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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
VRS
476
Virginia Retirement Systems
Virginia
$1.26M +$1.32M +17,100 New
CB
477
Cadence Bank
Mississippi
$1.24M -$7.04K -91 -0.5%
AF
478
Advisornet Financial
Minnesota
$1.23M +$37.3K +483 +3%
PM
479
Precept Management
Texas
$1.22M +$1.28M +16,600 New
HCM
480
Howland Capital Management
Massachusetts
$1.21M
AAS
481
Annex Advisory Services
Wisconsin
$1.2M -$35.6K -460 -3%
MME
482
Meag Munich Ergo
Germany
$1.2M
CBT
483
Central Bank & Trust
Kentucky
$1.2M -$37.3K -482 -3%
NSIM
484
North Star Investment Management
Illinois
$1.19M
ATC
485
Argent Trust Co
Tennessee
$1.18M -$13.8K -178 -1%
CCA
486
Catalyst Capital Advisors
New York
$1.17M -$2.09M -27,000 -63%
Daiwa Securities Group
487
Daiwa Securities Group
Japan
$1.16M +$11.6K +150 +1%
MBT
488
Montecito Bank & Trust
California
$1.15M +$164K +2,121 +16%
SPIA
489
Steward Partners Investment Advisory
New York
$1.13M +$58.3K +754 +5%
HighTower Advisors
490
HighTower Advisors
Illinois
$1.13M -$19.6K -254 -2%
Assenagon Asset Management
491
Assenagon Asset Management
Luxembourg
$1.12M -$10.9M -141,572 -90%
BOS
492
Bank of Stockton
California
$1.12M -$2.32K -30 -0.2%
CWM
493
Chesapeake Wealth Management
Virginia
$1.11M -$6.96K -90 -0.6%
CNBT
494
Canandaigua National Bank & Trust
New York
$1.11M +$138K +1,788 +13%
FNBT
495
FineMark National Bank & Trust
Florida
$1.09M
P
496
Pitcairn
Pennsylvania
$1.08M -$151K -1,952 -12%
Nomura Holdings
497
Nomura Holdings
Japan
$1.08M +$1.14M +14,754 New
FT
498
Fiduciary Trust
Massachusetts
$1.07M -$46.4K -600 -4%
AIP
499
Ameritas Investment Partners
Nebraska
$1.06M -$12.6K -163 -1%
AssetMark Inc
500
AssetMark Inc
California
$1.04M -$43.3K -560 -4%

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.