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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
376
New Mexico Educational Retirement Board
New Mexico
$2.54M -$155K -2,000 -5%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$2.52M -$149K -1,928 -5%
LJHT
378
Laurie J. Hall Trustee
$2.5M +$85K +1,100 +4%
PAM
379
Panagora Asset Management
Massachusetts
$2.49M +$1.02M +13,142 +63%
FC
380
Fayerweather Charles
$2.47M -$89.2K -1,154 -3%
GLA
381
Great Lakes Advisors
Illinois
$2.42M +$103K +1,334 +4%
WMG
382
WESCAP Management Group
California
$2.41M
TCOO
383
Trust Company of Oklahoma
Oklahoma
$2.41M -$40K -517 -2%
HI
384
Horizon Investments
North Carolina
$2.39M -$263K -3,399 -9%
MLM
385
Mount Lucas Management
Pennsylvania
$2.39M +$54.5K +705 +2%
MCM
386
Monument Capital Management
Virginia
$2.38M +$15.5K +200 +0.6%
NED
387
Nancy E. Dempze
$2.37M -$71.1K -920 -3%
RIM
388
Redpoint Investment Management
Australia
$2.37M
SO
389
STRS Ohio
Ohio
$2.34M +$633K +8,186 +35%
CCT
390
Capital City Trust
Florida
$2.34M -$8.5K -110 -0.3%
BCM
391
Bridgeway Capital Management
Texas
$2.33M +$2.45M +31,700 New
EHWM
392
Eads & Heald Wealth Management
Georgia
$2.32M -$71.7K -927 -3%
SAM
393
Security Asset Management
New York
$2.32M
FIM
394
Freedom Investment Management
Connecticut
$2.31M -$277K -3,586 -10%
PAMG
395
Patton Albertson Miller Group
Tennessee
$2.29M -$43.2K -559 -2%
SMDAM
396
Sumitomo Mitsui DS Asset Management
Japan
$2.28M -$95.8K -1,239 -4%
SAM
397
Smithbridge Asset Management
Pennsylvania
$2.28M +$41.8K +541 +2%
CS
398
Candriam SCA
Luxembourg
$2.28M -$157K -2,026 -6%
TCM
399
Tributary Capital Management
Nebraska
$2.28M
ACP
400
Ashfield Capital Partners
California
$2.26M +$106K +1,368 +5%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.