We are live on ! Find out more
FISV

Fiserv Inc

1,229 hedge funds and large institutions have $72.6B invested in Fiserv Inc in 2019 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 394 increasing their positions, 494 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 62

39% more call options, than puts

Call options by funds: $195M | Put options by funds: $141M

10% more capital invested

Capital invested by funds: $65.8B → $72.6B (+$6.75B)

9% more funds holding

Funds holding: 1,1311,229 (+98)

1% more funds holding in top 10

Funds holding in top 10: 105106 (+1)

1.18% less ownership

Funds ownership: 93.57%92.38% (-1.2%)

20% less repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 494

Holders
1,229
Holders Change
+98
Holders Change %
+8.66%
% of All Funds
24.21%
Holding in Top 10
106
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.95%
% of All Funds
2.09%
New
176
Increased
394
Reduced
494
Closed
62
Calls
$195M
Puts
$141M
Net Calls
+$54.6M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
501
Peloton Wealth Strategists
Indiana
$3.45M -$519K -4,700 -14%
NP
502
Ninepoint Partners
Ontario, Canada
$3.41M -$595K -5,385 -15%
KRS
503
Kentucky Retirement Systems
Kentucky
$3.4M +$14.6K +132 +0.5%
BIM
504
Baldwin Investment Management
Pennsylvania
$3.38M +$142K +1,287 +5%
RAM
505
Redmond Asset Management
Virginia
$3.37M -$80K -725 -2%
WMG
506
WESCAP Management Group
California
$3.35M -$126K -1,144 -4%
ATPW
507
Ashton Thomas Private Wealth
Arizona
$3.32M +$42.6K +386 +1%
OSNBOA
508
Old Second National Bank of Aurora
Illinois
$3.28M -$153K -1,389 -5%
AWM
509
AE Wealth Management
Kansas
$3.28M +$1.86M +16,857 +147%
CGA
510
Crescent Grove Advisors
Illinois
$3.25M +$5.74K +52 +0.2%
PAMG
511
Patton Albertson Miller Group
Tennessee
$3.21M +$26.3K +238 +0.9%
AAF
512
Andra AP-fonden
Sweden
$3.19M -$12.7M -115,200 -81%
MCM
513
Maltese Capital Management
New York
$3.18M -$1.88M -17,000 -38%
LSERS
514
Louisiana State Employees Retirement System
Louisiana
$3.13M -$44.2K -400 -1%
Capstone Investment Advisors
515
Capstone Investment Advisors
New York
$3.1M +$2.35M +21,271 +381%
MCM
516
Monument Capital Management
Virginia
$3.05M -$94K -851 -3%
EHWM
517
Eads & Heald Wealth Management
Georgia
$3.04M -$63.7K -577 -2%
FL
518
Fort LP
Maryland
$3.01M -$442K -4,000 -13%
PG
519
Pendal Group
Australia
$2.95M +$39.5K +358 +1%
FNBOMD
520
First National Bank of Mount Dora
Florida
$2.94M +$49.1K +445 +2%
PCA
521
Peddock Capital Advisors
Massachusetts
$2.92M -$50.9K -461 -2%
CNAM
522
Campbell Newman Asset Management
Wisconsin
$2.92M -$13.5K -122 -0.5%
BGDI
523
BW Gestao de Investimentos
Brazil
$2.89M +$2.76M +25,000 New
RE
524
RBC Europe
United Kingdom
$2.86M -$163K -1,480 -6%
KA
525
KLCM Advisors
Wisconsin
$2.86M -$11K -100 -0.4%

FISV Hedge Fund Activity: Q4 2019 in Review

1,229 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2019, worth a combined $72.6B — up 10% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new FISV positions and 62 closed out — a net gain of 114 holders — while 394 added to existing stakes and 494 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $267M. The largest seller was Invesco, cutting an estimated $644M.

  • 1,229 institutional investors held Fiserv Inc (FISV) as of Q4 2019, up from 1,131 in Q3 2019.
  • Funds reported $72.6B of Fiserv Inc stock for Q4 2019, up 10% quarter-over-quarter.
  • 176 funds opened new Fiserv Inc positions in Q4 2019 and 62 closed out, a net change of +114 holders.
  • The largest Fiserv Inc buyer in Q4 2019 was Egerton Capital (UK), an estimated $267M added.
  • The largest Fiserv Inc seller in Q4 2019 was Invesco, an estimated $644M sold.

Based on aggregated 13F filings for Q4 2019.