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FISV

Fiserv Inc
FISV

654 hedge funds and large institutions have $16.7B invested in Fiserv Inc in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 215 increasing their positions, 273 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $10.8M

15% more funds holding in top 10

Funds holding in top 10: 26 → 30 (+4)

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

11% more capital invested

Capital invested by funds: $15B → $16.7B (+$1.68B)

1% less funds holding

Funds holding: 658 → 654 (-4)

21% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 273

Holders
654
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
17.42%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
51
Increased
215
Reduced
273
Closed
45
Calls
$12.8M
Puts
$10.8M
Net Calls
+$2.05M
Net Calls Change
-$7.46M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$58.5M
2
WCM
Wedge Capital Management
North Carolina
+$46.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$43.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$43.4M
5
Barclays
Barclays
United Kingdom
+$42.2M

Top Sellers

Rank Fund Capital Flow
1
VAM
Veritas Asset Management
United Kingdom
-$250M
2
State Street
State Street
Massachusetts
-$52.4M
3
Two Sigma Investments
Two Sigma Investments
New York
-$38.5M
4
PAI
Pittenger & Anderson Inc
Nebraska
-$38.4M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$31.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFL
26
Jarislowsky, Fraser Ltd
Quebec, Canada
$130M -$1.44M -37,706 -1%
MPI
27
Mairs & Power Inc
Minnesota
$123M -$10.3M -269,380 -8%
NSCM
28
New South Capital Management
Tennessee
$122M +$27M +709,330 +30%
FAM
29
Fred Alger Management
New York
$117M +$3.52M +92,354 +3%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$110M +$2.59M +67,968 +3%
Deutsche Bank
31
Deutsche Bank
Germany
$104M +$19.7M +517,920 +25%
Goldman Sachs
32
Goldman Sachs
New York
$100M +$16M +418,980 +20%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$92.1M +$43.6M +1,142,416 +97%
TCIM
34
TIAA CREF Investment Management
New York
$90.9M +$4.01M +105,160 +5%
Legal & General Group
35
Legal & General Group
United Kingdom
$82.5M -$2.04M -53,610 -3%
Prudential Financial
36
Prudential Financial
New Jersey
$82.5M -$17.2M -450,900 -18%
RP
37
Riverbridge Partners
Minnesota
$81.9M -$366K -9,592 -0.5%
AQR Capital Management
38
AQR Capital Management
Connecticut
$73.7M +$1.17M +30,668 +2%
AAMU
39
Amundi Asset Management US
Massachusetts
$71.7M +$226K +5,918 +0.3%
B
40
Baird
Wisconsin
$64.7M +$20M +524,560 +47%
Barclays
41
Barclays
United Kingdom
$64.5M +$42.2M +1,106,912 +210%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$63.7M +$1.92M +50,462 +3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$63.3M +$6.67M +175,000 +12%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$62.3M – – –
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$60.3M -$4.53M -118,902 -7%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$59.8M +$43.4M +1,138,936 +309%
GC
47
Guggenheim Capital
Illinois
$59.5M -$2.41M -63,202 -4%
Principal Financial Group
48
Principal Financial Group
Iowa
$59.2M +$27.5M +721,198 +94%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$58M -$213K -5,578 -0.4%
CB
50
Cooke & Bieler
Pennsylvania
$56.9M -$27.3M -714,922 -33%
1
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FISV Hedge Fund Activity: Q1 2015 in Review

654 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2015, worth a combined $16.7B — up 11% from $15B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FISV positions and 45 closed out — a net gain of 6 holders — while 215 added to existing stakes and 273 trimmed.

The largest buyer was Invesco, adding an estimated $58.5M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $250M sold.

  • 654 institutional investors held Fiserv Inc (FISV) as of Q1 2015, down from 658 in Q4 2014.
  • Funds reported $16.7B of Fiserv Inc stock for Q1 2015, up 11% quarter-over-quarter.
  • 51 funds opened new Fiserv Inc positions in Q1 2015 and 45 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q1 2015 was Invesco, an estimated $58.5M added.
  • The largest Fiserv Inc seller in Q1 2015 was Veritas Asset Management, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2015.