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FISV

Fiserv Inc

550 hedge funds and large institutions have $11.5B invested in Fiserv Inc in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.43B)

1% more funds holding

Funds holding: 547550 (+3)

11% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $36.8M

22% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 240

Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.83%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
501
Alpha Windward
Massachusetts
$145K +$2.81K +116 +2%
FNBT
502
FineMark National Bank & Trust
Florida
$139K +$2.42K +100 +2%
ST
503
Spot Trading
Illinois
$134K +$128K +5,304 New
FBC
504
Fairfield, Bush & Co
Connecticut
$131K -$19.4K -800 -13%
MCM
505
Manchester Capital Management
Vermont
$129K
Schroder Investment Management Group
506
Schroder Investment Management Group
United Kingdom
$117K +$112K +4,640 New
PAS
507
Partnervest Advisory Services
California
$114K +$1.45K +60 +1%
GIS
508
Guardian Investor Services
New York
$108K -$1.74K -72 -2%
BC
509
Bartlett & Co
Ohio
$101K
BAM
510
Barrett Asset Management
New York
$95K -$9.68K -400 -10%
Fuller & Thaler Asset Management
511
Fuller & Thaler Asset Management
California
$91K -$77.4K -3,200 -47%
AAM
512
Advisors Asset Management
Colorado
$76K
First Manhattan
513
First Manhattan
New York
$75K
PP
514
Palladium Partners
Virginia
$71K
TFA
515
Transamerica Financial Advisors
Florida
$67K +$7.64K +316 +14%
CRCP
516
Copper Rock Capital Partners
Massachusetts
$66K
WTC
517
WhitTier Trust Company
Nevada
$62K
SAMC
518
Shinko Asset Management Company
Japan
$61K -$9.68K -400 -14%
IMS
519
Index Management Solutions
Pennsylvania
$49K +$47.2K +1,952 New
Envestnet Asset Management
520
Envestnet Asset Management
Illinois
$48K -$1.26K -52 -3%
SC
521
Saturna Capital
Washington
$45K
TF
522
Tompkins Financial
New York
$44K
HPBT
523
High Point Bank & Trust
North Carolina
$43K
SSB
524
Sandy Spring Bank
Maryland
$43K +$41.1K +1,700 New
PI
525
PineBridge Investments
New York
$41K -$3.17M -131,216 -99%

FISV Hedge Fund Activity: Q3 2013 in Review

550 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2013, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FISV positions and 25 closed out — a net gain of 10 holders — while 187 added to existing stakes and 240 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $111M. The largest seller was AllianceBernstein, cutting an estimated $133M.

  • 550 institutional investors held Fiserv Inc (FISV) as of Q3 2013, up from 547 in Q2 2013.
  • Funds reported $11.5B of Fiserv Inc stock for Q3 2013, up 14% quarter-over-quarter.
  • 35 funds opened new Fiserv Inc positions in Q3 2013 and 25 closed out, a net change of +10 holders.
  • The largest Fiserv Inc buyer in Q3 2013 was Egerton Capital (UK), an estimated $111M added.
  • The largest Fiserv Inc seller in Q3 2013 was AllianceBernstein, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.