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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Avior Wealth Management
Nebraska
$1.88M -$69.7K -1,080 -4%
TCM
402
Tributary Capital Management
Nebraska
$1.88M +$12.9K +200 +0.7%
FCBT
403
First Citizens Bank & Trust
North Carolina
$1.85M -$288K -4,454 -14%
PCA
404
Peddock Capital Advisors
Massachusetts
$1.85M -$2.45K -38 -0.1%
SAM
405
Smithbridge Asset Management
Pennsylvania
$1.8M +$84K +1,300 +5%
HI
406
Horizon Investments
North Carolina
$1.79M +$161K +2,494 +9%
CGA
407
Crescent Grove Advisors
Illinois
$1.77M -$339K -5,254 -16%
PAG
408
Private Advisor Group
New Jersey
$1.76M -$431K -6,676 -20%
PS
409
Pensionfund Sabic
Netherlands
$1.71M
CBOA
410
Commonwealth Bank of Australia
Australia
$1.7M -$39.6K -614 -2%
ZCA
411
Zeke Capital Advisors
Pennsylvania
$1.7M +$179K +2,772 +12%
FCM
412
Flinton Capital Management
Pennsylvania
$1.69M +$141K +2,176 +9%
KCM
413
Kendall Capital Management
Maryland
$1.69M +$1.67M +25,790 New
LJHT
414
Laurie J. Hall Trustee
$1.69M +$85.9K +1,330 +5%
KRS
415
Kentucky Retirement Systems
Kentucky
$1.69M -$24.4K -378 -1%
RE
416
RBC Europe
United Kingdom
$1.67M +$96.2K +1,490 +6%
AIM
417
Anchor Investment Management
South Carolina
$1.66M -$12.9K -200 -0.8%
LSERS
418
Louisiana State Employees Retirement System
Louisiana
$1.65M -$64.6K -1,000 -4%
CNAM
419
Campbell Newman Asset Management
Wisconsin
$1.65M -$6.84K -106 -0.4%
KA
420
KLCM Advisors
Wisconsin
$1.64M -$38.7K -600 -2%
Mariner
421
Mariner
Kansas
$1.62M +$1.03M +15,920 +182%
BWA
422
BDO Wealth Advisors
Florida
$1.6M +$6.46K +100 +0.4%
SAM
423
Symphony Asset Management
California
$1.59M -$824K -12,758 -34%
FQ
424
First Quadrant
California
$1.54M -$5.47M -84,668 -78%
N
425
Natixis
France
$1.53M -$4.13M -63,928 -73%

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.