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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
526
Advisor Group
Arizona
$990K -$13.4K -185 -1%
JWM
527
Jackson Wealth Management
Florida
$989K -$447K -6,162 -33%
CI
528
Conning Inc
Connecticut
$988K -$37K -510 -4%
EMB
529
Elefante Mark B
$988K -$26.9K -370 -3%
CS
530
Credential Securities
$987K -$52.7K -726 -5%
Walleye Trading
531
Walleye Trading
New York
$979K +$805K +11,080 +519%
PP
532
Prudential plc
United Kingdom
$961K +$152K +2,100 +19%
TF
533
TIAA FSB
Florida
$950K +$153K +2,103 +20%
HT
534
Heritage Trust
Oklahoma
$949K -$17.4K -240 -2%
FP
535
Foundry Partners
Minnesota
$941K -$9.08K -125 -1%
B
536
Barings
North Carolina
$940K +$19.4K +267 +2%
BB
537
Bell Bank
North Dakota
$936K +$144K +1,984 +19%
APFBOT
538
Amica Pension Fund Board of Trustees
Rhode Island
$923K
BA
539
Bridgewater Associates
Connecticut
$922K -$671K -9,243 -43%
RIM
540
Rampart Investment Management
Connecticut
$922K -$93.7K -1,290 -9%
PIA
541
Piedmont Investment Advisors
North Carolina
$921K +$233K +3,206 +35%
CAM
542
Congress Asset Management
Massachusetts
$919K -$9.44K -130 -1%
PM
543
Penbrook Management
New York
$916K
PP
544
Paloma Partners
Connecticut
$914K -$1.74M -23,981 -66%
MBT
545
Montecito Bank & Trust
California
$913K -$10.5K -145 -1%
BSW
546
Buckingham Strategic Wealth
Missouri
$904K
PCA
547
Private Capital Advisors
Connecticut
$904K
Renaissance Technologies
548
Renaissance Technologies
New York
$904K +$886K +12,208 New
RFC
549
Regions Financial Corp
Alabama
$896K +$49.7K +684 +6%
HAM
550
Highstreet Asset Management
Ontario, Canada
$882K -$430K -5,928 -33%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.