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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
551
Tokio Marine Asset Management
Japan
$489K -$193K -3,762 -29%
SW
552
SVB Wealth
Massachusetts
$489K
FWCM
553
Ferguson Wellman Capital Management
Oregon
$484K
GD
554
Grandfield & Dodd
New York
$483K
Mariner
555
Mariner
Kansas
$467K -$101K -1,966 -18%
CIBC World Market
556
CIBC World Market
Ontario, Canada
$463K -$170K -3,318 -28%
UB
557
UMB Bank
Missouri
$459K -$184K -3,590 -29%
KM
558
Kalos Management
Georgia
$457K +$148K +2,882 +50%
DILIC
559
Dai-ichi Life Insurance Company
Japan
$455K +$440K +8,568 New
GHAM
560
Gilman Hill Asset Management
Connecticut
$454K +$42.6K +830 +11%
CA
561
Cetera Advisors
Colorado
$449K -$20.5K -400 -5%
Capital Fund Management (CFM)
562
Capital Fund Management (CFM)
France
$447K -$28.8K -560 -6%
CIP
563
Chartwell Investment Partners
Pennsylvania
$443K +$103K +2,000 +32%
FMT
564
First Mercantile Trust
Tennessee
$442K -$47.2K -918 -10%
AA
565
ALPS Advisors
Colorado
$436K -$16.5K -322 -4%
IFS
566
Ifrah Financial Services
Arkansas
$430K +$416K +8,096 New
SAM
567
Silvercrest Asset Management
New York
$426K +$1.13K +22 +0.3%
WSA
568
Wall Street Associates
California
$425K -$822 -16 -0.2%
BRWA
569
B. Riley Wealth Advisors
Florida
$424K +$9.25K +180 +2%
LOAME
570
Lombard Odier Asset Management (Europe)
United Kingdom
$420K
HSA
571
HBK Sorce Advisory
Pennsylvania
$419K -$20.3K -396 -5%
BFM
572
Boston Financial Management
Massachusetts
$413K
WT
573
Washington Trust
Rhode Island
$407K +$2.16K +42 +0.6%
SBIA
574
Sheaff Brock Investment Advisors
Indiana
$399K
CBN
575
Cadence Bank NA
Texas
$395K +$16.7K +326 +5%

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.