We are live on ! Find out more
FISV

Fiserv Inc

743 hedge funds and large institutions have $24B invested in Fiserv Inc in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 234 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

5% more capital invested

Capital invested by funds: $22.8B → $24B (+$1.21B)

1.56% more ownership

Funds ownership: 175.56%177.12% (+1.6%)

2% less funds holding

Funds holding: 759743 (-16)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.1M

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 314

Holders
743
Holders Change
-16
Holders Change %
-2.11%
% of All Funds
18.52%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
45
Increased
234
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
351
Dupont Capital Management
Delaware
$2.61M +$906K +14,580 +56%
IWA
352
IBEX Wealth Advisors
New Jersey
$2.61M -$25.3K -408 -1%
ERSOT
353
Employees Retirement System of Texas
Texas
$2.59M
JCM
354
Jag Capital Management
Missouri
$2.57M -$163K -2,630 -6%
NMERB
355
New Mexico Educational Retirement Board
New Mexico
$2.55M
TCOO
356
Trust Company of Oklahoma
Oklahoma
$2.51M +$41.1K +662 +2%
JWM
357
Jacobus Wealth Management
Wisconsin
$2.51M
OSNBOA
358
Old Second National Bank of Aurora
Illinois
$2.48M -$17.4K -280 -0.7%
JG
359
Jefferies Group
New York
$2.48M +$1.43M +23,022 +149%
Millennium Management
360
Millennium Management
New York
$2.47M -$56.1M -902,164 -96%
SG Americas Securities
361
SG Americas Securities
New York
$2.46M +$429K +6,906 +22%
SCM
362
Shelton Capital Management
Colorado
$2.39M -$564K -9,072 -20%
SAM
363
Symphony Asset Management
California
$2.39M +$376K +6,046 +20%
AL
364
AJO LP
Pennsylvania
$2.38M -$306K -4,918 -12%
EHWM
365
Eads & Heald Wealth Management
Georgia
$2.37M -$16.9K -272 -0.7%
Cerity Partners
366
Cerity Partners
New York
$2.37M +$1.66M +26,732 +269%
Acadian Asset Management
367
Acadian Asset Management
Massachusetts
$2.29M +$1.85M +29,812 +525%
WAM
368
Wealthspire Advisors (Maryland)
Maryland
$2.28M +$77.8K +1,252 +4%
ACP
369
Ashfield Capital Partners
California
$2.25M -$241K -3,882 -10%
BTW
370
Boston Trust Walden
Massachusetts
$2.25M +$292K +4,700 +16%
COPPSERS
371
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.21M +$166K +2,678 +8%
WMG
372
WESCAP Management Group
California
$2.16M
PA
373
Profund Advisors
Maryland
$2.15M +$3.11K +50 +0.2%
D.E. Shaw & Co
374
D.E. Shaw & Co
New York
$2.15M -$26.1M -420,774 -93%
SMDAM
375
Sumitomo Mitsui DS Asset Management
Japan
$2.13M -$88.6K -1,426 -4%

FISV Hedge Fund Activity: Q3 2017 in Review

743 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2017, worth a combined $24B — up 5.3% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FISV and 45 opened new positions — a net loss of 7 holders — while 314 trimmed existing stakes and 234 added.

The largest buyer was Longview Partners, adding an estimated $127M. The largest seller was Ninety One (UK), exiting entirely with an estimated $104M sold.

  • 743 institutional investors held Fiserv Inc (FISV) as of Q3 2017, down from 759 in Q2 2017.
  • Funds reported $24B of Fiserv Inc stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 45 funds opened new Fiserv Inc positions in Q3 2017 and 52 closed out, a net change of -7 holders.
  • The largest Fiserv Inc buyer in Q3 2017 was Longview Partners, an estimated $127M added.
  • The largest Fiserv Inc seller in Q3 2017 was Ninety One (UK), an estimated $104M sold.

Based on aggregated 13F filings for Q3 2017.