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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
526
Rational Advisors
New York
$1.54M +$614K +7,011 +71%
DY
527
Dowling & Yahnke
California
$1.53M -$82.9K -946 -5%
MIFH
528
Migdal Insurance & Financial Holdings
Israel
$1.52M -$262K -2,993 -15%
FA
529
FDx Advisors
Illinois
$1.52M +$257K +2,938 +21%
CCA
530
Catalyst Capital Advisors
New York
$1.51M +$61.3K +700 +4%
NSIM
531
North Star Investment Management
Illinois
$1.48M
GHAM
532
Gilman Hill Asset Management
Connecticut
$1.47M +$209K +2,380 +17%
AAS
533
Annex Advisory Services
Wisconsin
$1.47M
Wealthfront Advisers
534
Wealthfront Advisers
California
$1.47M -$18K -205 -1%
SC
535
Selz Capital
New York
$1.46M +$1.4M +16,000 New
ATC
536
Argent Trust Co
Tennessee
$1.43M
PAM
537
Palisade Asset Management
Minnesota
$1.43M
Daiwa Securities Group
538
Daiwa Securities Group
Japan
$1.42M
MME
539
Meag Munich Ergo
Germany
$1.41M
GIA
540
Gateway Investment Advisers
Ohio
$1.4M -$62.9K -718 -4%
CB
541
Cadence Bank
Mississippi
$1.39M
GWM
542
Geneos Wealth Management
Colorado
$1.39M +$317K +3,613 +31%
BOS
543
Bank of Stockton
California
$1.38M -$876 -10 -0.1%
VFA
544
Voya Financial Advisors
Connecticut
$1.38M +$255K +2,906 +24%
CNBT
545
Canandaigua National Bank & Trust
New York
$1.36M -$3.15K -36 -0.2%
NMIMC
546
Northwestern Mutual Investment Management Company
Wisconsin
$1.36M -$3.91M -44,617 -75%
HC
547
HNP Capital
New York
$1.34M +$59.2K +676 +5%
VRM
548
Vectors Research Management
New York
$1.34M +$59.2K +676 +5%
FT
549
Fiduciary Trust
Massachusetts
$1.33M
Cerity Partners
550
Cerity Partners
New York
$1.33M -$81.2K -927 -6%

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.