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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Avior Wealth Management
Nebraska
$2.06M +$25.7K +354 +1%
TCM
427
Tributary Capital Management
Nebraska
$2.05M -$79.9K -1,100 -4%
GLA
428
Great Lakes Advisors
Illinois
$2.02M +$203K +2,790 +11%
MYLI
429
Meiji Yasuda Life Insurance
Japan
$2.02M -$228K -3,140 -10%
KCM
430
Kendall Capital Management
Maryland
$2M +$81.3K +1,120 +4%
PAG
431
Private Advisor Group
New Jersey
$2M +$1.33M +18,319 +218%
MERSOM
432
Municipal Employees' Retirement System of Michigan
Michigan
$1.99M +$1.16M +15,920 +146%
BS
433
Boenning & Scattergood
Pennsylvania
$1.98M +$1.94M +26,682 New
BCM
434
Bayesian Capital Management
New York
$1.95M +$646K +8,900 +51%
NIT
435
NumerixS Investment Technologies
British Columbia, Canada
$1.94M +$12.7K +175 +0.7%
LJHT
436
Laurie J. Hall Trustee
$1.93M +$25.4K +350 +1%
FCBT
437
First Citizens Bank & Trust
North Carolina
$1.92M -$24K -330 -1%
BWA
438
BDO Wealth Advisors
Florida
$1.91M +$61.7K +850 +3%
CGA
439
Crescent Grove Advisors
Illinois
$1.91M +$14.2K +196 +0.8%
BC
440
Burney Company
Virginia
$1.86M +$253K +3,483 +16%
GJIC
441
Gamble Jones Investment Counsel
California
$1.86M -$174K -2,400 -9%
RE
442
RBC Europe
United Kingdom
$1.86M -$19.2K -265 -1%
AIM
443
Anchor Investment Management
South Carolina
$1.85M -$1.67K -23 -0.1%
RCM
444
Riverhead Capital Management
Delaware
$1.84M +$72.1K +993 +4%
BIM
445
Baldwin Investment Management
Pennsylvania
$1.84M +$1.8M +24,800 New
KA
446
KLCM Advisors
Wisconsin
$1.83M
CNAM
447
Campbell Newman Asset Management
Wisconsin
$1.82M -$37.8K -520 -2%
SO
448
STRS Ohio
Ohio
$1.81M +$434K +5,975 +32%
SL
449
Signition LP
New York
$1.8M +$192K +2,640 +12%
LSERS
450
Louisiana State Employees Retirement System
Louisiana
$1.79M -$79.9K -1,100 -4%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.