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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
RE
426
RBC Europe
United Kingdom
$1.83M -$8.5K -110 -0.4%
KA
427
KLCM Advisors
Wisconsin
$1.81M
FFG
428
Fortem Financial Group
California
$1.8M +$1.9M +24,517 New
PA
429
PFG Advisors
Arizona
$1.79M +$1.64M +21,264 New
Walleye Trading
430
Walleye Trading
New York
$1.79M +$1.77M +22,864 +1,582%
AIM
431
Anchor Investment Management
South Carolina
$1.78M -$7.73K -100 -0.4%
SIM
432
Sentry Investment Management
Wisconsin
$1.78M -$273K -3,532 -13%
KCM
433
Kendall Capital Management
Maryland
$1.77M -$202K -2,616 -10%
TAM
434
Tyers Asset Management
Texas
$1.76M +$307K +3,976 +20%
BIM
435
Baldwin Investment Management
Pennsylvania
$1.76M -$38.7K -500 -2%
WG
436
Winton Group
United Kingdom
$1.75M +$635K +8,212 +53%
FCBT
437
First Citizens Bank & Trust
North Carolina
$1.73M -$130K -1,683 -7%
II
438
IFM Investors
Australia
$1.73M +$181K +2,337 +11%
AWM
439
Avior Wealth Management
Nebraska
$1.72M -$329K -4,261 -16%
LC
440
Landaas & Company
Wisconsin
$1.68M
SAM
441
Strategy Asset Managers
California
$1.67M -$1.54M -19,891 -47%
AG
442
Advisor Group
Arizona
$1.67M +$306K +3,954 +21%
1832 Asset Management
443
1832 Asset Management
Ontario, Canada
$1.66M +$1.97M +25,449 +3,393%
BC
444
Burney Company
Virginia
$1.63M -$209K -2,709 -11%
OCM
445
Orser Capital Management
Texas
$1.62M
CSS
446
Cubist Systematic Strategies
Connecticut
$1.61M +$1.36M +17,649 +409%
COPPSERS
447
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.6M -$888K -11,491 -35%
CCM
448
Cox Capital Management
Massachusetts
$1.6M +$15K +194 +1%
CIBC World Market
449
CIBC World Market
Ontario, Canada
$1.59M -$2.63M -34,030 -61%
AC
450
Addenda Capital
Quebec, Canada
$1.57M -$21.9K -283 -1%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.