We are live on ! Find out more
FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Winslow Capital Management
26
Winslow Capital Management
Minnesota
$333M -$9.91M -89,238 -2%
CS
27
Credit Suisse
Switzerland
$310M +$11.1M +99,487 +3%
DZ Bank
28
DZ Bank
Germany
$301M +$41.2M +371,111 +13%
PAI
29
Pittenger & Anderson Inc
Nebraska
$299M -$84.4K -760 -0%
WRF
30
Waddell & Reed Financial
Kansas
$294M -$98M -882,719 -22%
Capital International Investors
31
Capital International Investors
California
$294M -$1.06B -9,521,764 -75%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$291M +$81.5M +733,700 +31%
KCM
33
Kensico Capital Management
Connecticut
$290M +$49.8M +448,600 +17%
Swiss National Bank
34
Swiss National Bank
Switzerland
$275M +$55.4M +499,100 +21%
LWCFA
35
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$268M +$6.67M +60,034 +2%
Citadel Advisors
36
Citadel Advisors
Florida
$267M +$146M +1,318,107 +88%
Wells Fargo
37
Wells Fargo
California
$262M +$11.9M +107,346 +4%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$259M +$16.9M +152,275 +6%
ACM
39
Atlanta Capital Management
Georgia
$253M +$58.1M +522,710 +24%
Charles Schwab
40
Charles Schwab
California
$245M +$1.93M +17,415 +0.7%
N
41
Nuveen
North Carolina
$245M -$172M -1,547,765 -38%
PAMU
42
Pictet Asset Management (UK)
United Kingdom
$233M +$1.96M +17,632 +0.7%
Deutsche Bank
43
Deutsche Bank
Germany
$231M +$21.6M +194,162 +9%
William Blair & Company
44
William Blair & Company
Illinois
$230M +$7.86M +70,785 +3%
UBS AM
45
UBS AM
Illinois
$227M +$17.1M +153,855 +7%
MCM
46
Melvin Capital Management
New York
$218M +$167M +1,500,000 +188%
BI
47
BlueSpruce Investments
Illinois
$215M +$37.9M +341,585 +18%
Allianz Asset Management
48
Allianz Asset Management
Germany
$214M +$13M +117,412 +6%
American Century Companies
49
American Century Companies
Missouri
$211M -$100M -900,196 -29%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$198M +$120M +1,083,817 +108%

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.