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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
526
HighTower Advisors
Illinois
$808K -$72.6K -1,124 -8%
BSW
527
Buckingham Strategic Wealth
Missouri
$800K -$53.3K -826 -6%
PCA
528
Private Capital Advisors
Connecticut
$800K
MCIM
529
Meadow Creek Investment Management
Georgia
$797K +$66.1K +1,024 +9%
CCA
530
Covey Capital Advisors
Georgia
$787K
II
531
IFM Investors
Australia
$783K -$8.91K -138 -1%
PGFC
532
Peapack-Gladstone Financial Corp
New Jersey
$779K +$37.7K +584 +5%
PBO
533
Peoples Bank (Ohio)
Ohio
$778K -$7.75K -120 -1%
OC
534
Oppenheimer & Co
New York
$775K -$1.16K -18 -0.2%
RFC
535
Regions Financial Corp
Alabama
$764K +$6.46K +100 +0.9%
IRF
536
IBM Retirement Fund
New York
$744K -$21.4K -332 -3%
Fayez Sarofim & Co
537
Fayez Sarofim & Co
Texas
$744K +$258K +3,994 +54%
CPA
538
Court Place Advisors
Maryland
$743K -$36.7K -568 -5%
FNBT
539
FineMark National Bank & Trust
Florida
$738K -$1.16K -18 -0.2%
OMC
540
Old Mission Capital
Illinois
$735K +$724K +11,206 New
KRSITF
541
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$726K -$10.6K -164 -1%
NEI
542
Northwest & Ethical Investments
Ontario, Canada
$720K -$50.4K -780 -7%
MERSOM
543
Municipal Employees' Retirement System of Michigan
Michigan
$713K
RM
544
Resource Management
Louisiana
$703K +$654K +10,120 New
CC
545
ClearArc Capital
Ohio
$695K -$11.6K -180 -2%
CCM
546
Cribstone Capital Management
Maine
$694K +$5.04K +78 +0.7%
FNBOH
547
First National Bank of Hutchinson
Kansas
$675K -$15.8K -244 -2%
STMM
548
South Texas Money Management
Texas
$670K -$874K -13,536 -57%
Parallax Volatility Advisers
549
Parallax Volatility Advisers
California
$670K +$654K +10,126 +11,251%
NB
550
Nicolet Bankshares
Wisconsin
$669K -$6.59K -102 -1%

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.