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FISV

Fiserv Inc

612 hedge funds and large institutions have $13.3B invested in Fiserv Inc in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 272 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $8.55M | Put options by funds: $4.38M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

7% more capital invested

Capital invested by funds: $12.5B → $13.3B (+$815M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3% more funds holding

Funds holding: 595612 (+17)

33% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 272

Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
17.58%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
55
Increased
181
Reduced
272
Closed
34
Calls
$8.55M
Puts
$4.38M
Net Calls
+$4.17M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
GD
476
Grandfield & Dodd
New York
$360K -$48K -1,620 -12%
RIA
477
Regal Investment Advisors
Michigan
$353K
CTC
478
Central Trust Company
Missouri
$348K -$5.93K -200 -2%
Fayez Sarofim & Co
479
Fayez Sarofim & Co
Texas
$347K
LTFS
480
Ladenburg Thalmann Financial Services
Florida
$333K -$54.5K -1,840 -14%
BIC
481
Bridges Investment Counsel
Nebraska
$330K +$47.4K +1,600 +17%
KIG
482
Kovitz Investment Group
Illinois
$329K +$162K +5,458 +100%
ECM
483
Everence Capital Management
Indiana
$326K
CC
484
ClearArc Capital
Ohio
$322K -$93.4K -3,152 -23%
PAM
485
PartnerRe Asset Management
Connecticut
$320K -$50.5K -1,702 -14%
VRS
486
Virginia Retirement Systems
Virginia
$313K -$2.55K -86 -0.8%
VKH
487
Virtu KCG Holdings
New York
$306K -$1.34M -45,204 -82%
WB
488
WesBanco Bank
West Virginia
$305K
PAM
489
Paradigm Asset Management
New York
$303K +$8.89K +300 +3%
FA
490
FDx Advisors
Illinois
$303K +$297K +10,032 New
GAM
491
Gotham Asset Management
New York
$297K +$292K +9,842 New
I
492
IberiaBank
Louisiana
$296K
SIM
493
Sadoff Investment Management
Wisconsin
$295K -$43.6K -1,472 -13%
LI
494
LMCG Investments
Massachusetts
$290K
IGIM
495
I.G. Investment Management
Manitoba, Canada
$283K +$279K +9,396 New
Janney Montgomery Scott
496
Janney Montgomery Scott
Pennsylvania
$277K +$49.8K +1,680 +22%
SFA
497
Sequoia Financial Advisors
Ohio
$277K +$12.5K +420 +5%
HIC
498
Hartline Investment Corp
Illinois
$276K -$15.4K -520 -5%
FWCM
499
Ferguson Wellman Capital Management
Oregon
$275K
BFM
500
Boston Financial Management
Massachusetts
$273K +$47.4K +1,600 +21%

FISV Hedge Fund Activity: Q2 2014 in Review

612 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2014, worth a combined $13.3B — up 6.5% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FISV positions and 34 closed out — a net gain of 21 holders — while 181 added to existing stakes and 272 trimmed.

The largest buyer was Veritas Asset Management, opening a new position worth an estimated $206M. The largest seller was AllianceBernstein, cutting an estimated $107M.

  • 612 institutional investors held Fiserv Inc (FISV) as of Q2 2014, up from 595 in Q1 2014.
  • Funds reported $13.3B of Fiserv Inc stock for Q2 2014, up 6.5% quarter-over-quarter.
  • 55 funds opened new Fiserv Inc positions in Q2 2014 and 34 closed out, a net change of +21 holders.
  • The largest Fiserv Inc buyer in Q2 2014 was Veritas Asset Management, an estimated $206M added.
  • The largest Fiserv Inc seller in Q2 2014 was AllianceBernstein, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2014.