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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
226
BOK Financial
Oklahoma
$8.78M +$26.3K +362 +0.3%
AFG
227
Albion Financial Group
Utah
$8.56M +$93.7K +1,290 +1%
Calamos Advisors
228
Calamos Advisors
Illinois
$8.49M -$1.46M -20,102 -15%
FHA
229
First Horizon Advisors
Tennessee
$8.48M -$62.5K -861 -0.7%
Aberdeen Group
230
Aberdeen Group
United Kingdom
$8.47M +$1.61M +22,154 +24%
DWT
231
Dorsey & Whitney Trust
South Dakota
$8.37M -$486K -6,694 -6%
SLAM
232
Swiss Life Asset Management
$8.28M +$4.88M +67,241 +151%
MIP
233
Marietta Investment Partners
Wisconsin
$8.17M
UCFA
234
United Capital Financial Advisors
Texas
$8.17M +$101K +1,389 +1%
BCM
235
Bowie Capital Management
Texas
$8.15M +$1.45M +20,000 +22%
RBA
236
Richard Bernstein Advisors
New York
$8.11M +$298K +4,109 +4%
CB
237
Chemical Bank
Michigan
$7.97M -$79.9K -1,101 -1%
LCM
238
Lucha Capital Management
California
$7.89M +$1.14M +15,705 +17%
WBC
239
Westpac Banking Corp
Australia
$7.87M -$663K -9,124 -8%
LG
240
Leuthold Group
Minnesota
$7.85M -$85.1K -1,172 -1%
SC
241
SouthState Corp
Florida
$7.81M -$589K -8,105 -7%
MJP
242
Michael J. Puzo
$7.73M -$141K -1,943 -2%
BCB
243
Brian C. Broderick
$7.67M -$30.9K -425 -0.4%
CRCP
244
Copper Rock Capital Partners
Massachusetts
$7.67M -$61K -840 -0.8%
BIM
245
Bridges Investment Management
Nebraska
$7.67M +$148K +2,045 +2%
CFG
246
Cambridge Financial Group
Ohio
$7.61M +$303K +4,177 +4%
QI
247
QS Investors
New York
$7.46M -$11.5K -159 -0.2%
TPSF
248
Texas Permanent School Fund
Texas
$7.4M -$498K -6,852 -6%
State of Tennessee, Department of Treasury
249
State of Tennessee, Department of Treasury
Tennessee
$7.35M -$1.91M -26,271 -21%
BRC
250
Bishop Rock Capital
New York
$7.32M +$134K +1,849 +2%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.