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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
426
Buffington Mohr McNeal
Idaho
$4.44M -$232K -2,088 -4%
TPCM
427
Three Peaks Capital Management
Colorado
$4.42M -$262K -2,357 -5%
FLPIM
428
F.L. Putnam Investment Management
Massachusetts
$4.42M +$5.17M +46,519 New
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$4.33M +$350K +3,153 +7%
NME
430
Notis-McConarty Edward
$4.32M -$292K -2,629 -5%
LCM
431
Laurion Capital Management
New York
$4.32M +$5.05M +45,500 New
PA
432
Profund Advisors
Maryland
$4.28M -$1.19M -10,708 -19%
BMO
433
Beck Mack & Oliver
New York
$4.19M -$16.8K -151 -0.3%
CFG
434
Citizens Financial Group
Rhode Island
$4.1M -$162K -1,459 -3%
MS
435
Marshall & Sullivan
Washington
$4.07M -$480K -4,317 -9%
DAM
436
Deltec Asset Management
New York
$4.07M
TAF
437
Tredje AP-fonden
Sweden
$4M +$771K +6,939 +20%
MCM
438
Maytus Capital Management
New York
$3.99M +$4.67M +42,000 New
VanEck Associates
439
VanEck Associates
New York
$3.98M +$4.66M +41,940 New
TIM
440
Thompson Investment Management
Wisconsin
$3.92M -$862K -7,761 -16%
AP
441
Appleton Partners
Massachusetts
$3.9M +$113K +1,014 +3%
CIC
442
Chase Investment Counsel
Virginia
$3.87M -$473K -4,261 -9%
WANY
443
Wealthspire Advisors (New York)
New York
$3.87M +$4.32M +38,909 +2,140%
HFS
444
Hantz Financial Services
Michigan
$3.83M +$4.48M +40,375 New
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$3.76M
MCWS
446
McKinley Carter Wealth Services
West Virginia
$3.74M -$116K -1,046 -3%
Daiwa Securities Group
447
Daiwa Securities Group
Japan
$3.74M +$1.63M +14,718 +60%
KRS
448
Kentucky Retirement Systems
Kentucky
$3.71M +$1.07M +9,623 +33%
WAM
449
Wealthspire Advisors (Maryland)
Maryland
$3.66M +$72.6K +654 +2%
ACM
450
Ayrshire Capital Management
Connecticut
$3.62M -$8.55K -77 -0.2%

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.