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FISV

Fiserv Inc

748 hedge funds and large institutions have $21.6B invested in Fiserv Inc in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.4B → $21.6B (+$1.22B)

0% more funds holding

Funds holding: 748748 (0)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

2.02% less ownership

Funds ownership: 177.08%175.06% (-2%)

27% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $34.2M

37% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 352

Holders
748
Holders Change
Holders Change %
0%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1%
New
59
Increased
223
Reduced
352
Closed
48
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
351
Barometer Capital Management
Ontario, Canada
$2.44M +$199K +3,550 +9%
FCM
352
Flinton Capital Management
Pennsylvania
$2.42M -$3.04M -54,128 -56%
Cerity Partners
353
Cerity Partners
New York
$2.42M -$61.6K -1,098 -3%
NIT
354
NumerixS Investment Technologies
British Columbia, Canada
$2.41M +$370K +6,600 +19%
PWS
355
Peloton Wealth Strategists
Indiana
$2.4M -$180K -3,200 -7%
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.37M +$2.31M +41,078 New
SCM
357
Shelton Capital Management
Colorado
$2.35M -$61.6K -1,098 -3%
Victory Capital Management
358
Victory Capital Management
Texas
$2.33M +$466K +8,306 +26%
MME
359
Meag Munich Ergo
Germany
$2.28M +$2.22M +39,544 New
OSNBOA
360
Old Second National Bank of Aurora
Illinois
$2.26M -$32.8K -584 -1%
DL
361
Delta Lloyd
Netherlands
$2.26M +$448K +7,974 +26%
JWM
362
Jacobus Wealth Management
Wisconsin
$2.25M
ORI
363
Oak Ridge Investments
Illinois
$2.24M -$1.12M -19,948 -34%
EHWM
364
Eads & Heald Wealth Management
Georgia
$2.22M -$41.1K -732 -2%
TCOO
365
Trust Company of Oklahoma
Oklahoma
$2.22M -$13.8K -246 -0.6%
LPL Financial
366
LPL Financial
California
$2.08M +$102K +1,822 +5%
CS
367
Candriam SCA
Luxembourg
$2.06M +$426K +7,590 +27%
SMDAM
368
Sumitomo Mitsui DS Asset Management
Japan
$2.05M +$109K +1,948 +6%
SCM
369
Sterling Capital Management
North Carolina
$2.03M -$178K -3,164 -8%
RIM
370
Regent Investment Management
Kentucky
$2.02M +$1.96M +34,964 New
IWA
371
IBEX Wealth Advisors
New Jersey
$2.01M +$84.3K +1,502 +5%
TAM
372
Tyers Asset Management
Texas
$2M -$2.5M -44,576 -56%
WMG
373
WESCAP Management Group
California
$1.99M -$195K -3,474 -9%
BPC
374
Banque Pictet & Cie
Switzerland
$1.95M
GLA
375
Great Lakes Advisors
Illinois
$1.94M -$243K -4,336 -11%

FISV Hedge Fund Activity: Q1 2017 in Review

748 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2017, worth a combined $21.6B — up 6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FISV positions and 48 closed out — a net gain of 11 holders — while 223 added to existing stakes and 352 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55B. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $21.6B of Fiserv Inc stock for Q1 2017, up 6% quarter-over-quarter.
  • 59 funds opened new Fiserv Inc positions in Q1 2017 and 48 closed out, a net change of +11 holders.
  • The largest Fiserv Inc buyer in Q1 2017 was BlackRock, an estimated $1.55B added.
  • The largest Fiserv Inc seller in Q1 2017 was T. Rowe Price Associates, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2017.