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FISV

Fiserv Inc

683 hedge funds and large institutions have $18B invested in Fiserv Inc in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 293 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

23% more funds holding in top 10

Funds holding in top 10: 3543 (+8)

3% more funds holding

Funds holding: 663683 (+20)

3% more capital invested

Capital invested by funds: $17.5B → $18B (+$528M)

10% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $19.2M

26% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 293

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
19.06%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
1.2%
New
52
Increased
218
Reduced
293
Closed
28
Calls
$17.3M
Puts
$19.2M
Net Calls
-$1.86M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
NME
326
Notis-McConarty Edward
$2.36M
MCM
327
Moore Capital Management
New York
$2.36M +$377K +8,724 +19%
Canada Pension Plan Investment Board
328
Canada Pension Plan Investment Board
Ontario, Canada
$2.34M -$33M -763,636 -93%
PI
329
PineBridge Investments
New York
$2.34M +$1.33M +30,654 +131%
FAM
330
Foothills Asset Management
Arizona
$2.33M -$98.6K -2,280 -4%
OC
331
Oppenheimer & Co
New York
$2.32M -$74.1K -1,712 -3%
NMERB
332
New Mexico Educational Retirement Board
New Mexico
$2.31M +$121K +2,800 +6%
JMPWA
333
JP Morgan Private Wealth Advisors
California
$2.26M -$5.54K -128 -0.2%
MOACM
334
Mutual of America Capital Management
New York
$2.26M -$2.85K -66 -0.1%
CB
335
Commerce Bank
Missouri
$2.26M -$272K -6,290 -11%
LS
336
Livforsakringsbolaget Skandia
Sweden
$2.25M
SFU
337
Stonehage Fleming (UK)
United Kingdom
$2.24M -$173K -4,000 -7%
MCWS
338
McKinley Carter Wealth Services
West Virginia
$2.23M +$53.3K +1,232 +2%
WAM
339
World Asset Management
Michigan
$2.19M +$5.02K +116 +0.2%
Creative Planning
340
Creative Planning
Kansas
$2.18M +$7.87K +182 +0.4%
GIA
341
Gateway Investment Advisers
Ohio
$2.17M -$201K -4,640 -8%
SCM
342
Sterling Capital Management
North Carolina
$2.12M +$1.79M +41,328 +537%
OPCM
343
Osborne Partners Capital Management
California
$2.12M
SCM
344
Shelton Capital Management
Colorado
$2.11M +$58.4K +1,350 +3%
CC
345
Cognios Capital
Kansas
$2.06M -$3.33M -76,938 -62%
CAM
346
Capstone Asset Management
Texas
$2.04M +$46.7K +1,080 +2%
EHWM
347
Eads & Heald Wealth Management
Georgia
$2.04M -$196K -4,520 -9%
SCA
348
Salient Capital Advisors
Texas
$2.03M
TFCM
349
Taylor Frigon Capital Management
Arizona
$2.02M -$20.5K -474 -1%
Asset Management One
350
Asset Management One
Japan
$1.97M

FISV Hedge Fund Activity: Q3 2015 in Review

683 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2015, worth a combined $18B — up 3% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FISV positions and 28 closed out — a net gain of 24 holders — while 218 added to existing stakes and 293 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $120M. The largest seller was Egerton Capital (UK), cutting an estimated $108M.

  • 683 institutional investors held Fiserv Inc (FISV) as of Q3 2015, up from 663 in Q2 2015.
  • Funds reported $18B of Fiserv Inc stock for Q3 2015, up 3% quarter-over-quarter.
  • 52 funds opened new Fiserv Inc positions in Q3 2015 and 28 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q3 2015 was Massachusetts Financial Services, an estimated $120M added.
  • The largest Fiserv Inc seller in Q3 2015 was Egerton Capital (UK), an estimated $108M sold.

Based on aggregated 13F filings for Q3 2015.