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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TG
351
TCW Group
California
$3.28M -$487K -6,706 -13%
LCH
352
Lee Capital Holdings
New York
$3.24M +$3.17M +43,676 New
OPCM
353
Osborne Partners Capital Management
California
$3.22M -$49.5K -682 -2%
Janney Montgomery Scott
354
Janney Montgomery Scott
Pennsylvania
$3.22M -$25.3K -348 -0.8%
BFS
355
Bradley Foster & Sargent
Connecticut
$3.22M +$27.2K +375 +0.9%
COPPSERS
356
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.18M +$427K +5,885 +16%
TPCM
357
Three Peaks Capital Management
Colorado
$3.17M +$3.11M +42,850 New
DSC
358
Duncker Streett & Co
Missouri
$3.17M
Mariner
359
Mariner
Kansas
$3.16M +$642K +8,837 +26%
SAM
360
Securian Asset Management
Minnesota
$3.12M -$21.1K -290 -0.7%
MCWS
361
McKinley Carter Wealth Services
West Virginia
$3.05M -$77.3K -1,064 -3%
CRC
362
Curi RMB Capital
Illinois
$3.04M
SSA
363
Schonfeld Strategic Advisors
New York
$2.98M +$2.92M +40,184 New
PWS
364
Peloton Wealth Strategists
Indiana
$2.96M
ACM
365
Axel Capital Management
New York
$2.96M +$2.9M +40,000 New
OC
366
Oarsman Capital
Wisconsin
$2.96M -$25.1K -345 -0.9%
Mirae Asset Global Investments
367
Mirae Asset Global Investments
South Korea
$2.94M +$389K +5,352 +16%
SCM
368
Shelton Capital Management
Colorado
$2.91M +$203K +2,794 +8%
Commonwealth Equity Services
369
Commonwealth Equity Services
Massachusetts
$2.91M -$154K -2,115 -5%
IWA
370
IBEX Wealth Advisors
New Jersey
$2.89M
PDN
371
Pensionfund DSM Netherlands
Netherlands
$2.88M -$603K -8,300 -18%
JCM
372
Jag Capital Management
Missouri
$2.88M +$139K +1,909 +5%
FC
373
Fayerweather Charles
$2.85M -$123K -1,692 -4%
ACM
374
Ativo Capital Management
Illinois
$2.83M -$87.1K -1,200 -3%
NMERB
375
New Mexico Educational Retirement Board
New Mexico
$2.82M -$116K -1,600 -4%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.