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FISV

Fiserv Inc

764 hedge funds and large institutions have $20B invested in Fiserv Inc in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 231 increasing their positions, 372 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

39% more funds holding in top 10

Funds holding in top 10: 3853 (+15)

9% more capital invested

Capital invested by funds: $18.3B → $20B (+$1.66B)

2% more funds holding

Funds holding: 746764 (+18)

18% less call options, than puts

Call options by funds: $39.3M | Put options by funds: $47.7M

38% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 372

Holders
764
Holders Change
+18
Holders Change %
+2.41%
% of All Funds
20.35%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
1.41%
New
64
Increased
231
Reduced
372
Closed
40
Calls
$39.3M
Puts
$47.7M
Net Calls
-$8.44M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BIC
551
Bridges Investment Counsel
Nebraska
$495K -$1.1M -23,250 -71%
GCA
552
Gideon Capital Advisors
New York
$495K -$378K -7,966 -45%
SIM
553
Sadoff Investment Management
Wisconsin
$494K -$19K -400 -4%
BWM
554
Braver Wealth Management
Massachusetts
$492K +$455K +9,600 New
Simplex Trading
555
Simplex Trading
Illinois
$490K +$454K +9,568 New
GD
556
Grandfield & Dodd
New York
$487K
RIA
557
Regal Investment Advisors
Michigan
$486K +$85.4K +1,800 +23%
CS
558
Credential Securities
$484K -$1.22M -25,630 -73%
MCA
559
Mercer Capital Advisers
New Jersey
$482K
AP
560
Advisor Partners
California
$477K +$76.8K +1,620 +21%
SW
561
SVB Wealth
Massachusetts
$472K
CM
562
Churchill Management
California
$470K -$28.7K -606 -6%
BRWA
563
B. Riley Wealth Advisors
Florida
$470K +$2.56K +54 +0.6%
FWCM
564
Ferguson Wellman Capital Management
Oregon
$468K
MC
565
Miles Capital
Iowa
$467K +$432K +9,110 New
RGC
566
Roberts, Glore & Co
Illinois
$464K -$129K -2,730 -23%
FMBTD
567
First Midwest Bank Trust Division
Illinois
$462K +$427K +9,006 New
BFM
568
Boston Financial Management
Massachusetts
$452K -$19K -400 -4%
AA
569
ALPS Advisors
Colorado
$443K +$410K +8,636 New
WP
570
WealthSource Partners
California
$443K +$410K +8,640 New
Bank of Nova Scotia
571
Bank of Nova Scotia
Ontario, Canada
$439K -$7.59K -160 -2%
CCB
572
Cutter & Co Brokerage
Missouri
$431K -$948 -20 -0.2%
GS
573
GAM Systematic
United Kingdom
$429K +$103K +2,166 +35%
SAM
574
Silvercrest Asset Management
New York
$424K +$12.3K +260 +3%
MC
575
Moors & Cabot
Massachusetts
$423K +$31.1K +656 +9%

FISV Hedge Fund Activity: Q1 2016 in Review

764 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2016, worth a combined $20B — up 9.1% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FISV positions and 40 closed out — a net gain of 24 holders — while 231 added to existing stakes and 372 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $532M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 764 institutional investors held Fiserv Inc (FISV) as of Q1 2016, up from 746 in Q4 2015.
  • Funds reported $20B of Fiserv Inc stock for Q1 2016, up 9.1% quarter-over-quarter.
  • 64 funds opened new Fiserv Inc positions in Q1 2016 and 40 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q1 2016 was Royal London Asset Management, an estimated $532M added.
  • The largest Fiserv Inc seller in Q1 2016 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q1 2016.