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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
Susquehanna International Group
301
Susquehanna International Group
Pennsylvania
$10.5M -$4.97M -44,749 -29%
MLICM
302
Metropolitan Life Insurance Company (MetLife)
New York
$10.5M -$175K -1,578 -1%
WBC
303
Westpac Banking Corp
Australia
$10.4M -$3.14M -28,228 -21%
Creative Planning
304
Creative Planning
Kansas
$10.3M -$1.67M -15,013 -12%
URS
305
Utah Retirement Systems
Utah
$10.2M -$11.1K -100 -0.1%
BCM
306
BlueMar Capital Management
Florida
$10.1M -$3.55M -31,923 -23%
BST
307
Bath Savings Trust
Maine
$10.1M +$461K +4,154 +4%
ROC
308
Robertson Opportunity Capital
Texas
$10M
SAM
309
Shell Asset Management
Netherlands
$9.95M -$915K -8,238 -7%
PWLP
310
Prio Wealth Limited Partnership
Massachusetts
$9.87M -$1.1M -9,898 -9%
TPSF
311
Texas Permanent School Fund
Texas
$9.87M +$359K +3,234 +3%
Janney Montgomery Scott
312
Janney Montgomery Scott
Pennsylvania
$9.85M -$3.14M -28,291 -21%
BC
313
Brinker Capital
Pennsylvania
$9.79M +$3.47M +31,239 +44%
LC
314
Lunia Capital
Texas
$9.76M +$2.68M +24,112 +31%
JMPWA
315
JP Morgan Private Wealth Advisors
California
$9.68M -$636K -5,726 -5%
TNB
316
TCF National Bank
South Dakota
$9.65M +$195K +1,755 +2%
ARMC
317
American Research & Management Company
Massachusetts
$9.49M -$846K -7,619 -7%
CIA
318
Covington Investment Advisors
Pennsylvania
$9.45M +$555K +5,000 +5%
AIM
319
Allen Investment Management
New York
$9.38M -$30.1M -270,902 -73%
HPC
320
HM Payson & Co
Maine
$9.27M -$4.18M -37,614 -28%
BG
321
Bahl & Gaynor
Ohio
$9.23M -$206K -1,855 -2%
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$9.13M -$55.5K -500 -0.5%
AB
323
Amalgamated Bank
New York
$8.95M -$341K -3,072 -3%
GH
324
GAM Holding
Switzerland
$8.6M +$9.83M +88,471 +4,410%
BF
325
BOK Financial
Oklahoma
$8.44M -$1.1M -9,909 -10%

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.