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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
NME
326
Notis-McConarty Edward
$4.05M -$16.7K -230 -0.4%
WSTAM
327
Wilbanks Smith & Thomas Asset Management
Virginia
$4.03M -$51.6K -710 -1%
HIMCH
328
Hartford Investment Management Co (HIMCO)
Connecticut
$4.02M -$1.76M -24,302 -31%
ITIM
329
Indiana Trust & Investment Management
Indiana
$4M -$126K -1,740 -3%
MOACM
330
Mutual of America Capital Management
New York
$3.91M -$2.54K -35 -0.1%
ABP
331
Arthur B. Page
$3.87M -$123K -1,694 -3%
CBB
332
Citizens Business Bank
California
$3.85M -$568K -7,821 -13%
CB
333
Commerce Bank
Missouri
$3.81M +$53.2K +733 +1%
ORI
334
Oak Ridge Investments
Illinois
$3.79M -$76.5K -1,054 -2%
KBC Group
335
KBC Group
Belgium
$3.75M -$500K -6,892 -12%
GC
336
Grace Capital
Massachusetts
$3.75M -$1.12M -15,468 -23%
BMM
337
Buffington Mohr McNeal
Idaho
$3.73M -$87.1K -1,200 -2%
B
338
BP
United Kingdom
$3.7M
VC
339
Vestor Capital
Illinois
$3.69M +$16.3K +225 +0.5%
LRPA
340
L. Roy Papp & Associates
Arizona
$3.68M -$424K -5,840 -11%
MLIC
341
Mandatum Life Insurance Company
Finland
$3.64M
SRC
342
Stone Run Capital
New York
$3.59M -$16K -220 -0.5%
WC
343
Woodstock Corp
Massachusetts
$3.56M
Connor, Clark & Lunn Investment Management (CC&L)
344
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.46M +$3.03M +41,775 +840%
NB
345
Norinchukin Bank
Japan
$3.44M +$619K +8,527 +23%
AWM
346
Avitas Wealth Management
California
$3.4M +$3.33M +45,876 New
Bank of Nova Scotia
347
Bank of Nova Scotia
Ontario, Canada
$3.33M -$570K -7,854 -15%
TRSOTSOK
348
Teachers Retirement System of the State of Kentucky
Kentucky
$3.32M
MCM
349
Mitchell Capital Management
Kansas
$3.31M -$564K -7,762 -15%
CIC
350
Chase Investment Counsel
Virginia
$3.3M -$259K -3,572 -7%

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.