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FISV

Fiserv Inc

550 hedge funds and large institutions have $11.5B invested in Fiserv Inc in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.43B)

1% more funds holding

Funds holding: 547550 (+3)

11% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $36.8M

22% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 240

Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.83%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
226
Hunter Associates Investment Management
Pennsylvania
$3.42M -$1.65M -68,172 -34%
PAIM
227
Punch & Associates Investment Management
Minnesota
$3.42M -$555K -22,928 -15%
OTPPB
228
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.41M -$66.2K -2,736 -2%
HBT
229
Hills Bank & Trust
Iowa
$3.39M -$23.2K -960 -0.7%
CA
230
Callahan Advisors
Texas
$3.37M +$29K +1,200 +0.9%
RCM
231
Riverhead Capital Management
Delaware
$3.33M
Royal London Asset Management
232
Royal London Asset Management
United Kingdom
$3.28M +$20.5K +848 +0.7%
MIP
233
Marietta Investment Partners
Wisconsin
$3.26M
WB
234
Webster Bank
Connecticut
$3.25M +$126K +5,200 +4%
CCMH
235
Cornerstone Capital Management Holdings
New York
$3.22M -$85K -3,516 -3%
RA
236
Royce & Associates
New York
$3.15M +$168K +6,960 +6%
Mitsubishi UFJ Asset Management
237
Mitsubishi UFJ Asset Management
Japan
$3.11M +$158K +6,544 +6%
PWS
238
Peloton Wealth Strategists
Indiana
$3.09M -$203K -8,400 -6%
PI
239
Placemark Investments
Illinois
$3.07M +$559K +23,108 +23%
WC
240
Whitnell & Co
Illinois
$3.07M -$17.5K -724 -0.6%
DA
241
DSC Advisors
Illinois
$3.06M -$2.9M -120,000 -50%
MBE
242
Michael B. Elefante
$3.05M +$679K +28,060 +30%
ACM
243
Ativo Capital Management
Illinois
$3.02M -$234K -9,676 -7%
B
244
Barings
North Carolina
$3M -$232K -9,600 -7%
SAM
245
Strategy Asset Managers
California
$2.94M -$6.87K -284 -0.2%
DekaBank Deutsche Girozentrale
246
DekaBank Deutsche Girozentrale
Germany
$2.87M +$137K +5,672 +5%
FHA
247
First Horizon Advisors
Tennessee
$2.8M +$2.58M +106,752 +2,527%
Robeco Institutional Asset Management
248
Robeco Institutional Asset Management
Netherlands
$2.78M
WCM
249
Wisconsin Capital Management
Wisconsin
$2.78M +$2.66M +109,920 New
Jones Financial Companies
250
Jones Financial Companies
Missouri
$2.75M +$445K +18,396 +20%

FISV Hedge Fund Activity: Q3 2013 in Review

550 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2013, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FISV positions and 25 closed out — a net gain of 10 holders — while 187 added to existing stakes and 240 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $111M. The largest seller was AllianceBernstein, cutting an estimated $133M.

  • 550 institutional investors held Fiserv Inc (FISV) as of Q3 2013, up from 547 in Q2 2013.
  • Funds reported $11.5B of Fiserv Inc stock for Q3 2013, up 14% quarter-over-quarter.
  • 35 funds opened new Fiserv Inc positions in Q3 2013 and 25 closed out, a net change of +10 holders.
  • The largest Fiserv Inc buyer in Q3 2013 was Egerton Capital (UK), an estimated $111M added.
  • The largest Fiserv Inc seller in Q3 2013 was AllianceBernstein, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.