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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
351
Peloton Wealth Strategists
Indiana
$2.38M
SIMG
352
Stephens Investment Management Group
Texas
$2.33M +$2.25M +43,752 New
IRF
353
IBM Retirement Fund
New York
$2.32M -$10.6K -206 -0.5%
SAM
354
Securian Asset Management
Minnesota
$2.32M -$21.4K -416 -0.9%
SRC
355
Stone Run Capital
New York
$2.31M
NLI
356
Nippon Life Insurance
Japan
$2.31M +$15.7K +306 +0.7%
Cerity Partners
357
Cerity Partners
New York
$2.29M +$2.21M +43,010 New
SCM
358
Shelton Capital Management
Colorado
$2.23M -$185K -3,600 -8%
CB
359
Commerce Bank
Missouri
$2.22M -$457K -8,890 -18%
CA
360
Commerzbank Aktiengesellschaft
Germany
$2.21M -$314K -6,108 -13%
BFS
361
Bradley Foster & Sargent
Connecticut
$2.2M -$122K -2,370 -5%
WAM
362
World Asset Management
Michigan
$2.15M -$202K -3,940 -9%
TCM
363
Tributary Capital Management
Nebraska
$2.14M -$545K -10,600 -21%
Balyasny Asset Management
364
Balyasny Asset Management
Illinois
$2.12M +$2.05M +39,928 New
OSNBOA
365
Old Second National Bank of Aurora
Illinois
$2.12M -$50.4K -982 -2%
EHWM
366
Eads & Heald Wealth Management
Georgia
$2.09M -$28.5K -554 -1%
Nomura Holdings
367
Nomura Holdings
Japan
$2.08M +$1.3M +25,278 +184%
JWM
368
Jacobus Wealth Management
Wisconsin
$2.07M +$11.8K +230 +0.6%
DnB Asset Management
369
DnB Asset Management
Norway
$2.07M +$92.5K +1,800 +5%
TCOO
370
Trust Company of Oklahoma
Oklahoma
$2.06M +$24.1K +470 +1%
BCM
371
Barometer Capital Management
Ontario, Canada
$2.06M -$1.06M -20,600 -35%
SCM
372
Sterling Capital Management
North Carolina
$2.04M +$217K +4,230 +12%
GLA
373
Great Lakes Advisors
Illinois
$2.02M -$1.09M -21,254 -36%
WMG
374
WESCAP Management Group
California
$2.02M -$67.1K -1,306 -3%
CAM
375
Congress Asset Management
Massachusetts
$1.96M -$101K -1,968 -5%

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.