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FISV

Fiserv Inc

550 hedge funds and large institutions have $11.5B invested in Fiserv Inc in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.43B)

1% more funds holding

Funds holding: 547550 (+3)

11% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $36.8M

22% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 240

Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.83%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
RNS
301
Robert N. Shapiro
$1.74M +$376K +15,536 +29%
CIA
302
CCM Investment Advisers
South Carolina
$1.72M -$7.11M -293,840 -81%
DM
303
Delphi Management
Massachusetts
$1.7M -$516K -21,352 -24%
Victory Capital Management
304
Victory Capital Management
Texas
$1.69M +$1.62M +66,856 New
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$1.64M -$3.87K -160 -0.2%
NB
306
NBT Bank
New York
$1.62M -$20.8K -860 -1%
PP
307
Paloma Partners
Connecticut
$1.61M +$743K +30,716 +93%
WSTAM
308
Wilbanks Smith & Thomas Asset Management
Virginia
$1.54M -$358K -14,788 -19%
BCB
309
Brian C. Broderick
$1.54M +$335K +13,860 +29%
CIC
310
Chase Investment Counsel
Virginia
$1.53M +$1.94K +80 +0.1%
JMPWA
311
JP Morgan Private Wealth Advisors
California
$1.52M -$46.2K -1,912 -3%
GIA
312
Gateway Investment Advisers
Ohio
$1.49M +$100K +4,136 +8%
AIM
313
abrdn Investment Management
United Kingdom
$1.48M -$17.2K -712 -1%
Teacher Retirement System of Texas
314
Teacher Retirement System of Texas
Texas
$1.48M +$1.27M +52,384 +847%
CBB
315
Citizens Business Bank
California
$1.44M +$437K +18,056 +46%
AAM
316
Aberdeen Asset Management
United Kingdom
$1.41M -$46.4K -1,920 -3%
Franklin Resources
317
Franklin Resources
California
$1.41M +$5.8K +240 +0.4%
MOACM
318
Mutual of America Capital Management
New York
$1.38M -$4.55K -188 -0.3%
N
319
Nuveen
North Carolina
$1.34M -$486K -20,076 -27%
SAM
320
Smithbridge Asset Management
Pennsylvania
$1.32M -$77.4K -3,200 -6%
NG
321
NatWest Group
United Kingdom
$1.31M +$72.7K +3,004 +6%
EAM
322
EULAV Asset Management
Florida
$1.27M +$406K +16,800 +50%
FCBT
323
First Citizens Bank & Trust
North Carolina
$1.27M -$4.45K -184 -0.4%
DSC
324
Duncker Streett & Co
Missouri
$1.26M -$458K -18,932 -27%
OPCM
325
Osborne Partners Capital Management
California
$1.25M -$20.3K -840 -2%

FISV Hedge Fund Activity: Q3 2013 in Review

550 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2013, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FISV positions and 25 closed out — a net gain of 10 holders — while 187 added to existing stakes and 240 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $111M. The largest seller was AllianceBernstein, cutting an estimated $133M.

  • 550 institutional investors held Fiserv Inc (FISV) as of Q3 2013, up from 547 in Q2 2013.
  • Funds reported $11.5B of Fiserv Inc stock for Q3 2013, up 14% quarter-over-quarter.
  • 35 funds opened new Fiserv Inc positions in Q3 2013 and 25 closed out, a net change of +10 holders.
  • The largest Fiserv Inc buyer in Q3 2013 was Egerton Capital (UK), an estimated $111M added.
  • The largest Fiserv Inc seller in Q3 2013 was AllianceBernstein, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.