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FISV

Fiserv Inc

1,131 hedge funds and large institutions have $65.8B invested in Fiserv Inc in 2019 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 510 increasing their positions, 282 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 53

81% more repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 282

73% more capital invested

Capital invested by funds: $38.1B → $65.8B (+$27.7B)

62% more funds holding in top 10

Funds holding in top 10: 65105 (+40)

14% more funds holding

Funds holding: 9931,131 (+138)

3% more call options, than puts

Call options by funds: $230M | Put options by funds: $224M

13.04% less ownership

Funds ownership: 106.61%93.57% (-13%)

Holders
1,131
Holders Change
+138
Holders Change %
+13.9%
% of All Funds
24.8%
Holding in Top 10
105
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+61.54%
% of All Funds
2.3%
New
196
Increased
510
Reduced
282
Closed
53
Calls
$230M
Puts
$224M
Net Calls
+$6.47M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
276
BlueMar Capital Management
Florida
$14.4M +$14.2M +139,219 New
Treasurer of the State of North Carolina
277
Treasurer of the State of North Carolina
North Carolina
$14.3M -$2.27M -22,190 -14%
NOCM
278
Night Owl Capital Management
Connecticut
$14.3M +$14.1M +138,017 New
DP
279
DSAM Partners
United Kingdom
$14.3M -$3.56M -34,833 -20%
GIBU
280
Gulf International Bank (UK)
United Kingdom
$14.2M +$4.38M +42,943 +46%
SCP
281
Steamboat Capital Partners
New York
$14.1M -$5.25M -51,389 -27%
AQR Capital Management
282
AQR Capital Management
Connecticut
$14.1M -$21.7M -212,551 -61%
Balyasny Asset Management
283
Balyasny Asset Management
Illinois
$14M -$17.4M -170,081 -56%
BTS
284
BB&T Securities
Virginia
$13.9M +$248K +2,431 +2%
Federated Hermes
285
Federated Hermes
Pennsylvania
$13.9M +$13.2M +129,663 +2,801%
BIM
286
Bridges Investment Management
Nebraska
$13.9M +$612K +5,997 +5%
LC
287
Lunia Capital
Texas
$13.6M -$2.56M -25,074 -16%
TFA
288
Toth Financial Advisory
Virginia
$13.5M -$701K -6,865 -5%
FTIOP
289
Fiduciary Trust International of Pennsylvania
Pennsylvania
$13.4M +$831K +8,137 +7%
SH
290
SeaTown Holdings
Singapore
$13.4M -$25.5M -250,000 -66%
SHWM
291
Smith & Howard Wealth Management
Georgia
$13.4M
LPL Financial
292
LPL Financial
California
$13.3M +$1.76M +17,258 +16%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$13.3M -$958K -9,384 -7%
Calamos Advisors
294
Calamos Advisors
Illinois
$13.1M +$1.11M +10,886 +9%
CFM
295
Coronation Fund Managers
South Africa
$13.1M -$5.27M -51,586 -29%
BCM
296
Barometer Capital Management
Ontario, Canada
$13.1M -$1.46M -14,300 -10%
KBC Group
297
KBC Group
Belgium
$12.9M +$8.01M +78,426 +169%
ZIM
298
Zacks Investment Management
Illinois
$12.9M +$4.49M +44,008 +55%
Creative Planning
299
Creative Planning
Kansas
$12.7M +$5.04M +49,345 +67%
Janney Montgomery Scott
300
Janney Montgomery Scott
Pennsylvania
$12.7M +$4.31M +42,235 +53%

FISV Hedge Fund Activity: Q3 2019 in Review

1,131 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2019, worth a combined $65.8B — up 73% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new FISV positions and 53 closed out — a net gain of 143 holders — while 510 added to existing stakes and 282 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $11.3B. The largest seller was Renaissance Technologies, cutting an estimated $147M.

  • 1,131 institutional investors held Fiserv Inc (FISV) as of Q3 2019, up from 993 in Q2 2019.
  • Funds reported $65.8B of Fiserv Inc stock for Q3 2019, up 73% quarter-over-quarter.
  • 196 funds opened new Fiserv Inc positions in Q3 2019 and 53 closed out, a net change of +143 holders.
  • The largest Fiserv Inc buyer in Q3 2019 was Kohlberg Kravis Roberts & Co, an estimated $11.3B added.
  • The largest Fiserv Inc seller in Q3 2019 was Renaissance Technologies, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2019.