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FISV

Fiserv Inc

550 hedge funds and large institutions have $11.5B invested in Fiserv Inc in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.43B)

1% more funds holding

Funds holding: 547550 (+3)

11% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $36.8M

22% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 240

Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.83%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
526
Private Trust Company
Ohio
$39K +$4.84K +200 +15%
JFA
527
JNBA Financial Advisors
Minnesota
$38K
HRIA
528
Haberer Registered Investment Advisor
Ohio
$34K -$32.6K -1,348 -50%
MAM
529
Mizuho Asset Management
Japan
$30K
OSAM
530
O'Shaughnessy Asset Management
Connecticut
$29K
TSW
531
Thompson Siegel & Walmsley
Virginia
$26K
BOK
532
Bank of Kentucky
Kentucky
$25K
M&T Bank
533
M&T Bank
New York
$25K
OSNBOA
534
Old Second National Bank of Aurora
Illinois
$25K
S
535
SignatureFD
Georgia
$25K +$24.2K +1,000 New
ST
536
Stifel Trust
Missouri
$21K
BCI
537
Brinker Capital Investments
Pennsylvania
$19K +$9.68K +400 +118%
WA
538
WealthTrust-Arizona
Arizona
$18K -$580 -24 -3%
ST
539
SpiderRock Trading
Illinois
$18K
QAM
540
QCI Asset Management
New York
$15K
WA
541
WFG Advisors
Texas
$15K
Manulife (Manufacturers Life Insurance)
542
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1K -$43.3K -1,792 -0.3%
JAM
543
Jolley Asset Management
North Carolina
$11K
WCM
544
Windsor Capital Management
Arizona
$11K
EFSCE
545
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$1.35K +56 +14%
WRM
546
Westport Resources Management
Connecticut
$10K
NES
547
New England Securities
New York
$8K +$7.26K +300 New
EWM
548
Evercore Wealth Management
New York
$5K +$4.93K +204 New
TWA
549
TCI Wealth Advisors
Arizona
$4K
HI
550
Hudock Inc
Pennsylvania
$3K

FISV Hedge Fund Activity: Q3 2013 in Review

550 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2013, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FISV positions and 25 closed out — a net gain of 10 holders — while 187 added to existing stakes and 240 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $111M. The largest seller was AllianceBernstein, cutting an estimated $133M.

  • 550 institutional investors held Fiserv Inc (FISV) as of Q3 2013, up from 547 in Q2 2013.
  • Funds reported $11.5B of Fiserv Inc stock for Q3 2013, up 14% quarter-over-quarter.
  • 35 funds opened new Fiserv Inc positions in Q3 2013 and 25 closed out, a net change of +10 holders.
  • The largest Fiserv Inc buyer in Q3 2013 was Egerton Capital (UK), an estimated $111M added.
  • The largest Fiserv Inc seller in Q3 2013 was AllianceBernstein, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.