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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
526
Foundry Partners
Minnesota
$915K +$703 +10 +0.1%
CAM
527
Congress Asset Management
Massachusetts
$894K -$95.7K -1,361 -10%
MBT
528
Montecito Bank & Trust
California
$890K -$41.9K -596 -5%
APFBOT
529
Amica Pension Fund Board of Trustees
Rhode Island
$888K +$876K +12,458 New
B
530
Barings
North Carolina
$886K -$267K -3,800 -23%
PM
531
Penbrook Management
New York
$882K
KI
532
Koch Industries
Kansas
$871K +$473K +6,733 +123%
BSW
533
Buckingham Strategic Wealth
Missouri
$870K
PCA
534
Private Capital Advisors
Connecticut
$870K
CCA
535
Covey Capital Advisors
Georgia
$856K
LP
536
LMR Partners
United Kingdom
$837K -$449K -6,381 -50%
OC
537
Oppenheimer & Co
New York
$836K -$7.24K -103 -0.9%
TIM
538
Thompson Investment Management
Wisconsin
$833K -$127K -1,800 -13%
QC
539
Quadrature Capital
United Kingdom
$830K +$819K +11,642 New
LNWWM
540
Laird Norton Wetherby Wealth Management
California
$828K +$106K +1,504 +15%
IIC
541
Integrated Investment Consultants
Michigan
$823K +$812K +11,546 New
KeyBank National Association
542
KeyBank National Association
Ohio
$818K -$131K -1,856 -14%
RFC
543
Regions Financial Corp
Alabama
$814K -$18K -256 -2%
BFO
544
Boston Family Office
Massachusetts
$810K -$451K -6,410 -36%
Fayez Sarofim & Co
545
Fayez Sarofim & Co
Texas
$809K
CPA
546
Court Place Advisors
Maryland
$808K
SIM
547
Sadoff Investment Management
Wisconsin
$804K -$77.4K -1,100 -9%
PBO
548
Peoples Bank (Ohio)
Ohio
$790K -$55.2K -785 -7%
AA
549
ALPS Advisors
Colorado
$790K +$779K +11,083 New
PP
550
Prudential plc
United Kingdom
$776K -$104K -1,481 -12%

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.