We are live on ! Find out more
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
CGH
301
Crossmark Global Holdings
Texas
$4.98M -$123K -1,689 -2%
LCM
302
Liberty Capital Management
Michigan
$4.91M -$57.4K -790 -1%
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$4.89M +$160K +2,203 +3%
Victory Capital Management
304
Victory Capital Management
Texas
$4.88M +$498K +6,860 +12%
Nomura Asset Management
305
Nomura Asset Management
Japan
$4.87M +$228K +3,146 +5%
MSV
306
MN Services Vermogensbeheer
Netherlands
$4.85M
BTS
307
BB&T Securities
Virginia
$4.84M -$137K -1,884 -3%
FNBOO
308
First National Bank of Omaha
Nebraska
$4.79M -$40.7K -560 -0.8%
BB
309
Busey Bank
Illinois
$4.78M +$286K +3,936 +7%
MC
310
Martin Currie
United Kingdom
$4.76M
SF
311
Synovus Financial
Georgia
$4.76M +$18.4K +254 +0.4%
AB
312
Amalgamated Bank
New York
$4.74M +$200K +2,751 +4%
OCM
313
Oribel Capital Management
New York
$4.62M +$4.52M +62,300 New
MYAM
314
Meiji Yasuda Asset Management
Japan
$4.54M -$140K -1,930 -3%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$4.52M -$82.6K -1,137 -2%
BMO
316
Beck Mack & Oliver
New York
$4.51M -$72.6K -1,000 -2%
PA
317
Perennial Advisors
New York
$4.48M +$24.2K +333 +0.6%
ANBT
318
American National Bank & Trust
Texas
$4.46M -$1.91M -26,339 -30%
JMPWA
319
JP Morgan Private Wealth Advisors
California
$4.43M +$845K +11,632 +24%
BCM
320
BTC Capital Management
Iowa
$4.41M -$5.45K -75 -0.1%
LTFS
321
Ladenburg Thalmann Financial Services
Florida
$4.35M
MSA
322
Mason Street Advisors
Wisconsin
$4.26M -$8.35K -115 -0.2%
UFF
323
USA Financial Formulas
Michigan
$4.16M -$40.4K -557 -0.9%
BTW
324
Boston Trust Walden
Massachusetts
$4.14M +$76.2K +1,050 +2%
SIMG
325
Stephens Investment Management Group
Texas
$4.14M +$43.9K +605 +1%

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.