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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ADMI
351
Albert D. Mason Inc
Massachusetts
$3.21M -$23.9K -340 -0.7%
TRSOTSOK
352
Teachers Retirement System of the State of Kentucky
Kentucky
$3.19M +$127K +1,800 +4%
SLAM
353
Swiss Life Asset Management
$3.17M -$1.55M -22,020 -33%
OPCM
354
Osborne Partners Capital Management
California
$3.15M -$2.81K -40 -0.1%
MME
355
Meag Munich Ergo
Germany
$3.15M +$1.73M +24,554 +122%
Janney Montgomery Scott
356
Janney Montgomery Scott
Pennsylvania
$3.13M +$810K +11,513 +36%
BFS
357
Bradley Foster & Sargent
Connecticut
$3.07M -$14.1K -200 -0.5%
DSC
358
Duncker Streett & Co
Missouri
$3.05M -$57.5K -818 -2%
CSS
359
Cubist Systematic Strategies
Connecticut
$3.03M +$2.27M +32,296 +317%
SAM
360
Securian Asset Management
Minnesota
$3.02M -$43.2K -614 -1%
MCWS
361
McKinley Carter Wealth Services
West Virginia
$3.01M -$58.5K -832 -2%
NIPH
362
NN Investment Partners Holdings
Netherlands
$3.01M
JG
363
Jefferies Group
New York
$2.97M -$7.47M -106,241 -72%
Commonwealth Equity Services
364
Commonwealth Equity Services
Massachusetts
$2.95M -$103K -1,461 -3%
IG
365
ING Group
Netherlands
$2.94M -$661K -9,404 -19%
CBT
366
Central Bank & Trust
Kentucky
$2.94M -$1.17M -16,606 -29%
CRC
367
Curi RMB Capital
Illinois
$2.92M +$4.36K +62 +0.2%
DCM
368
Dupont Capital Management
Delaware
$2.9M +$59.6K +848 +2%
IWA
369
IBEX Wealth Advisors
New Jersey
$2.89M +$20.4K +290 +0.7%
NB
370
NBT Bank
New York
$2.89M -$114K -1,625 -4%
Envestnet Asset Management
371
Envestnet Asset Management
Illinois
$2.88M -$4.48M -63,725 -61%
OC
372
Oarsman Capital
Wisconsin
$2.87M -$126K -1,790 -4%
FC
373
Fayerweather Charles
$2.86M -$237K -3,365 -8%
PWS
374
Peloton Wealth Strategists
Indiana
$2.85M -$28.1K -400 -1%
NMERB
375
New Mexico Educational Retirement Board
New Mexico
$2.83M -$56.3K -800 -2%

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.