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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Carderock Capital Management
Maryland
$4.27M -$19.1K -372 -0.5%
TAM
277
Tyers Asset Management
Texas
$4.21M +$4.07M +79,184 New
Caisse de Depot et Placement du Quebec (CDPQ)
278
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.11M -$801K -15,600 -17%
BMO
279
Beck Mack & Oliver
New York
$4.08M -$175K -3,400 -4%
MS
280
Marshall & Sullivan
Washington
$4.08M -$47.8K -930 -1%
Skandinaviska Enskilda Banken (SEB)
281
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.07M -$500K -9,732 -11%
Toronto Dominion Bank
282
Toronto Dominion Bank
Ontario, Canada
$4.06M +$3.23M +62,820 +459%
LCM
283
Liberty Capital Management
Michigan
$4.03M -$59.5K -1,158 -2%
BTS
284
BB&T Securities
Virginia
$3.93M +$213K +4,150 +6%
WB
285
Webster Bank
Connecticut
$3.9M -$24.7K -480 -0.6%
Mitsubishi UFJ Asset Management
286
Mitsubishi UFJ Asset Management
Japan
$3.86M +$167K +3,246 +5%
ACM
287
Ativo Capital Management
Illinois
$3.83M
RCM
288
Riverhead Capital Management
Delaware
$3.77M -$30.8K -600 -0.8%
LCP
289
Legacy Capital Partners
Wisconsin
$3.62M +$73.7K +1,434 +2%
Creative Planning
290
Creative Planning
Kansas
$3.62M +$34.1K +664 +1%
PCM
291
Prelude Capital Management
New York
$3.62M -$292K -5,684 -8%
CA
292
Cullinan Associates
Kentucky
$3.57M +$720K +14,020 +26%
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$3.54M +$3.42M +66,630 New
BIM
294
Bridges Investment Management
Nebraska
$3.45M +$1.66M +32,350 +99%
HCM
295
Holland Capital Management
Illinois
$3.45M
Bank of Nova Scotia
296
Bank of Nova Scotia
Ontario, Canada
$3.44M +$2.87M +55,790 +618%
PA
297
Perennial Advisors
New York
$3.44M +$3.32M +64,716 New
AC
298
Allstate Corporation
Illinois
$3.41M +$3.3M +64,204 New
CBB
299
Citizens Business Bank
California
$3.41M -$9.86K -192 -0.3%
TAM
300
Tealwood Asset Management
Minnesota
$3.33M -$18.6K -362 -0.6%

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.