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FISV

Fiserv Inc

683 hedge funds and large institutions have $18B invested in Fiserv Inc in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 293 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

23% more funds holding in top 10

Funds holding in top 10: 3543 (+8)

3% more funds holding

Funds holding: 663683 (+20)

3% more capital invested

Capital invested by funds: $17.5B → $18B (+$528M)

10% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $19.2M

26% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 293

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
19.06%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
1.2%
New
52
Increased
218
Reduced
293
Closed
28
Calls
$17.3M
Puts
$19.2M
Net Calls
-$1.86M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$127M -$3.66M -84,676 -3%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$122M -$23.1M -534,460 -16%
MPI
28
Mairs & Power Inc
Minnesota
$110M -$16.2M -374,610 -13%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$103M -$20.2M -465,988 -16%
TCIM
30
TIAA CREF Investment Management
New York
$98.7M +$4.92M +113,690 +5%
Legal & General Group
31
Legal & General Group
United Kingdom
$94.3M +$4.7M +108,578 +5%
Goldman Sachs
32
Goldman Sachs
New York
$92.5M -$563K -13,018 -0.6%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$88.1M +$16.4M +378,394 +23%
AQR Capital Management
34
AQR Capital Management
Connecticut
$84.5M -$8.23M -190,350 -9%
AAMU
35
Amundi Asset Management US
Massachusetts
$78.5M +$323K +7,474 +0.4%
Prudential Financial
36
Prudential Financial
New Jersey
$76.7M -$7.7M -178,080 -9%
PAMU
37
Pictet Asset Management (UK)
United Kingdom
$71.5M +$3.08M +71,200 +5%
Swiss National Bank
38
Swiss National Bank
Switzerland
$71.3M +$3.08M +71,200 +5%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$66.8M -$489K -11,304 -0.7%
KCM
40
Kensico Capital Management
Connecticut
$65.4M +$28.1M +650,000 +76%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$65.3M -$1.81M -41,800 -3%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$63M -$3.08M -71,094 -5%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$62.8M -$35.3M -816,662 -36%
Principal Financial Group
44
Principal Financial Group
Iowa
$59.5M -$3.71M -85,664 -6%
CS
45
Credit Suisse
Switzerland
$59.3M +$7.6M +175,584 +15%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$59.2M +$1.53M +35,426 +3%
Allianz Asset Management
47
Allianz Asset Management
Germany
$57.2M +$12.2M +281,294 +27%
PAM
48
Panagora Asset Management
Massachusetts
$55.8M -$5.58M -128,932 -9%
Charles Schwab
49
Charles Schwab
California
$54.7M +$428K +9,890 +0.8%
VNIM
50
Vaughan Nelson Investment Management
Texas
$53.9M +$13.2M +305,626 +33%

FISV Hedge Fund Activity: Q3 2015 in Review

683 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2015, worth a combined $18B — up 3% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FISV positions and 28 closed out — a net gain of 24 holders — while 218 added to existing stakes and 293 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $120M. The largest seller was Egerton Capital (UK), cutting an estimated $108M.

  • 683 institutional investors held Fiserv Inc (FISV) as of Q3 2015, up from 663 in Q2 2015.
  • Funds reported $18B of Fiserv Inc stock for Q3 2015, up 3% quarter-over-quarter.
  • 52 funds opened new Fiserv Inc positions in Q3 2015 and 28 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q3 2015 was Massachusetts Financial Services, an estimated $120M added.
  • The largest Fiserv Inc seller in Q3 2015 was Egerton Capital (UK), an estimated $108M sold.

Based on aggregated 13F filings for Q3 2015.