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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$158M -$16M -226,843 -9%
Bank of America
27
Bank of America
North Carolina
$157M -$3.77M -53,584 -2%
MPI
28
Mairs & Power Inc
Minnesota
$147M -$2.23M -31,709 -2%
NSCM
29
New South Capital Management
Tennessee
$146M -$7.44M -105,789 -5%
JFL
30
Jarislowsky, Fraser Ltd
Quebec, Canada
$130M +$526K +7,473 +0.4%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$128M +$40.7M +578,114 +47%
Deutsche Bank
32
Deutsche Bank
Germany
$128M -$29.2M -414,716 -19%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$127M +$3.79M +53,915 +3%
UBS AM
34
UBS AM
Illinois
$125M +$11.9M +168,941 +11%
Parnassus Investments
35
Parnassus Investments
California
$121M
KCM
36
Kensico Capital Management
Connecticut
$113M +$111M +1,580,000 New
Charles Schwab
37
Charles Schwab
California
$110M +$1.27M +17,995 +1%
CS
38
Credit Suisse
Switzerland
$107M +$17.3M +245,451 +19%
TPI
39
Tesco Pension Investment
United Kingdom
$102M -$7.3M -103,789 -7%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$102M -$2.93M -41,608 -3%
TCIM
41
TIAA CREF Investment Management
New York
$102M +$494K +7,020 +0.5%
Franklin Resources
42
Franklin Resources
California
$95.6M -$33.7M -479,148 -26%
PPA
43
Parametric Portfolio Associates
Washington
$94.9M +$5.32M +75,656 +6%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$92.8M -$13.6M -193,497 -13%
American Century Companies
45
American Century Companies
Missouri
$89M -$21.8M -310,123 -20%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$87.6M +$4.98M +70,828 +6%
DZ Bank
47
DZ Bank
Germany
$86.9M +$41.9M +595,141 +81%
Morgan Stanley
48
Morgan Stanley
New York
$86M -$8.22M -116,861 -9%
FPP
49
Findlay Park Partners
United Kingdom
$85.6M -$49.2M -700,000 -37%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$81.5M -$2.45M -34,794 -3%

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.