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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$168M +$52M +672,822 +42%
Swiss National Bank
27
Swiss National Bank
Switzerland
$164M -$758K -9,800 -0.4%
DZ Bank
28
DZ Bank
Germany
$158M +$64M +827,891 +62%
LP
29
Longview Partners
Guernsey
$152M -$11.9M -154,331 -7%
MPI
30
Mairs & Power Inc
Minnesota
$147M -$1.99M -25,697 -1%
AllianceBernstein
31
AllianceBernstein
Tennessee
$142M -$97.3M -1,258,477 -39%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$130M -$12.6M -163,063 -8%
UBS AM
33
UBS AM
Illinois
$128M +$5.86M +75,851 +5%
JFL
34
Jarislowsky, Fraser Ltd
Quebec, Canada
$120M -$15.2M -196,159 -11%
Charles Schwab
35
Charles Schwab
California
$118M +$1.41M +18,274 +1%
FPP
36
Findlay Park Partners
United Kingdom
$116M +$3.87M +50,000 +3%
KCM
37
Kensico Capital Management
Connecticut
$115M -$703K -9,100 -0.6%
CS
38
Credit Suisse
Switzerland
$108M -$12.8M -166,024 -10%
Parnassus Investments
39
Parnassus Investments
California
$107M +$3.09M +40,000 +3%
NSCM
40
New South Capital Management
Tennessee
$106M -$18.9M -244,855 -15%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$106M +$1.21M +15,608 +1%
Franklin Resources
42
Franklin Resources
California
$99.2M -$1.78K -23 -0%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$98.5M +$11.8M +152,157 +13%
TPI
44
Tesco Pension Investment
United Kingdom
$96.6M -$4.87M -62,974 -5%
Morgan Stanley
45
Morgan Stanley
New York
$90.4M +$12.5M +162,194 +15%
PPA
46
Parametric Portfolio Associates
Washington
$89.3M -$4.5M -58,160 -5%
Wells Fargo
47
Wells Fargo
California
$86.1M -$12.2M -157,842 -12%
Deutsche Bank
48
Deutsche Bank
Germany
$83.5M -$10.3M -133,006 -10%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$78.1M -$12.7M -164,388 -13%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$77.7M -$31.5K -407 -0%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.