Core Insights - Several top investors have increased their holdings in Fiserv Inc. (FISV), indicating rising confidence in the company's payments ecosystem and strong financial metrics [1][2][3][4][5][6][7][8][9] Investor Activity - AQR Capital Management LLC, led by Cliff Asness, added 1,166,433 shares, reflecting strong quantitative support for Fiserv's high-margin business and consistent cash-flow compounding, with a total value of $0.20 billion [1] - Bridgewater Associates, LP, under Ray Dalio, increased its position by 331,284 shares, valued at $0.21 billion, highlighting Fiserv's stable, fee-driven financial technology and inflation-resistant pricing [2] - Gotham Asset Management, LLC, managed by Joel Greenblatt, raised its stake by 110,574 shares, valued at $0.03 billion, aligning with a value-plus-quality investment strategy [3] - Ariel Appreciation Fund, led by John W. Rogers Jr., added 36,056 shares, valued at $0.02 billion, focusing on businesses with competitive advantages and recurring demand [4] - Olstein Capital Management, L.P., under Rob Olstein, increased its position by 26,500 shares, consistent with a focus on companies with strong fundamentals [5] - GAMCO Investors, Inc. ET AL, managed by Mario Gabelli, added 8,575 shares, reflecting confidence in Fiserv's role in digital payments [6] - Giverny Capital Inc., led by François Rochon, modestly increased its position by 2,683 shares, consistent with a long-term focus on high-quality businesses [7] - Fisher Asset Management, LLC, under Ken Fisher, added 749 shares, maintaining steady accumulation in a resilient fintech franchise [8] - Appaloosa LP, managed by David Tepper, established a new position of 925,000 shares, valued at $0.12 billion, signaling conviction in Fiserv's scalable infrastructure and cash-flow trajectory [9]
Major Superinvestors Increase Stakes in Fiserv (FISV)