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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
326
Putnam Investments
Massachusetts
$3.99M -$2.16M -27,889 -34%
WSTAM
327
Wilbanks Smith & Thomas Asset Management
Virginia
$3.98M -$67.7K -876 -2%
NME
328
Notis-McConarty Edward
$3.98M -$74.2K -960 -2%
MOACM
329
Mutual of America Capital Management
New York
$3.87M +$25.4K +329 +0.6%
B
330
BP
United Kingdom
$3.81M
ITIM
331
Indiana Trust & Investment Management
Indiana
$3.77M -$91.6K -1,185 -2%
CB
332
Commerce Bank
Missouri
$3.73M -$52.3K -677 -1%
VC
333
Vestor Capital
Illinois
$3.71M +$96.6K +1,250 +3%
HIMCH
334
Hartford Investment Management Co (HIMCO)
Connecticut
$3.66M +$131K +1,694 +4%
MLIC
335
Mandatum Life Insurance Company
Finland
$3.61M
ORI
336
Oak Ridge Investments
Illinois
$3.57M -$52.7K -682 -1%
WC
337
Woodstock Corp
Massachusetts
$3.54M +$773 +10 +0%
TPCM
338
Three Peaks Capital Management
Colorado
$3.52M +$757K +9,786 +26%
AWM
339
Avitas Wealth Management
California
$3.5M +$9.59K +124 +0.3%
ABP
340
Arthur B. Page
$3.47M -$238K -3,083 -6%
CIC
341
Chase Investment Counsel
Virginia
$3.33M +$243K +3,137 +7%
TRSOTSOK
342
Teachers Retirement System of the State of Kentucky
Kentucky
$3.27M +$325K +4,200 +10%
BMM
343
Buffington Mohr McNeal
Idaho
$3.23M -$496K -6,410 -13%
GC
344
Grace Capital
Massachusetts
$3.2M -$184K -2,374 -5%
OPCM
345
Osborne Partners Capital Management
California
$3.18M
SGI
346
Summit Global Investments
Utah
$3.16M +$574K +7,420 +21%
CBB
347
Citizens Business Bank
California
$3.15M -$426K -5,505 -11%
BFS
348
Bradley Foster & Sargent
Connecticut
$3.13M -$43.1K -557 -1%
LRPA
349
L. Roy Papp & Associates
Arizona
$3.13M -$79.3K -1,026 -2%
MCWS
350
McKinley Carter Wealth Services
West Virginia
$3.1M +$61K +789 +2%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.