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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
451
Eads & Heald Wealth Management
Georgia
$2.66M -$66.7K -761 -3%
CGA
452
Crescent Grove Advisors
Illinois
$2.64M
OAM
453
Ostrum Asset Management
France
$2.63M +$561K +6,400 +28%
NA
454
Neuburgh Advisers
California
$2.62M +$783K +8,932 +45%
PAM
455
Panagora Asset Management
Massachusetts
$2.62M -$45.7K -521 -2%
WAM
456
World Asset Management
Michigan
$2.61M +$31.7K +362 +1%
CIBC World Market
457
CIBC World Market
Ontario, Canada
$2.61M -$402K -4,586 -14%
MCM
458
Monument Capital Management
Virginia
$2.61M -$186K -2,119 -7%
CBOA
459
Commonwealth Bank of Australia
Australia
$2.6M -$83.2K -949 -3%
CM
460
Castleark Management
Illinois
$2.58M -$6.15M -70,160 -71%
JCM
461
Jag Capital Management
Missouri
$2.58M -$88.9K -1,015 -3%
TCM
462
Tributary Capital Management
Nebraska
$2.57M -$245K -2,800 -9%
NED
463
Nancy E. Dempze
$2.56M -$80.2K -915 -3%
II
464
IFM Investors
Australia
$2.55M +$224K +2,559 +10%
ER
465
Enlightenment Research
Florida
$2.54M +$2.55M +29,100 New
ECM
466
Element Capital Management
New York
$2.53M +$926K +10,567 +62%
PCA
467
Peddock Capital Advisors
Massachusetts
$2.5M -$9.99K -114 -0.4%
BS
468
Boenning & Scattergood
Pennsylvania
$2.49M
PFM
469
Patton Fund Management
Texas
$2.44M +$2.35M +26,825 New
BWA
470
BDO Wealth Advisors
Florida
$2.36M -$15.5K -177 -0.7%
RE
471
RBC Europe
United Kingdom
$2.35M +$150K +1,712 +7%
DRD
472
Dennis R. Delaney
$2.35M -$41.6K -475 -2%
CNAM
473
Campbell Newman Asset Management
Wisconsin
$2.32M -$6.48K -74 -0.3%
AC
474
Addenda Capital
Quebec, Canada
$2.31M +$85.8K +979 +4%
AIM
475
Anchor Investment Management
South Carolina
$2.3M +$60.5K +690 +3%

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.