuing to hold FI as part of a diversified systematic strategy.

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Fisher Asset Management, LLC (Ken Fisher)

• Shares: 2,086
• Change: ↑ +882 (Previously: 1,204)
• Value: $0.00B

Ken Fisher added to a relatively minor position, though the percentage increase was notable given the small base.

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GAMCO Investors, Inc. ET AL (Mario Gabelli)

• Shares: 5,200
• Change: ↑ +350 (Previously: 4,850)
• Value: $0.00B

Mario Gabelli’s GAMCO inched its stake higher, maintaining a small but steady exposure.