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FISV

Fiserv Inc

658 hedge funds and large institutions have $15B invested in Fiserv Inc in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 234 increasing their positions, 250 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 17

315% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $3.02M

8% more funds holding

Funds holding: 607658 (+51)

8% more capital invested

Capital invested by funds: $13.9B → $15B (+$1.14B)

6% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 250

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

Holders
658
Holders Change
+51
Holders Change %
+8.4%
% of All Funds
17.54%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.69%
New
75
Increased
234
Reduced
250
Closed
17
Calls
$12.5M
Puts
$3.02M
Net Calls
+$9.5M
Net Calls Change
+$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
401
Laurie J. Hall Trustee
$927K +$63.7K +1,860 +8%
CTI
402
Community Trust & Investment
Kentucky
$919K
1IA
403
1834 Investment Advisors
Wisconsin
$916K -$4.11K -120 -0.5%
BAC
404
Boys Arnold & Co
North Carolina
$901K +$68.1K +1,990 +9%
SIM
405
Sentry Investment Management
Wisconsin
$883K
LNWWM
406
Laird Norton Wetherby Wealth Management
California
$865K +$16.3K +476 +2%
TMAM
407
Tokio Marine Asset Management
Japan
$847K -$291K -8,486 -26%
KA
408
KLCM Advisors
Wisconsin
$823K +$13.7K +400 +2%
DL
409
Delta Lloyd
Netherlands
$815K
BC
410
Burney Company
Virginia
$813K -$27.4K -800 -3%
P
411
Pitcairn
Pennsylvania
$799K -$8.9K -260 -1%
WS
412
Wedbush Securities
California
$784K
VIM
413
Veritas Investment Management
United Kingdom
$781K -$349K -10,200 -32%
Cambridge Investment Research Advisors
414
Cambridge Investment Research Advisors
Iowa
$778K -$1.37K -40 -0.2%
PCA
415
Peddock Capital Advisors
Massachusetts
$777K +$9.79K +286 +1%
CI
416
Constellation Investments
Ohio
$770K +$5.13K +150 +0.7%
NCM
417
Nebula Capital Management
Connecticut
$740K -$2.87M -83,800 -80%
ATC
418
Argent Trust Co
Tennessee
$739K +$713K +20,824 New
FNB
419
First Niagara Bank
New York
$729K -$1.1K -32 -0.2%
Brown Advisory
420
Brown Advisory
Maryland
$729K +$18.3K +534 +3%
SCM
421
Stevens Capital Management
Pennsylvania
$725K +$699K +20,430 New
CS
422
Candriam SCA
Luxembourg
$725K +$700K +20,438 New
CIBC World Market
423
CIBC World Market
Ontario, Canada
$719K +$694K +20,262 New
AIM
424
abrdn Investment Management
United Kingdom
$711K -$28K -818 -4%
MYLI
425
Meiji Yasuda Life Insurance
Japan
$710K +$28.1K +820 +4%

FISV Hedge Fund Activity: Q4 2014 in Review

658 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2014, worth a combined $15B — up 8.2% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FISV positions and 17 closed out — a net gain of 58 holders — while 234 added to existing stakes and 250 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $113M. The largest seller was Longview Partners, cutting an estimated $219M.

  • 658 institutional investors held Fiserv Inc (FISV) as of Q4 2014, up from 607 in Q3 2014.
  • Funds reported $15B of Fiserv Inc stock for Q4 2014, up 8.2% quarter-over-quarter.
  • 75 funds opened new Fiserv Inc positions in Q4 2014 and 17 closed out, a net change of +58 holders.
  • The largest Fiserv Inc buyer in Q4 2014 was American Century Companies, an estimated $113M added.
  • The largest Fiserv Inc seller in Q4 2014 was Longview Partners, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2014.