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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Avior Wealth Management
Nebraska
$1.96M -$144K -2,049 -7%
SAM
427
Smithbridge Asset Management
Pennsylvania
$1.93M -$27.8K -395 -1%
FCBT
428
First Citizens Bank & Trust
North Carolina
$1.87M -$145K -2,059 -7%
KCM
429
Kendall Capital Management
Maryland
$1.85M +$7.38K +105 +0.4%
NIT
430
NumerixS Investment Technologies
British Columbia, Canada
$1.84M +$888K +12,628 +94%
LJHT
431
Laurie J. Hall Trustee
$1.83M -$5.63K -80 -0.3%
HI
432
Horizon Investments
North Carolina
$1.83M -$300K -4,259 -14%
CGA
433
Crescent Grove Advisors
Illinois
$1.82M -$99.2K -1,411 -5%
RE
434
RBC Europe
United Kingdom
$1.81M -$14.1K -200 -0.8%
LSERS
435
Louisiana State Employees Retirement System
Louisiana
$1.8M
CNAM
436
Campbell Newman Asset Management
Wisconsin
$1.79M -$1.27K -18 -0.1%
BWA
437
BDO Wealth Advisors
Florida
$1.78M +$38.5K +547 +2%
AIM
438
Anchor Investment Management
South Carolina
$1.78M -$28.1K -400 -2%
KA
439
KLCM Advisors
Wisconsin
$1.76M -$28.1K -400 -2%
GLA
440
Great Lakes Advisors
Illinois
$1.75M -$894K -12,708 -34%
RCM
441
Riverhead Capital Management
Delaware
$1.7M +$428K +6,080 +34%
FHAM
442
Folger Hill Asset Management
New York
$1.68M +$1.66M +23,600 New
LC
443
Landaas & Company
Wisconsin
$1.63M
Public Sector Pension Investment Board (PSP Investments)
444
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.63M
PAM
445
Panagora Asset Management
Massachusetts
$1.62M -$11.5K -164 -0.7%
SB
446
Suntrust Banks
Georgia
$1.6M +$452K +6,431 +40%
SAM
447
Symphony Asset Management
California
$1.6M -$132K -1,875 -8%
NA
448
Neuburgh Advisers
California
$1.57M +$374K +5,324 +32%
ERSOT
449
Employees Retirement System of Texas
Texas
$1.57M
LCM
450
Lee Capital Management
New York
$1.57M +$1.55M +22,000 New

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.