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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
Shelton Capital Management
Colorado
$12.1M +$990K +8,909 +7%
TAM
277
Toscafund Asset Management
United Kingdom
$12.1M +$3.96M +35,641 +39%
TFA
278
Toth Financial Advisory
Virginia
$11.8M -$273K -2,456 -2%
XK
279
Xact Kapitalforvaltning
Sweden
$11.7M +$428K +3,855 +3%
PCM
280
Prana Capital Management
Connecticut
$11.6M -$3.8M -34,234 -22%
BPIM
281
Brant Point Investment Management
New York
$11.6M +$555K +5,000 +4%
FTIOP
282
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.6M +$593K +5,335 +5%
MSL
283
Mackay Shields LLC
New York
$11.5M -$825K -7,429 -6%
Mitsubishi UFJ Asset Management
284
Mitsubishi UFJ Asset Management
Japan
$11.3M -$95.3K -858 -0.7%
AQR Capital Management
285
AQR Capital Management
Connecticut
$11.3M -$2.15M -19,391 -14%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$11.2M -$791K -7,120 -6%
Skandinaviska Enskilda Banken (SEB)
287
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.2M -$852K -7,666 -6%
PCM
288
Palisade Capital Management
New Jersey
$11.1M -$433K -3,896 -3%
FDCDDQ
289
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1M +$8.84M +79,602 +212%
KBC Group
290
KBC Group
Belgium
$11.1M -$45.8M -412,144 -78%
NIPH
291
NN Investment Partners Holdings
Netherlands
$11M +$457K +4,114 +4%
RPI
292
Railway Pension Investments
United Kingdom
$10.8M -$59.8M -538,621 -83%
SGI
293
Summit Global Investments
Utah
$10.8M -$1.31M -11,782 -9%
Calamos Advisors
294
Calamos Advisors
Illinois
$10.8M -$1.24M -11,205 -9%
CFM
295
Coronation Fund Managers
South Africa
$10.8M +$723K +6,509 +6%
DWT
296
Dorsey & Whitney Trust
South Dakota
$10.7M -$13.4K -121 -0.1%
DBG
297
De Burlo Group
Massachusetts
$10.6M +$2.25M +20,300 +22%
AFG
298
Albion Financial Group
Utah
$10.6M +$231K +2,077 +2%
Nomura Asset Management
299
Nomura Asset Management
Japan
$10.6M -$3.26M -29,343 -21%
Millennium Management
300
Millennium Management
New York
$10.5M -$66.1M -595,471 -84%

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.