We are live on ! Find out more
FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Chemical Bank
Michigan
$7.77M -$66.1K -855 -0.8%
FBFS
227
First Business Financial Services
Wisconsin
$7.77M +$8.17M +105,675 New
BNP Paribas Financial Markets
228
BNP Paribas Financial Markets
France
$7.75M -$25.9M -334,412 -76%
State of Tennessee, Department of Treasury
229
State of Tennessee, Department of Treasury
Tennessee
$7.59M -$2.53M -32,682 -24%
FAF
230
Fjarde Ap-fonden
Sweden
$7.58M -$1.02M -13,200 -11%
LPL Financial
231
LPL Financial
California
$7.57M +$1.02M +13,195 +15%
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$7.53M +$908K +11,752 +13%
SC
233
SouthState Corp
Florida
$7.53M -$16.4K -212 -0.2%
WBC
234
Westpac Banking Corp
Australia
$7.48M +$15.5K +200 +0.2%
UCFA
235
United Capital Financial Advisors
Texas
$7.43M +$51K +660 +0.7%
BRC
236
Bishop Rock Capital
New York
$7.36M +$312K +4,035 +4%
CWM
237
CIBC World Markets
New York
$7.26M +$237K +3,062 +3%
IA
238
IndexIQ Advisors
New York
$7.22M +$2.76M +35,684 +57%
MJP
239
Michael J. Puzo
$7.21M -$286K -3,702 -4%
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$7.2M
CM
241
Castleark Management
Illinois
$7.19M +$144K +1,860 +2%
CA
242
Cullinan Associates
Kentucky
$7.18M +$11.6K +150 +0.2%
BST
243
Bath Savings Trust
Maine
$7.02M +$146K +1,895 +2%
DCM
244
Decatur Capital Management
Georgia
$7.02M +$7.38M +95,475 New
WC
245
Whitnell & Co
Illinois
$6.98M -$15.5K -200 -0.2%
GIBU
246
Gulf International Bank (UK)
United Kingdom
$6.93M -$3.12M -40,388 -30%
CIA
247
Covington Investment Advisors
Pennsylvania
$6.86M -$64.6K -836 -0.9%
LG
248
Leuthold Group
Minnesota
$6.79M -$856K -11,072 -11%
JAM
249
Jupiter Asset Management
United Kingdom
$6.77M +$7.17M +92,741 New
PAIM
250
Punch & Associates Investment Management
Minnesota
$6.75M -$59.8K -774 -0.8%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.