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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
476
RegentAtlantic Capital
New Jersey
$2.3M -$10.3K -117 -0.5%
AWM
477
Avior Wealth Management
Nebraska
$2.29M +$148K +1,691 +7%
ACM
478
Ativo Capital Management
Illinois
$2.28M -$393K -4,483 -15%
PM
479
Precept Management
Texas
$2.28M +$324K +3,700 +17%
PI
480
Putnam Investments
Massachusetts
$2.25M -$46K -525 -2%
KA
481
KLCM Advisors
Wisconsin
$2.25M
FFG
482
Fortem Financial Group
California
$2.2M -$34.2K -390 -2%
CC
483
Cognios Capital
Kansas
$2.18M -$213K -2,429 -9%
SIM
484
Sentry Investment Management
Wisconsin
$2.17M
Wealth Enhancement Advisory Services
485
Wealth Enhancement Advisory Services
Minnesota
$2.17M +$1.82M +20,747 New
SO
486
STRS Ohio
Ohio
$2.17M -$635K -7,251 -23%
PA
487
PFG Advisors
Arizona
$2.17M +$33.3K +380 +2%
GJIC
488
Gamble Jones Investment Counsel
California
$2.14M -$33.5K -382 -2%
COPPSERS
489
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.1M +$12.8K +146 +0.6%
BIM
490
Baldwin Investment Management
Pennsylvania
$2.05M
LC
491
Landaas & Company
Wisconsin
$2.04M
FCBT
492
First Citizens Bank & Trust
North Carolina
$2.03M -$29.4K -335 -1%
DADC
493
D.A. Davidson & Co
Montana
$2.03M +$291K +3,321 +18%
ECM
494
ExodusPoint Capital Management
New York
$2.02M +$1.94M +22,148 New
AI
495
Atria Investments
North Carolina
$1.97M +$1.25M +14,289 +314%
KCM
496
Kendall Capital Management
Maryland
$1.94M -$95.2K -1,087 -5%
CAM
497
Covenant Asset Management
New Jersey
$1.93M +$1.86M +21,216 New
MCIM
498
Meadow Creek Investment Management
Georgia
$1.91M +$569K +6,496 +45%
ADMI
499
Albert D. Mason Inc
Massachusetts
$1.9M -$11.8K -135 -0.6%
PG
500
Pendal Group
Australia
$1.9M -$63.6K -726 -3%

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.