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FISV

Fiserv Inc

550 hedge funds and large institutions have $11.5B invested in Fiserv Inc in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.43B)

1% more funds holding

Funds holding: 547550 (+3)

11% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $36.8M

22% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 240

Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.83%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
AmeriServ Wealth Advisors
Pennsylvania
$2.11M +$19.4K +800 +1%
GWM
277
Graybill Wealth Management
Illinois
$2.09M -$73.2K -3,028 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
278
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.09M +$435K +18,000 +28%
RBA
279
Richard Bernstein Advisors
New York
$2.08M
ERSOT
280
Employees Retirement System of Texas
Texas
$2.06M +$234K +9,680 +13%
LRPA
281
L. Roy Papp & Associates
Arizona
$2.06M -$77.4K -3,200 -4%
EVM
282
Eaton Vance Management
Massachusetts
$2.05M +$180K +7,436 +10%
PCM
283
Parsons Capital Management
Rhode Island
$2.05M -$32.9K -1,360 -2%
BT
284
Bankers Trust
Iowa
$2.03M -$39.5K -1,632 -2%
GJIC
285
Gamble Jones Investment Counsel
California
$2.02M +$10.4K +428 +0.5%
EHWM
286
Eads & Heald Wealth Management
Georgia
$1.94M -$71.1K -2,940 -4%
Jane Street
287
Jane Street
New York
$1.92M +$1.09M +45,092 +146%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$1.88M -$1.22M -50,592 -40%
OPERF
289
Oregon Public Employees Retirement Fund
Oregon
$1.88M -$4.16K -172 -0.2%
CAM
290
Capstone Asset Management
Texas
$1.86M -$50.2K -2,076 -3%
Asset Management One
291
Asset Management One
Japan
$1.85M +$174K +7,196 +11%
WTNA
292
Wilmington Trust National Association
Delaware
$1.85M +$1.19M +49,188 +205%
CBOA
293
Commonwealth Bank of Australia
Australia
$1.82M +$87.1K +3,600 +5%
SNBOSCI
294
Security National Bank of Sioux City Iowa
Iowa
$1.8M -$21.9K -904 -1%
Nomura Asset Management
295
Nomura Asset Management
Japan
$1.8M -$587K -24,272 -25%
RA
296
Rational Advisors
New York
$1.8M
FNBOO
297
First National Bank of Omaha
Nebraska
$1.78M +$159K +6,556 +10%
MIU
298
Man Investments (UK)
United Kingdom
$1.76M +$1.69M +69,856 New
CB
299
Commerce Bank
Missouri
$1.76M +$907K +37,500 +117%
GC
300
Grace Capital
Massachusetts
$1.75M +$67.7K +2,800 +4%

FISV Hedge Fund Activity: Q3 2013 in Review

550 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2013, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FISV positions and 25 closed out — a net gain of 10 holders — while 187 added to existing stakes and 240 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $111M. The largest seller was AllianceBernstein, cutting an estimated $133M.

  • 550 institutional investors held Fiserv Inc (FISV) as of Q3 2013, up from 547 in Q2 2013.
  • Funds reported $11.5B of Fiserv Inc stock for Q3 2013, up 14% quarter-over-quarter.
  • 35 funds opened new Fiserv Inc positions in Q3 2013 and 25 closed out, a net change of +10 holders.
  • The largest Fiserv Inc buyer in Q3 2013 was Egerton Capital (UK), an estimated $111M added.
  • The largest Fiserv Inc seller in Q3 2013 was AllianceBernstein, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.