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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
HC
501
HNP Capital
New York
$1.04M +$1.09M +14,138 New
CIA
502
Choate Investment Advisors
Massachusetts
$1.03M -$9.28K -120 -0.8%
B
503
Bailard
California
$1.03M
VRM
504
Vectors Research Management
New York
$1.02M +$31.1K +402 +3%
AMI
505
Amica Mutual Insurance
Rhode Island
$1.01M
GHAM
506
Gilman Hill Asset Management
Connecticut
$1.01M +$65.3K +845 +7%
TC
507
Toews Corporation
New Jersey
$1.01M +$1.07M +13,800 New
CFGS
508
Concourse Financial Group Securities
Alabama
$1.01M +$486K +6,285 +84%
MCIM
509
Meadow Creek Investment Management
Georgia
$1M +$176K +2,272 +20%
Fayez Sarofim & Co
510
Fayez Sarofim & Co
Texas
$1M +$179K +2,310 +20%
CQS
511
Credential Qtrade Securities
$997K -$6.96K -90 -0.7%
EMB
512
Elefante Mark B
$996K +$6.57K +85 +0.6%
NB
513
NBT Bank
New York
$991K -$202K -2,616 -16%
CWM
514
Confluence Wealth Management
Oregon
$991K -$23K -298 -2%
GSBTD
515
Glenview State Bank Trust Department
Illinois
$987K -$41.4K -535 -4%
V
516
Veritable
Delaware
$982K -$65.6K -848 -6%
PNC
517
Park National Corp
Ohio
$964K
STMM
518
South Texas Money Management
Texas
$960K +$3.56K +46 +0.4%
APG
519
Abacus Planning Group
South Carolina
$957K -$17.5K -227 -2%
IFS
520
Ifrah Financial Services
Arkansas
$943K +$113K +1,460 +13%
HT
521
Heritage Trust
Oklahoma
$941K
PP
522
Prudential plc
United Kingdom
$934K -$275K -3,556 -22%
CAM
523
Congress Asset Management
Massachusetts
$927K -$928 -12 -0.1%
TF
524
TIAA FSB
Florida
$925K -$3.48K -45 -0.4%
APFBOT
525
Amica Pension Fund Board of Trustees
Rhode Island
$916K

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.