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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
NIPH
251
NN Investment Partners Holdings
Netherlands
$6.73M +$7.08M +91,628 New
Rafferty Asset Management
252
Rafferty Asset Management
New York
$6.65M -$2.27M -29,379 -25%
Millennium Management
253
Millennium Management
New York
$6.56M +$6.51M +84,251 +1,685%
HAIM
254
Hunter Associates Investment Management
Pennsylvania
$6.52M -$80.7K -1,044 -1%
RBA
255
Richard Bernstein Advisors
New York
$6.49M -$1.64M -21,208 -19%
CFG
256
Cambridge Financial Group
Ohio
$6.44M -$1.17M -15,082 -15%
Bank of Nova Scotia
257
Bank of Nova Scotia
Ontario, Canada
$6.27M +$204K +2,641 +3%
BCB
258
Brian C. Broderick
$6.24M -$1.37M -17,685 -17%
AWCI
259
Alpine Woods Capital Investors
New York
$6.22M
SWM
260
SVA Wealth Management
Wisconsin
$6.21M -$414K -5,356 -6%
HBT
261
Hills Bank & Trust
Iowa
$5.98M -$79.6K -1,030 -1%
TPSF
262
Texas Permanent School Fund
Texas
$5.89M -$831K -10,754 -12%
Skandinaviska Enskilda Banken (SEB)
263
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.89M +$983K +12,711 +19%
WB
264
Webster Bank
Connecticut
$5.88M -$34.9K -452 -0.6%
Victory Capital Management
265
Victory Capital Management
Texas
$5.86M -$24.9K -322 -0.4%
BAM
266
Bell Asset Management
Australia
$5.85M +$829K +10,727 +16%
BC
267
Brinker Capital
Pennsylvania
$5.79M +$375K +4,857 +7%
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$5.79M +$1.38M +17,894 +29%
ELI
269
Empire Life Investments
Ontario, Canada
$5.79M +$250K +3,237 +4%
MLICM
270
Metropolitan Life Insurance Company (MetLife)
New York
$5.71M -$125K -1,621 -2%
CTA
271
Chesley Taft & Associates
Illinois
$5.63M -$70.3K -910 -1%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$5.57M -$179K -2,310 -3%
URS
273
Utah Retirement Systems
Utah
$5.53M -$7.73K -100 -0.1%
MA
274
MUFG Americas
New York
$5.46M -$167K -2,162 -3%
NB
275
Norinchukin Bank
Japan
$5.45M +$1.7M +22,044 +42%

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.