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FISV

Fiserv Inc

612 hedge funds and large institutions have $13.3B invested in Fiserv Inc in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 272 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $8.55M | Put options by funds: $4.38M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

7% more capital invested

Capital invested by funds: $12.5B → $13.3B (+$815M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3% more funds holding

Funds holding: 595612 (+17)

33% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 272

Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
17.58%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
55
Increased
181
Reduced
272
Closed
34
Calls
$8.55M
Puts
$4.38M
Net Calls
+$4.17M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
MJP
301
Michael J. Puzo
$2.05M +$287K +9,668 +17%
NMERB
302
New Mexico Educational Retirement Board
New Mexico
$2.04M
TI
303
Turner Investments
Pennsylvania
$2.03M +$2M +67,360 New
LMGAM
304
Liberty Mutual Group Asset Management
Massachusetts
$2.03M +$47K +1,584 +2%
PP
305
Paloma Partners
Connecticut
$2.02M +$1.44M +48,700 +266%
OC
306
Oarsman Capital
Wisconsin
$2.02M +$621K +20,962 +46%
Susquehanna International Group
307
Susquehanna International Group
Pennsylvania
$2.02M -$3.31M -111,482 -62%
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$1.99M -$8.54K -288 -0.4%
SCM
309
Stux Capital Management
New York
$1.96M -$1.13M -38,000 -37%
BCM
310
Barometer Capital Management
Ontario, Canada
$1.95M +$557K +18,800 +41%
JCM
311
Jag Capital Management
Missouri
$1.92M -$537K -18,120 -22%
LP
312
LMR Partners
United Kingdom
$1.92M +$1.89M +63,606 New
Stifel Financial
313
Stifel Financial
Missouri
$1.86M +$21.5K +724 +1%
NB
314
NBT Bank
New York
$1.83M -$16.7K -564 -0.9%
Asset Management One
315
Asset Management One
Japan
$1.81M
GIA
316
Gateway Investment Advisers
Ohio
$1.8M +$183K +6,180 +12%
JMPWA
317
JP Morgan Private Wealth Advisors
California
$1.79M -$44.5K -1,500 -2%
CBOA
318
Commonwealth Bank of Australia
Australia
$1.73M -$1.05M -35,404 -38%
ABP
319
Arthur B. Page
$1.71M +$47.4K +1,600 +3%
HHC
320
Hutchin Hill Capital
New York
$1.67M +$534K +18,000 +48%
GH
321
GAM Holding
Switzerland
$1.66M -$1.25K -42 -0.1%
CB
322
Commerce Bank
Missouri
$1.65M +$180K +6,066 +12%
RNS
323
Robert N. Shapiro
$1.64M -$107K -3,602 -6%
BTW
324
Boston Trust Walden
Massachusetts
$1.59M
BPC
325
Banque Pictet & Cie
Switzerland
$1.59M

FISV Hedge Fund Activity: Q2 2014 in Review

612 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2014, worth a combined $13.3B — up 6.5% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FISV positions and 34 closed out — a net gain of 21 holders — while 181 added to existing stakes and 272 trimmed.

The largest buyer was Veritas Asset Management, opening a new position worth an estimated $206M. The largest seller was AllianceBernstein, cutting an estimated $107M.

  • 612 institutional investors held Fiserv Inc (FISV) as of Q2 2014, up from 595 in Q1 2014.
  • Funds reported $13.3B of Fiserv Inc stock for Q2 2014, up 6.5% quarter-over-quarter.
  • 55 funds opened new Fiserv Inc positions in Q2 2014 and 34 closed out, a net change of +21 holders.
  • The largest Fiserv Inc buyer in Q2 2014 was Veritas Asset Management, an estimated $206M added.
  • The largest Fiserv Inc seller in Q2 2014 was AllianceBernstein, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2014.