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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
501
Employees Retirement System of Texas
Texas
$1.68M
Brown Advisory
502
Brown Advisory
Maryland
$1.65M +$710K +8,599 +85%
CAM
503
Congress Asset Management
Massachusetts
$1.64M +$488K +5,911 +47%
BC
504
Burney Company
Virginia
$1.61M -$329K -3,990 -18%
NBG
505
Nancy B. Gardiner
$1.6M -$23.1K -280 -2%
FNBOMD
506
First National Bank of Mount Dora
Florida
$1.6M +$1.49M +18,071 New
EA
507
Emerald Advisers
Pennsylvania
$1.58M +$1.48M +17,942 New
HighTower Advisors
508
HighTower Advisors
Illinois
$1.58M +$211K +2,557 +17%
DY
509
Dowling & Yahnke
California
$1.56M -$31.4K -381 -2%
Wolverine Trading
510
Wolverine Trading
Illinois
$1.56M +$921K +11,160 +172%
ASN
511
Advisory Services Network
Georgia
$1.56M +$4.04K +49 +0.3%
AF
512
Advisornet Financial
Minnesota
$1.56M +$76.4K +926 +6%
FPS
513
Fieldpoint Private Securities
Connecticut
$1.53M +$4.54K +55 +0.3%
DADC
514
D.A. Davidson & Co
Montana
$1.52M -$24K -291 -2%
FB
515
Fulton Bank
Pennsylvania
$1.52M -$12.9K -156 -0.9%
ECM
516
Element Capital Management
New York
$1.52M -$1.88M -22,797 -57%
KRS
517
Kentucky Retirement Systems
Kentucky
$1.51M -$17.6K -213 -1%
SSA
518
Schonfeld Strategic Advisors
New York
$1.5M -$1.52M -18,405 -52%
CWM
519
Chesapeake Wealth Management
Virginia
$1.49M +$137K +1,661 +11%
Wealthfront Advisers
520
Wealthfront Advisers
California
$1.44M -$210K -2,546 -14%
NSIM
521
North Star Investment Management
Illinois
$1.43M
AAS
522
Annex Advisory Services
Wisconsin
$1.43M -$17.8K -216 -1%
GIA
523
Gateway Investment Advisers
Ohio
$1.42M -$151K -1,829 -10%
CCA
524
Catalyst Capital Advisors
New York
$1.4M
PAM
525
Palisade Asset Management
Minnesota
$1.38M +$1.29M +15,680 New

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.