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FISV

Fiserv Inc

743 hedge funds and large institutions have $24B invested in Fiserv Inc in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 234 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

5% more capital invested

Capital invested by funds: $22.8B → $24B (+$1.21B)

1.56% more ownership

Funds ownership: 175.56%177.12% (+1.6%)

2% less funds holding

Funds holding: 759743 (-16)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.1M

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 314

Holders
743
Holders Change
-16
Holders Change %
-2.11%
% of All Funds
18.52%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
45
Increased
234
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
526
Vident Investment Advisory
Georgia
$634K +$611K +9,832 New
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$628K +$45.2K +728 +8%
JIC
528
Johnson Investment Counsel
Ohio
$625K +$12.4K +200 +2%
NDSI
529
Newman Dignan & Sheerar Inc
Rhode Island
$615K
DSI
530
Daiwa SB Investments
Japan
$614K +$49.7K +800 +9%
MCA
531
Mercer Capital Advisers
New Jersey
$606K
WB
532
WesBanco Bank
West Virginia
$600K
PCM
533
Parsons Capital Management
Rhode Island
$596K -$35.4K -570 -6%
AP
534
Advisor Partners
California
$596K -$2.11K -34 -0.4%
Federated Hermes
535
Federated Hermes
Pennsylvania
$593K -$155K -2,502 -21%
FWCM
536
Ferguson Wellman Capital Management
Oregon
$588K
Connor, Clark & Lunn Investment Management (CC&L)
537
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$587K +$354K +5,700 +168%
WT
538
Whittier Trust
California
$584K
RWP
539
RWA Wealth Partners
Massachusetts
$572K +$1.37K +22 +0.2%
CAS
540
Cue Advisory Services
Arizona
$570K +$28.3K +456 +5%
AAM
541
Aureus Asset Management
Massachusetts
$567K +$547K +8,800 New
Mariner
542
Mariner
Kansas
$565K -$870 -14 -0.2%
UB
543
UMB Bank
Missouri
$561K +$2.61K +42 +0.5%
CNBT
544
Canandaigua National Bank & Trust
New York
$560K -$50.3K -810 -9%
FCH
545
Freestone Capital Holdings
Washington
$559K +$3.48K +56 +0.6%
PTC
546
Private Trust Company
Ohio
$554K
GVT
547
Genesee Valley Trust
New York
$547K -$6.71K -108 -1%
AAM
548
Advisors Asset Management
Colorado
$540K -$2.48M -39,994 -83%
CA
549
Cetera Advisors
Colorado
$535K
IFS
550
Ifrah Financial Services
Arkansas
$534K -$3.35K -54 -0.6%

FISV Hedge Fund Activity: Q3 2017 in Review

743 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2017, worth a combined $24B — up 5.3% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FISV and 45 opened new positions — a net loss of 7 holders — while 314 trimmed existing stakes and 234 added.

The largest buyer was Longview Partners, adding an estimated $127M. The largest seller was Ninety One (UK), exiting entirely with an estimated $104M sold.

  • 743 institutional investors held Fiserv Inc (FISV) as of Q3 2017, down from 759 in Q2 2017.
  • Funds reported $24B of Fiserv Inc stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 45 funds opened new Fiserv Inc positions in Q3 2017 and 52 closed out, a net change of -7 holders.
  • The largest Fiserv Inc buyer in Q3 2017 was Longview Partners, an estimated $127M added.
  • The largest Fiserv Inc seller in Q3 2017 was Ninety One (UK), an estimated $104M sold.

Based on aggregated 13F filings for Q3 2017.