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FISV

Fiserv Inc

764 hedge funds and large institutions have $20B invested in Fiserv Inc in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 231 increasing their positions, 372 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

39% more funds holding in top 10

Funds holding in top 10: 3853 (+15)

9% more capital invested

Capital invested by funds: $18.3B → $20B (+$1.66B)

2% more funds holding

Funds holding: 746764 (+18)

18% less call options, than puts

Call options by funds: $39.3M | Put options by funds: $47.7M

38% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 372

Holders
764
Holders Change
+18
Holders Change %
+2.41%
% of All Funds
20.35%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
1.41%
New
64
Increased
231
Reduced
372
Closed
40
Calls
$39.3M
Puts
$47.7M
Net Calls
-$8.44M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
376
Chartwell Investment Partners
Pennsylvania
$2.11M +$1.95M +41,070 New
OSNBOA
377
Old Second National Bank of Aurora
Illinois
$2.1M +$1.91M +40,226 +5,028%
KRS
378
Kentucky Retirement Systems
Kentucky
$2.1M +$296K +6,244 +18%
IAM
379
Impax Asset Management
New Hampshire
$2.05M +$1.9M +40,000 New
Capstone Investment Advisors
380
Capstone Investment Advisors
New York
$2.01M +$257K +5,420 +16%
TCOO
381
Trust Company of Oklahoma
Oklahoma
$2M -$20.4K -430 -1%
JWM
382
Jacobus Wealth Management
Wisconsin
$1.99M
OAM
383
Oxford Asset Management
United Kingdom
$1.98M +$1.83M +38,552 New
AIM
384
Anchor Investment Management
South Carolina
$1.95M +$1.8M +37,960 New
PG
385
PEAK6 Group
Illinois
$1.88M +$1.69M +35,714 +3,882%
BWP
386
Baldwin Wealth Partners
Massachusetts
$1.87M +$26.8K +566 +2%
GLA
387
Great Lakes Advisors
Illinois
$1.87M +$440K +9,284 +34%
WBC
388
Westpac Banking Corp
Australia
$1.87M -$1.49M -31,458 -46%
DSC
389
Duncker Streett & Co
Missouri
$1.86M -$199K -4,196 -10%
LS
390
Livforsakringsbolaget Skandia
Sweden
$1.84M
WAM
391
Wealthspire Advisors (Maryland)
Maryland
$1.83M -$47.8K -1,008 -3%
SMDAM
392
Sumitomo Mitsui DS Asset Management
Japan
$1.79M +$17.5K +370 +1%
SCM
393
Sterling Capital Management
North Carolina
$1.79M -$571K -12,044 -26%
DCM
394
Dupont Capital Management
Delaware
$1.78M -$291K -6,136 -15%
TG
395
TCW Group
California
$1.78M -$21.3K -450 -1%
SIM
396
Sentry Investment Management
Wisconsin
$1.78M -$63.8K -1,346 -4%
BPC
397
Banque Pictet & Cie
Switzerland
$1.73M
DnB Asset Management
398
DnB Asset Management
Norway
$1.7M +$266K +5,600 +20%
COPPSERS
399
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.7M +$153K +3,224 +11%
BIM
400
Bridges Investment Management
Nebraska
$1.67M -$14.2K -300 -0.9%

FISV Hedge Fund Activity: Q1 2016 in Review

764 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2016, worth a combined $20B — up 9.1% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FISV positions and 40 closed out — a net gain of 24 holders — while 231 added to existing stakes and 372 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $532M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 764 institutional investors held Fiserv Inc (FISV) as of Q1 2016, up from 746 in Q4 2015.
  • Funds reported $20B of Fiserv Inc stock for Q1 2016, up 9.1% quarter-over-quarter.
  • 64 funds opened new Fiserv Inc positions in Q1 2016 and 40 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q1 2016 was Royal London Asset Management, an estimated $532M added.
  • The largest Fiserv Inc seller in Q1 2016 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q1 2016.