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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
526
Edgestream Partners
New Jersey
$2.23M +$1.22M +10,977 +88%
VRM
527
Vectors Research Management
New York
$2.23M +$700K +6,298 +37%
CCM
528
Cox Capital Management
Massachusetts
$2.22M
ACA
529
Aptus Capital Advisors
Alabama
$2.2M +$2.58M +23,211 New
NIP
530
Nicholas Investment Partners
California
$2.2M -$138K -1,238 -5%
NED
531
Nancy E. Dempze
$2.2M -$143K -1,291 -5%
FT
532
Fiduciary Trust
Massachusetts
$2.2M +$775K +6,980 +43%
SLAM
533
Swiss Life Asset Management
$2.2M +$278K +2,506 +12%
FFA
534
First Foundation Advisors
California
$2.19M +$1.29M +11,637 +101%
TC
535
TownSquare Capital
Utah
$2.18M +$1.99M +17,911 +470%
AIP
536
Ameritas Investment Partners
Nebraska
$2.17M -$33K -297 -1%
BS
537
Boenning & Scattergood
Pennsylvania
$2.12M
ATPW
538
Ashton Thomas Private Wealth
Arizona
$2.12M -$717K -6,456 -22%
Mercer Global Advisors
539
Mercer Global Advisors
Colorado
$2.1M +$128K +1,148 +5%
CAM
540
Covenant Asset Management
New Jersey
$2.09M +$72.4K +652 +3%
GT
541
Glenmede Trust
Pennsylvania
$2.09M
AMI
542
Amica Mutual Insurance
Rhode Island
$2.08M
LC
543
Landaas & Company
Wisconsin
$2.07M
DRD
544
Dennis R. Delaney
$2.07M -$161K -1,447 -6%
CWM
545
CMH Wealth Management
New Hampshire
$2.07M +$326K +2,933 +16%
GJIC
546
Gamble Jones Investment Counsel
California
$2.06M -$130K -1,170 -5%
CSS
547
Cubist Systematic Strategies
Connecticut
$2.05M +$1.26M +11,370 +111%
PA
548
PFG Advisors
Arizona
$2.04M -$63.3K -570 -3%
FNBOMD
549
First National Bank of Mount Dora
Florida
$2.04M -$441K -3,972 -16%
SHWM
550
Smith & Howard Wealth Management
Georgia
$2.01M -$12M -107,919 -84%

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.