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FISV

Fiserv Inc

550 hedge funds and large institutions have $11.5B invested in Fiserv Inc in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.43B)

1% more funds holding

Funds holding: 547550 (+3)

11% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $36.8M

22% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 240

Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.83%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
351
Choate Investment Advisors
Massachusetts
$989K -$361K -14,928 -28%
Jacobs Levy Equity Management
352
Jacobs Levy Equity Management
New Jersey
$954K +$913K +37,760 New
FBA
353
Front Barnett Associates
Illinois
$939K -$38.7K -1,600 -4%
CCM
354
Credo Capital Management
Maryland
$932K -$1.35M -55,852 -60%
TWI
355
Thomas White International
Illinois
$849K -$3.39K -140 -0.4%
GH
356
GAM Holding
Switzerland
$849K
WBC
357
Westpac Banking Corp
Australia
$845K -$29K -1,200 -3%
BC
358
Burney Company
Virginia
$842K -$54.9K -2,268 -6%
CIA
359
Covington Investment Advisors
Pennsylvania
$841K
FNB
360
First Niagara Bank
New York
$837K -$9.68K -400 -1%
GCP
361
GSA Capital Partners
United Kingdom
$814K +$212K +8,768 +37%
CNAM
362
Campbell Newman Asset Management
Wisconsin
$810K +$97 +4 +0%
IIM
363
Ivory Investment Management
New York
$796K -$95.6K -3,952 -11%
LMGAM
364
Liberty Mutual Group Asset Management
Massachusetts
$794K +$145K +5,988 +24%
SNC
365
Stifel Nicolaus & Co
Missouri
$792K +$28.3K +1,168 +4%
FMT
366
First Mercantile Trust
Tennessee
$789K +$71K +2,936 +10%
GIM
367
Groesbeck Investment Management
New Jersey
$777K
Luther King Capital Management (LKCM)
368
Luther King Capital Management (LKCM)
Texas
$768K -$368K -15,200 -33%
AC
369
Alexandria Capital
Virginia
$733K
BIM
370
Bridges Investment Management
Nebraska
$707K +$9.68K +400 +1%
SHGA
371
Sand Hill Global Advisors
California
$702K +$672K +27,772 New
1GA
372
1st Global Advisors
Texas
$701K +$15.1K +624 +2%
B
373
BancorpSouth
Mississippi
$686K +$22.7K +940 +4%
KeyBank National Association
374
KeyBank National Association
Ohio
$685K -$1.51M -62,332 -70%
Creative Planning
375
Creative Planning
Kansas
$685K +$5.9K +244 +0.9%

FISV Hedge Fund Activity: Q3 2013 in Review

550 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2013, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FISV positions and 25 closed out — a net gain of 10 holders — while 187 added to existing stakes and 240 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $111M. The largest seller was AllianceBernstein, cutting an estimated $133M.

  • 550 institutional investors held Fiserv Inc (FISV) as of Q3 2013, up from 547 in Q2 2013.
  • Funds reported $11.5B of Fiserv Inc stock for Q3 2013, up 14% quarter-over-quarter.
  • 35 funds opened new Fiserv Inc positions in Q3 2013 and 25 closed out, a net change of +10 holders.
  • The largest Fiserv Inc buyer in Q3 2013 was Egerton Capital (UK), an estimated $111M added.
  • The largest Fiserv Inc seller in Q3 2013 was AllianceBernstein, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.