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FISV

Fiserv Inc

764 hedge funds and large institutions have $20B invested in Fiserv Inc in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 231 increasing their positions, 372 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

39% more funds holding in top 10

Funds holding in top 10: 3853 (+15)

9% more capital invested

Capital invested by funds: $18.3B → $20B (+$1.66B)

2% more funds holding

Funds holding: 746764 (+18)

18% less call options, than puts

Call options by funds: $39.3M | Put options by funds: $47.7M

38% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 372

Holders
764
Holders Change
+18
Holders Change %
+2.41%
% of All Funds
20.35%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
1.41%
New
64
Increased
231
Reduced
372
Closed
40
Calls
$39.3M
Puts
$47.7M
Net Calls
-$8.44M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
STMM
426
South Texas Money Management
Texas
$1.39M
CNAM
427
Campbell Newman Asset Management
Wisconsin
$1.38M +$95 +2 +0%
CWM
428
CIBC World Markets
New York
$1.37M -$532K -11,224 -30%
KeyBank National Association
429
KeyBank National Association
Ohio
$1.35M -$182K -3,832 -13%
BCFS
430
Butensky & Cohen Financial Security
Florida
$1.35M -$116K -2,450 -9%
ACM
431
Alpha Capital Management
Texas
$1.35M -$118K -2,486 -9%
PC
432
Passport Capital
California
$1.35M +$110K +2,314 +10%
NIT
433
NumerixS Investment Technologies
British Columbia, Canada
$1.34M +$770K +16,240 +166%
CTI
434
Community Trust & Investment
Kentucky
$1.33M
SC
435
Scotia Capital
Ontario, Canada
$1.31M +$130K +2,740 +12%
LNWWM
436
Laird Norton Wetherby Wealth Management
California
$1.29M -$1.04K -22 -0.1%
PCA
437
Peddock Capital Advisors
Massachusetts
$1.28M +$66.3K +1,398 +6%
CL
438
Choreo LLC
Illinois
$1.27M +$926K +19,534 +373%
SLAM
439
Swiss Life Asset Management
$1.25M +$278K +5,860 +32%
LWM
440
LBA Wealth Management
Florida
$1.24M -$20.7K -436 -2%
FIM
441
Freedom Investment Management
Connecticut
$1.23M +$173K +3,644 +18%
FBA
442
Front Barnett Associates
Illinois
$1.22M -$204K -4,298 -15%
CWM
443
Confluence Wealth Management
Oregon
$1.22M +$374K +7,894 +50%
KA
444
KLCM Advisors
Wisconsin
$1.21M -$19K -400 -2%
Victory Capital Management
445
Victory Capital Management
Texas
$1.19M -$157K -3,304 -12%
ATC
446
Argent Trust Co
Tennessee
$1.19M -$35.3K -744 -3%
CIM
447
Calvert Investment Management
Maryland
$1.18M +$64.5K +1,360 +6%
CBOA
448
Commonwealth Bank of Australia
Australia
$1.17M -$343K -7,236 -24%
1IA
449
1834 Investment Advisors
Wisconsin
$1.15M
LJHT
450
Laurie J. Hall Trustee
$1.14M -$37.9K -800 -3%

FISV Hedge Fund Activity: Q1 2016 in Review

764 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2016, worth a combined $20B — up 9.1% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FISV positions and 40 closed out — a net gain of 24 holders — while 231 added to existing stakes and 372 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $532M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 764 institutional investors held Fiserv Inc (FISV) as of Q1 2016, up from 746 in Q4 2015.
  • Funds reported $20B of Fiserv Inc stock for Q1 2016, up 9.1% quarter-over-quarter.
  • 64 funds opened new Fiserv Inc positions in Q1 2016 and 40 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q1 2016 was Royal London Asset Management, an estimated $532M added.
  • The largest Fiserv Inc seller in Q1 2016 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q1 2016.