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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
501
RBC Europe
United Kingdom
$2.49M +$166K +1,491 +6%
Adage Capital Partners
502
Adage Capital Partners
Massachusetts
$2.49M -$29.8M -268,579 -91%
OC
503
Oarsman Capital
Wisconsin
$2.48M -$1.46M -13,155 -34%
BWA
504
BDO Wealth Advisors
Florida
$2.47M +$162K +1,461 +6%
DCM
505
Dupont Capital Management
Delaware
$2.47M +$334K +3,005 +13%
MCM
506
Monument Capital Management
Virginia
$2.45M -$67.9K -611 -2%
CNAM
507
Campbell Newman Asset Management
Wisconsin
$2.44M +$48.4K +436 +2%
MGWM
508
Marks Group Wealth Management
Minnesota
$2.38M +$87.8K +790 +3%
SIP
509
Stoneridge Investment Partners
Pennsylvania
$2.38M +$280K +2,522 +11%
RCG
510
Rock Creek Group
District of Columbia
$2.38M +$1.19M +10,704 +75%
PCA
511
Peddock Capital Advisors
Massachusetts
$2.37M -$34K -306 -1%
FL
512
Fort LP
Maryland
$2.36M -$135K -1,211 -5%
EHWM
513
Eads & Heald Wealth Management
Georgia
$2.35M -$167K -1,500 -6%
AIM
514
AMI Investment Management
Indiana
$2.34M -$678K -6,105 -20%
PAG
515
Private Advisor Group
New Jersey
$2.33M -$2.59M -23,322 -49%
FCBT
516
First Citizens Bank & Trust
North Carolina
$2.32M +$217K +1,958 +9%
LSERS
517
Louisiana State Employees Retirement System
Louisiana
$2.31M -$311K -2,800 -10%
KA
518
KLCM Advisors
Wisconsin
$2.3M -$55.5K -500 -2%
AWM
519
Avior Wealth Management
Nebraska
$2.3M +$22.2K +200 +0.8%
Simplex Trading
520
Simplex Trading
Illinois
$2.29M +$2.67M +24,058 New
WAM
521
World Asset Management
Michigan
$2.27M -$1.98M -17,869 -43%
FHB
522
First Hawaiian Bank
Hawaii
$2.26M +$26K +234 +1%
AC
523
Allstate Corporation
Illinois
$2.25M -$3.79M -34,095 -59%
Teacher Retirement System of Texas
524
Teacher Retirement System of Texas
Texas
$2.25M -$3.37M -30,299 -56%
FB
525
Fulton Bank
Pennsylvania
$2.25M +$330K +2,969 +14%

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.