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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
W
501
Wealthfront
California
$1.17M -$203K -2,789 -15%
CWM
502
Chesapeake Wealth Management
Virginia
$1.15M -$88.6K -1,220 -7%
Daiwa Securities Group
503
Daiwa Securities Group
Japan
$1.14M +$25.4K +350 +2%
FT
504
Fiduciary Trust
Massachusetts
$1.14M +$290 +4 +0%
CIA
505
CSat Investment Advisory
Michigan
$1.14M +$1.11M +15,353 New
AIP
506
Ameritas Investment Partners
Nebraska
$1.13M -$63.5K -874 -5%
FNBT
507
FineMark National Bank & Trust
Florida
$1.13M -$2.83K -39 -0.3%
HighTower Advisors
508
HighTower Advisors
Illinois
$1.12M -$75.7K -1,042 -6%
Verition Fund Management
509
Verition Fund Management
Connecticut
$1.11M -$433K -5,965 -28%
PNC
510
Park National Corp
Ohio
$1.11M -$86.1K -1,186 -7%
SPIA
511
Steward Partners Investment Advisory
New York
$1.09M -$2.25K -31 -0.2%
AssetMark Inc
512
AssetMark Inc
California
$1.08M
BOS
513
Bank of Stockton
California
$1.08M -$9.08K -125 -0.8%
Allianz Asset Management
514
Allianz Asset Management
Germany
$1.08M -$975K -13,428 -48%
GSBTD
515
Glenview State Bank Trust Department
Illinois
$1.06M
CIA
516
Choate Investment Advisors
Massachusetts
$1.05M -$10.2K -140 -1%
SAM
517
Symphony Asset Management
California
$1.05M -$558K -7,681 -34%
CNBT
518
Canandaigua National Bank & Trust
New York
$1.05M -$7.33K -101 -0.7%
CWM
519
Confluence Wealth Management
Oregon
$1.04M -$9K -124 -0.9%
V
520
Veritable
Delaware
$1.04M -$1.09K -15 -0.1%
STMM
521
South Texas Money Management
Texas
$1.02M -$26.5K -365 -3%
AMI
522
Amica Mutual Insurance
Rhode Island
$1.02M
APG
523
Abacus Planning Group
South Carolina
$1M
IG
524
ING Group
Netherlands
$1M -$2.01M -27,721 -67%
GHAM
525
Gilman Hill Asset Management
Connecticut
$992K +$4.72K +65 +0.5%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.