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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
276
Northwestern Mutual Investment Management Company
Wisconsin
$5.81M +$232K +3,190 +4%
PCM
277
Palisade Capital Management
New Jersey
$5.78M +$4.54M +62,515 +403%
MA
278
MUFG Americas
New York
$5.74M -$564K -7,773 -9%
OTPPB
279
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.72M +$958K +13,188 +21%
BC
280
Brinker Capital
Pennsylvania
$5.64M +$129K +1,778 +2%
OAC
281
OMERS Administration Corp
Ontario, Canada
$5.62M +$5.51M +75,900 New
URS
282
Utah Retirement Systems
Utah
$5.61M -$123K -1,700 -2%
JG
283
Jefferies Group
New York
$5.59M +$2.45M +33,781 +81%
BAM
284
Bell Asset Management
Australia
$5.56M +$49.1K +676 +0.9%
MWNA
285
Marshall Wace North America
New York
$5.54M -$6.99M -96,201 -56%
Balyasny Asset Management
286
Balyasny Asset Management
Illinois
$5.52M +$3.04M +41,918 +129%
ELI
287
Empire Life Investments
Ontario, Canada
$5.52M +$85.8K +1,182 +2%
LCP
288
Legacy Capital Partners
Wisconsin
$5.5M +$83.5K +1,150 +2%
CWM
289
CIBC World Markets
New York
$5.49M +$645K +8,883 +14%
OAM
290
Oppenheimer Asset Management
New York
$5.47M -$660K -9,095 -11%
NAM
291
Nissay Asset Management
Japan
$5.38M -$85K -1,170 -2%
SOADOR
292
State of Alaska Department of Revenue
Alaska
$5.31M +$1.08M +14,920 +26%
Skandinaviska Enskilda Banken (SEB)
293
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.28M +$1.83M +25,166 +55%
AIM
294
AMI Investment Management
Indiana
$5.2M -$216K -2,969 -4%
CCM
295
Carderock Capital Management
Maryland
$5.18M -$105K -1,440 -2%
LPL Financial
296
LPL Financial
California
$5.14M +$546K +7,519 +12%
MS
297
Marshall & Sullivan
Washington
$5.12M +$60.2K +829 +1%
MSL
298
Mackay Shields LLC
New York
$5.02M -$2.4M -33,100 -33%
SG Americas Securities
299
SG Americas Securities
New York
$5.01M +$1.03M +14,135 +26%
CA
300
Callahan Advisors
Texas
$4.99M -$856K -11,785 -15%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.