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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Conning Inc
Connecticut
$926K -$37.5K -580 -4%
FA
502
FDx Advisors
Illinois
$911K -$24.8K -384 -3%
CAM
503
Congress Asset Management
Massachusetts
$911K -$24.2K -374 -3%
SPIA
504
Steward Partners Investment Advisory
New York
$910K +$14.6K +226 +2%
Squarepoint
505
Squarepoint
New York
$895K +$882K +13,654 New
RA
506
Rational Advisors
New York
$892K
O
507
OppenheimerFunds
New York
$891K -$19.1M -295,990 -96%
TIM
508
Thompson Investment Management
Wisconsin
$884K
NIT
509
NumerixS Investment Technologies
British Columbia, Canada
$882K +$494K +7,646 +132%
KeyBank National Association
510
KeyBank National Association
Ohio
$873K -$889K -13,774 -51%
IA
511
IndexIQ Advisors
New York
$873K +$860K +13,320 New
FT
512
Fiduciary Trust
Massachusetts
$862K -$10.1K -156 -1%
HT
513
Heritage Trust
Oklahoma
$861K
PNC
514
Park National Corp
Ohio
$860K
MBT
515
Montecito Bank & Trust
California
$857K -$387 -6 -0%
AC
516
Arjuna Capital
North Carolina
$852K +$839K +12,990 New
GHAM
517
Gilman Hill Asset Management
Connecticut
$850K -$9.69K -150 -1%
SGCA
518
Steel Grove Capital Advisors
Tennessee
$849K +$499K +7,734 +149%
FP
519
Foundry Partners
Minnesota
$840K -$8.91K -138 -1%
LP
520
LMR Partners
United Kingdom
$837K +$824K +12,762 New
SIM
521
Sadoff Investment Management
Wisconsin
$812K -$43.5K -674 -5%
TRCT
522
Tower Research Capital (TRC)
New York
$811K +$734K +11,364 +1,143%
PM
523
Penbrook Management
New York
$811K +$799K +12,368 New
FB
524
Fulton Bank
Pennsylvania
$810K +$114K +1,766 +17%
PP
525
Prudential plc
United Kingdom
$809K -$12.9K -200 -2%

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.