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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$8.41M +$1.69M +24,014 +26%
WBC
227
Westpac Banking Corp
Australia
$8.23M +$1.55M +22,000 +24%
FHA
228
First Horizon Advisors
Tennessee
$8.22M -$73.2K -1,041 -0.9%
AFG
229
Albion Financial Group
Utah
$8.15M +$694K +9,862 +9%
SC
230
SouthState Corp
Florida
$8.1M -$777K -11,050 -9%
MIP
231
Marietta Investment Partners
Wisconsin
$7.87M
CB
232
Chemical Bank
Michigan
$7.75M -$49.2K -699 -0.6%
UCFA
233
United Capital Financial Advisors
Texas
$7.7M +$21.4K +305 +0.3%
LG
234
Leuthold Group
Minnesota
$7.63M -$1.31M -18,568 -15%
TPSF
235
Texas Permanent School Fund
Texas
$7.61M -$494K -7,018 -6%
MJP
236
Michael J. Puzo
$7.58M -$68.5K -974 -0.9%
GAM
237
Gotham Asset Management
New York
$7.54M +$4.24M +60,251 +133%
RBA
238
Richard Bernstein Advisors
New York
$7.51M -$1.84M -26,131 -20%
CRCP
239
Copper Rock Capital Partners
Massachusetts
$7.46M -$201K -2,858 -3%
BCB
240
Brian C. Broderick
$7.42M +$87.6K +1,245 +1%
WC
241
Whitnell & Co
Illinois
$7.33M -$70.3K -1,000 -1%
BIM
242
Bridges Investment Management
Nebraska
$7.23M +$1.39M +19,810 +24%
QI
243
QS Investors
New York
$7.2M +$636K +9,038 +10%
MSL
244
Mackay Shields LLC
New York
$7.19M +$7.09M +100,822 New
Artisan Partners
245
Artisan Partners
Wisconsin
$7.09M +$6.99M +99,396 New
TFA
246
Transamerica Financial Advisors
Florida
$7.09M -$841K -11,954 -11%
HL
247
HeadInvest LLC
Maine
$7.06M -$191K -2,710 -3%
AIMCA
248
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.04M
CFG
249
Cambridge Financial Group
Ohio
$7.03M -$620K -8,812 -8%
SWM
250
SVA Wealth Management
Wisconsin
$7.03M -$3.67M -52,170 -49%

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.