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FISV

Fiserv Inc

612 hedge funds and large institutions have $13.3B invested in Fiserv Inc in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 272 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $8.55M | Put options by funds: $4.38M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

7% more capital invested

Capital invested by funds: $12.5B → $13.3B (+$815M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3% more funds holding

Funds holding: 595612 (+17)

33% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 272

Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
17.58%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
55
Increased
181
Reduced
272
Closed
34
Calls
$8.55M
Puts
$4.38M
Net Calls
+$4.17M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
GIS
551
Guardian Investor Services
New York
$114K -$5.69K -192 -5%
IRS
552
Invictus RG (Singapore)
Singapore
$100K +$86K +2,900 +725%
Envestnet Asset Management
553
Envestnet Asset Management
Illinois
$95K +$24.9K +840 +36%
ClearBridge Investments
554
ClearBridge Investments
New York
$95K +$93.1K +3,140 New
BAM
555
Barrett Asset Management
New York
$90K -$11.9K -400 -12%
First Manhattan
556
First Manhattan
New York
$90K
GLI
557
Guardian Life Insurance
New York
$88K
PI
558
PineBridge Investments
New York
$87K +$86K +2,900 New
AAM
559
Advisors Asset Management
Colorado
$84K
ST
560
Smithfield Trust
Pennsylvania
$82K -$162K -5,460 -67%
CRCP
561
Copper Rock Capital Partners
Massachusetts
$78K
KT
562
Kanaly Trust
Texas
$75K -$10.6K -356 -12%
WTC
563
WhitTier Trust Company
Nevada
$74K
PFO
564
Pathstone Family Office
New Jersey
$74K +$72.5K +2,446 New
PAS
565
Partnervest Advisory Services
California
$69K
VAM
566
Visionary Asset Management
Texas
$69K +$67.4K +2,274 New
SAMC
567
Shinko Asset Management Company
Japan
$63K
TF
568
Tompkins Financial
New York
$61K
MFS
569
MSI Financial Services
Massachusetts
$58K -$14.7K -496 -20%
SC
570
Saturna Capital
Washington
$54K
Bessemer Group
571
Bessemer Group
New Jersey
$52K +$1.78K +60 +4%
HPBT
572
High Point Bank & Trust
North Carolina
$51K
BAM
573
Brave Asset Management
New Jersey
$48K
PTC
574
Private Trust Company
Ohio
$47K
PCM
575
Prelude Capital Management
New York
$45K -$10.3K -346 -19%

FISV Hedge Fund Activity: Q2 2014 in Review

612 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2014, worth a combined $13.3B — up 6.5% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FISV positions and 34 closed out — a net gain of 21 holders — while 181 added to existing stakes and 272 trimmed.

The largest buyer was Veritas Asset Management, opening a new position worth an estimated $206M. The largest seller was AllianceBernstein, cutting an estimated $107M.

  • 612 institutional investors held Fiserv Inc (FISV) as of Q2 2014, up from 595 in Q1 2014.
  • Funds reported $13.3B of Fiserv Inc stock for Q2 2014, up 6.5% quarter-over-quarter.
  • 55 funds opened new Fiserv Inc positions in Q2 2014 and 34 closed out, a net change of +21 holders.
  • The largest Fiserv Inc buyer in Q2 2014 was Veritas Asset Management, an estimated $206M added.
  • The largest Fiserv Inc seller in Q2 2014 was AllianceBernstein, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2014.