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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$169M +$5.36M +73,868 +3%
Legal & General Group
27
Legal & General Group
United Kingdom
$156M -$7.99M -110,072 -5%
MPI
28
Mairs & Power Inc
Minnesota
$150M -$2.91M -40,141 -2%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$140M +$7.74M +106,550 +6%
JFL
30
Jarislowsky, Fraser Ltd
Quebec, Canada
$137M +$1.71M +23,508 +1%
NSCM
31
New South Capital Management
Tennessee
$134M -$17M -233,546 -11%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$131M -$2.47M -34,036 -2%
Parnassus Investments
33
Parnassus Investments
California
$126M
UBS AM
34
UBS AM
Illinois
$124M -$6.17M -84,987 -5%
Charles Schwab
35
Charles Schwab
California
$116M +$2.24M +30,831 +2%
KCM
36
Kensico Capital Management
Connecticut
$116M -$929K -12,800 -0.8%
CS
37
Credit Suisse
Switzerland
$116M +$3.88M +53,443 +4%
FPP
38
Findlay Park Partners
United Kingdom
$113M +$23.6M +325,000 +27%
Deutsche Bank
39
Deutsche Bank
Germany
$109M -$23.3M -320,546 -18%
Morgan Stanley
40
Morgan Stanley
New York
$108M +$18.3M +252,567 +21%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$105M -$712K -9,799 -0.7%
TPI
42
Tesco Pension Investment
United Kingdom
$102M -$3.76M -51,834 -4%
DZ Bank
43
DZ Bank
Germany
$101M +$2.81M +38,676 +3%
Franklin Resources
44
Franklin Resources
California
$97.6M -$1.7M -23,423 -2%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$96.4M -$26.7K -368 -0%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$95.2M +$12.5M +172,669 +16%
American Century Companies
47
American Century Companies
Missouri
$92.3M -$165K -2,274 -0.2%
PPA
48
Parametric Portfolio Associates
Washington
$92.2M -$6.26M -86,262 -6%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$90.4M -$528K -7,266 -0.6%
Adage Capital Partners
50
Adage Capital Partners
Massachusetts
$83.5M +$6.87M +94,600 +9%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.