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FISV

Fiserv Inc

591 hedge funds and large institutions have $13.4B invested in Fiserv Inc in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 190 increasing their positions, 240 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $11.5B → $13.4B (+$1.9B)

7% more funds holding

Funds holding: 550591 (+41)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

21% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 240

33% less call options, than puts

Call options by funds: $19.8M | Put options by funds: $29.3M

Holders
591
Holders Change
+41
Holders Change %
+7.45%
% of All Funds
17.15%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.9%
New
74
Increased
190
Reduced
240
Closed
31
Calls
$19.8M
Puts
$29.3M
Net Calls
-$9.56M
Net Calls Change
-$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
276
BOK Financial
Oklahoma
$2.74M -$165K -6,134 -6%
AWCI
277
Alpine Woods Capital Investors
New York
$2.68M
MS
278
Marshall & Sullivan
Washington
$2.66M -$54K -2,000 -2%
RBA
279
Richard Bernstein Advisors
New York
$2.65M +$194K +7,208 +9%
RAM
280
Redmond Asset Management
Virginia
$2.6M +$1.62K +60 +0.1%
LCM
281
Liberty Capital Management
Michigan
$2.6M -$14K -520 -0.6%
TRSOTSOK
282
Teachers Retirement System of the State of Kentucky
Kentucky
$2.59M
Nomura Asset Management
283
Nomura Asset Management
Japan
$2.58M +$434K +16,100 +23%
DekaBank Deutsche Girozentrale
284
DekaBank Deutsche Girozentrale
Germany
$2.55M -$734K -27,200 -24%
GJIC
285
Gamble Jones Investment Counsel
California
$2.54M +$165K +6,132 +8%
UAM
286
UAS Asset Management
New York
$2.54M +$2M +74,300 +643%
EAM
287
EULAV Asset Management
Florida
$2.46M +$885K +32,800 +65%
ST
288
Semper Trust
Pennsylvania
$2.44M -$449K -16,640 -17%
LRPA
289
L. Roy Papp & Associates
Arizona
$2.43M +$16.2K +600 +0.7%
JCM
290
Jag Capital Management
Missouri
$2.43M -$92.8K -3,440 -4%
BT
291
Bankers Trust
Iowa
$2.42M +$48K +1,778 +2%
GWM
292
Graybill Wealth Management
Illinois
$2.42M -$21.9K -812 -1%
WAM
293
World Asset Management
Michigan
$2.38M -$369K -13,690 -15%
EVM
294
Eaton Vance Management
Massachusetts
$2.38M -$17.2K -636 -0.8%
AWA
295
AmeriServ Wealth Advisors
Pennsylvania
$2.35M -$108K -4,000 -5%
BCB
296
Brian C. Broderick
$2.32M +$472K +17,510 +29%
EHWM
297
Eads & Heald Wealth Management
Georgia
$2.24M -$16.8K -624 -0.8%
PCM
298
Parsons Capital Management
Rhode Island
$2.22M -$165K -6,128 -8%
FTIOP
299
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.2M +$2.01M +74,544 New
WTNA
300
Wilmington Trust National Association
Delaware
$2.2M +$34.7K +1,286 +2%

FISV Hedge Fund Activity: Q4 2013 in Review

591 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2013, worth a combined $13.4B — up 16% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new FISV positions and 31 closed out — a net gain of 43 holders — while 190 added to existing stakes and 240 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $77.3M. The largest seller was Meritage Group, cutting an estimated $82.3M.

  • 591 institutional investors held Fiserv Inc (FISV) as of Q4 2013, up from 550 in Q3 2013.
  • Funds reported $13.4B of Fiserv Inc stock for Q4 2013, up 16% quarter-over-quarter.
  • 74 funds opened new Fiserv Inc positions in Q4 2013 and 31 closed out, a net change of +43 holders.
  • The largest Fiserv Inc buyer in Q4 2013 was Janus Henderson Investors US, an estimated $77.3M added.
  • The largest Fiserv Inc seller in Q4 2013 was Meritage Group, an estimated $82.3M sold.

Based on aggregated 13F filings for Q4 2013.