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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
PM
526
Penbrook Management
New York
$909K
PCA
527
Private Capital Advisors
Connecticut
$897K
BB
528
Bell Bank
North Dakota
$885K -$100K -1,296 -10%
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$879K +$17.9K +232 +2%
HAM
530
Highstreet Asset Management
Ontario, Canada
$874K
DSI
531
Daiwa SB Investments
Japan
$872K +$76.5K +990 +9%
CI
532
Conning Inc
Connecticut
$866K -$66.5K -860 -7%
BSW
533
Buckingham Strategic Wealth
Missouri
$865K -$2.4K -31 -0.3%
IDA
534
Intelligence Driven Advisers
California
$862K +$907K +11,733 New
RFC
535
Regions Financial Corp
Alabama
$860K -$18.6K -240 -2%
VFA
536
Voya Financial Advisors
Connecticut
$836K +$94.8K +1,226 +12%
FP
537
Foundry Partners
Minnesota
$834K -$92.8K -1,200 -10%
IIC
538
Integrated Investment Consultants
Michigan
$814K +$5.72K +74 +0.7%
HF
539
HRT Financial
New York
$813K +$855K +11,063 New
SIM
540
Sadoff Investment Management
Wisconsin
$803K
CPA
541
Court Place Advisors
Maryland
$802K -$32.2K -417 -4%
MERSOM
542
Municipal Employees' Retirement System of Michigan
Michigan
$800K +$841K +10,880 New
AP
543
Advisor Partners
California
$794K +$87K +1,126 +12%
CC
544
Caldera Capital
Texas
$791K +$833K +10,770 New
II
545
Inspire Investing
Idaho
$772K +$41.6K +538 +5%
CAM
546
Cozad Asset Management
Illinois
$763K -$2.17K -28 -0.3%
JIC
547
Johnson Investment Counsel
Ohio
$763K +$64.9K +840 +9%
PI
548
PEAK6 Investments
Illinois
$763K +$641K +8,295 +398%
PGAM
549
Princeton Global Asset Management
New Jersey
$761K +$800K +10,350 New
RA
550
Rational Advisors
New York
$757K -$739K -9,564 -48%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.