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FISV

Fiserv Inc

759 hedge funds and large institutions have $22.8B invested in Fiserv Inc in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 235 increasing their positions, 336 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $21.6B → $22.8B (+$1.17B)

1% more funds holding

Funds holding: 748759 (+11)

0.5% more ownership

Funds ownership: 175.06%175.56% (+0.5%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

30% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 336

33% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $38.1M

Holders
759
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
18.92%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
54
Increased
235
Reduced
336
Closed
38
Calls
$25.6M
Puts
$38.1M
Net Calls
-$12.5M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
B
251
BP
United Kingdom
$5.63M +$2.3M +38,000 +70%
CWM
252
CIBC World Markets
New York
$5.6M +$2.69M +44,542 +95%
SGI
253
Summit Global Investments
Utah
$5.59M +$181K +2,990 +3%
XK
254
Xact Kapitalforvaltning
Sweden
$5.59M -$158K -2,606 -3%
CIA
255
Covington Investment Advisors
Pennsylvania
$5.54M -$6.29K -104 -0.1%
CIC
256
Chase Investment Counsel
Virginia
$5.52M -$238K -3,932 -4%
HBT
257
Hills Bank & Trust
Iowa
$5.49M -$89.2K -1,474 -2%
MJP
258
Michael J. Puzo
$5.46M +$49.7K +822 +0.9%
Public Sector Pension Investment Board (PSP Investments)
259
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.41M -$2.98M -49,200 -36%
CTA
260
Chesley Taft & Associates
Illinois
$5.39M -$20K -330 -0.4%
CBT
261
Central Bank & Trust
Kentucky
$5.29M -$709K -11,722 -12%
Rafferty Asset Management
262
Rafferty Asset Management
New York
$5.25M -$860K -14,214 -14%
AWCI
263
Alpine Woods Capital Investors
New York
$5.25M
FNBOO
264
First National Bank of Omaha
Nebraska
$5.25M -$763K -12,614 -9%
OAM
265
Oppenheimer Asset Management
New York
$5.19M -$73.4K -1,214 -1%
Citadel Advisors
266
Citadel Advisors
Florida
$5.01M -$46.4M -767,110 -90%
EIM
267
ExxonMobil Investment Management
Texas
$4.99M -$831K -13,742 -14%
ANBT
268
American National Bank & Trust
Texas
$4.97M -$414K -6,846 -8%
CCM
269
Channing Capital Management
Illinois
$4.83M -$2.99M -49,480 -39%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$4.77M +$62.3K +1,030 +1%
CCM
271
Carderock Capital Management
Maryland
$4.76M -$88.1K -1,456 -2%
URS
272
Utah Retirement Systems
Utah
$4.75M -$218K -3,600 -4%
MS
273
Marshall & Sullivan
Washington
$4.74M -$55K -910 -1%
LCP
274
Legacy Capital Partners
Wisconsin
$4.71M +$244K +4,038 +6%
BMO
275
Beck Mack & Oliver
New York
$4.66M

FISV Hedge Fund Activity: Q2 2017 in Review

759 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2017, worth a combined $22.8B — up 5.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FISV positions and 38 closed out — a net gain of 16 holders — while 235 added to existing stakes and 336 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $165M. The largest seller was Findlay Park Partners, cutting an estimated $90.7M.

  • 759 institutional investors held Fiserv Inc (FISV) as of Q2 2017, up from 748 in Q1 2017.
  • Funds reported $22.8B of Fiserv Inc stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 54 funds opened new Fiserv Inc positions in Q2 2017 and 38 closed out, a net change of +16 holders.
  • The largest Fiserv Inc buyer in Q2 2017 was Janus Henderson Group, an estimated $165M added.
  • The largest Fiserv Inc seller in Q2 2017 was Findlay Park Partners, an estimated $90.7M sold.

Based on aggregated 13F filings for Q2 2017.