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FISV

Fiserv Inc

550 hedge funds and large institutions have $11.5B invested in Fiserv Inc in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.43B)

1% more funds holding

Funds holding: 547550 (+3)

11% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $36.8M

22% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 240

Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.83%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
426
Freedom Investment Management
Connecticut
$398K +$65.2K +2,696 +21%
WFM
427
Wilmington Funds Management
Delaware
$387K
WIL
428
Winifred I. Li
$387K +$102K +4,200 +38%
VIP
429
Vantage Investment Partners
Missouri
$385K
CM
430
Churchill Management
California
$361K -$871 -36 -0.3%
Truist Financial
431
Truist Financial
North Carolina
$356K -$5.42K -224 -2%
DL
432
Delta Lloyd
Netherlands
$355K
RP
433
Reinhart Partners
Wisconsin
$355K +$116K +4,800 +52%
GA
434
Geneva Advisors
Illinois
$354K -$14.5K -600 -4%
CC
435
ClearArc Capital
Ohio
$349K -$365K -15,080 -52%
BIC
436
Bridges Investment Counsel
Nebraska
$344K
EOJOAM
437
E. Ohman J:or Asset Management
Sweden
$344K
HighTower Advisors
438
HighTower Advisors
Illinois
$343K -$9.09K -376 -3%
GD
439
Grandfield & Dodd
New York
$342K
AFG
440
Albion Financial Group
Utah
$338K
PAM
441
PartnerRe Asset Management
Connecticut
$335K -$50.9K -2,104 -14%
SCM
442
Siphron Capital Management
California
$332K
SIM
443
Sadoff Investment Management
Wisconsin
$332K +$318K +13,128 New
LTFS
444
Ladenburg Thalmann Financial Services
Florida
$328K +$27.6K +1,140 +10%
MYAM
445
Meiji Yasuda Asset Management
Japan
$326K -$37.7K -1,560 -11%
CTC
446
Central Trust Company
Missouri
$326K -$8.71K -360 -3%
RCM
447
Reynolds Capital Management
Nevada
$323K
PNC
448
Park National Corp
Ohio
$310K
PCA
449
Private Capital Advisors
Connecticut
$308K
AC
450
Addenda Capital
Quebec, Canada
$308K +$6.77K +280 +2%

FISV Hedge Fund Activity: Q3 2013 in Review

550 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2013, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FISV positions and 25 closed out — a net gain of 10 holders — while 187 added to existing stakes and 240 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $111M. The largest seller was AllianceBernstein, cutting an estimated $133M.

  • 550 institutional investors held Fiserv Inc (FISV) as of Q3 2013, up from 547 in Q2 2013.
  • Funds reported $11.5B of Fiserv Inc stock for Q3 2013, up 14% quarter-over-quarter.
  • 35 funds opened new Fiserv Inc positions in Q3 2013 and 25 closed out, a net change of +10 holders.
  • The largest Fiserv Inc buyer in Q3 2013 was Egerton Capital (UK), an estimated $111M added.
  • The largest Fiserv Inc seller in Q3 2013 was AllianceBernstein, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.