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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
451
Howland Capital Management
Massachusetts
$1.09M +$257K +5,000 +32%
FA
452
FDx Advisors
Illinois
$1.09M +$150K +2,922 +17%
Wealth Enhancement Advisory Services
453
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$1.04M +20,314 New
FBA
454
Front Barnett Associates
Illinois
$1.05M
GT
455
Glenmede Trust
Pennsylvania
$1.04M +$13.3K +258 +1%
Jones Financial Companies
456
Jones Financial Companies
Missouri
$1.02M -$170K -3,306 -15%
CIA
457
Choate Investment Advisors
Massachusetts
$1.01M +$23.1K +450 +2%
Susquehanna International Group
458
Susquehanna International Group
Pennsylvania
$1.01M +$975K +18,974 New
OI
459
Oakbrook Investments
Illinois
$1M -$211K -4,100 -18%
NAMA
460
Nikko Asset Management Americas
New York
$978K +$945K +18,400 New
AIP
461
Ameritas Investment Partners
Nebraska
$976K
DRD
462
Dennis R. Delaney
$968K
CWM
463
Confluence Wealth Management
Oregon
$957K -$42.2K -822 -4%
UAM
464
UAS Asset Management
New York
$957K
V
465
Veritable
Delaware
$952K +$20.8K +404 +2%
NIMI
466
Natixis Investment Managers International
France
$939K +$563K +10,964 +163%
BC
467
Burney Company
Virginia
$935K +$136K +2,650 +18%
DADC
468
D.A. Davidson & Co
Montana
$933K -$82K -1,596 -8%
HAM
469
Highstreet Asset Management
Ontario, Canada
$932K +$901K +17,538 New
Northwestern Mutual Wealth Management
470
Northwestern Mutual Wealth Management
Wisconsin
$919K +$888K +17,290 New
AssetMark Inc
471
AssetMark Inc
California
$918K -$57.3K -1,116 -6%
GSBTD
472
Glenview State Bank Trust Department
Illinois
$910K
DY
473
Dowling & Yahnke
California
$908K +$22.2K +432 +3%
ATC
474
Argent Trust Co
Tennessee
$903K -$24.7K -480 -3%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$894K -$58.7K -1,142 -6%

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.