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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
376
Catalyst Capital Advisors
New York
$1.94M -$431K -8,400 -19%
PA
377
Profund Advisors
Maryland
$1.92M -$8.32K -162 -0.4%
GWM
378
Graybill Wealth Management
Illinois
$1.91M +$42.6K +830 +2%
VKH
379
Virtu KCG Holdings
New York
$1.91M -$140K -2,720 -7%
GJIC
380
Gamble Jones Investment Counsel
California
$1.87M -$56.5K -1,100 -3%
NIT
381
NumerixS Investment Technologies
British Columbia, Canada
$1.87M -$890K -17,322 -33%
SIM
382
Sentry Investment Management
Wisconsin
$1.84M
LPL Financial
383
LPL Financial
California
$1.83M +$689K +13,410 +64%
DSC
384
Duncker Streett & Co
Missouri
$1.83M -$7.71K -150 -0.4%
IWA
385
IBEX Wealth Advisors
New Jersey
$1.82M +$80.3K +1,564 +5%
BPC
386
Banque Pictet & Cie
Switzerland
$1.8M
SMDAM
387
Sumitomo Mitsui DS Asset Management
Japan
$1.79M -$34.8K -678 -2%
SNBOSD
388
Security National Bank of So Dak
Iowa
$1.76M -$18.6K -362 -1%
Victory Capital Management
389
Victory Capital Management
Texas
$1.71M +$131K +2,542 +9%
CWM
390
CIBC World Markets
New York
$1.7M +$1.18M +23,052 +257%
TG
391
TCW Group
California
$1.7M -$25.7K -500 -2%
AWM
392
Avior Wealth Management
Nebraska
$1.68M -$123K -2,402 -7%
KRS
393
Kentucky Retirement Systems
Kentucky
$1.67M -$108K -2,098 -6%
DL
394
Delta Lloyd
Netherlands
$1.66M
VIM
395
Veritas Investment Management
United Kingdom
$1.66M
1GA
396
1st Global Advisors
Texas
$1.66M -$789K -15,358 -33%
GIA
397
Gateway Investment Advisers
Ohio
$1.65M -$35.2K -686 -2%
Cambridge Investment Research Advisors
398
Cambridge Investment Research Advisors
Iowa
$1.65M +$2.88K +56 +0.2%
LAM
399
Lebenthal Asset Management
New York
$1.63M -$115K -2,238 -7%
BTW
400
Boston Trust Walden
Massachusetts
$1.61M -$3.6K -70 -0.2%

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.