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FISV

Fiserv Inc

748 hedge funds and large institutions have $21.6B invested in Fiserv Inc in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.4B → $21.6B (+$1.22B)

0% more funds holding

Funds holding: 748748 (0)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

2.02% less ownership

Funds ownership: 177.08%175.06% (-2%)

27% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $34.2M

37% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 352

Holders
748
Holders Change
Holders Change %
0%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1%
New
59
Increased
223
Reduced
352
Closed
48
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
551
RWA Wealth Partners
Massachusetts
$511K +$497K +8,856 New
Mariner
552
Mariner
Kansas
$509K +$2.13K +38 +0.4%
EP
553
Edgestream Partners
New Jersey
$504K +$491K +8,742 New
UB
554
UMB Bank
Missouri
$499K
FCH
555
Freestone Capital Holdings
Washington
$497K +$176K +3,128 +57%
ICM
556
IronBridge Capital Management
Illinois
$484K -$25.1M -446,680 -98%
IFS
557
Ifrah Financial Services
Arkansas
$481K +$13.9K +248 +3%
SAM
558
Silvercrest Asset Management
New York
$481K +$17.9K +318 +4%
CA
559
Cetera Advisors
Colorado
$479K -$7.86K -140 -2%
LS
560
Livforsakringsbolaget Skandia
Sweden
$473K -$1.18M -21,000 -72%
ZCA
561
Zeke Capital Advisors
Pennsylvania
$472K +$460K +8,188 New
PCM
562
Palisade Capital Management
New Jersey
$470K -$146K -2,594 -24%
VFA
563
Voya Financial Advisors
Connecticut
$466K +$41.6K +742 +10%
FMT
564
First Mercantile Trust
Tennessee
$464K -$15.4K -274 -3%
BRWA
565
B. Riley Wealth Advisors
Florida
$459K -$1.91K -34 -0.4%
RCAG
566
Rehmann Capital Advisory Group
Michigan
$455K +$35.3K +628 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
567
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$453K -$3.91M -69,600 -90%
WA
568
WFG Advisors
Texas
$453K +$385K +6,850 +685%
FCBT
569
First Citizens Bank & Trust
North Carolina
$452K -$134K -2,390 -23%
Tudor Investment Corp
570
Tudor Investment Corp
Connecticut
$443K -$239K -4,254 -36%
RCAMU
571
Rothschild & Co Asset Management US
Connecticut
$443K -$92.3K -1,644 -18%
WT
572
Washington Trust
Rhode Island
$442K +$561 +10 +0.1%
BFM
573
Boston Financial Management
Massachusetts
$437K -$11.2K -200 -3%
GXMC
574
Global X Management Company
New York
$435K +$46K +820 +12%
DILIC
575
Dai-ichi Life Insurance Company
Japan
$429K -$63.2K -1,126 -13%

FISV Hedge Fund Activity: Q1 2017 in Review

748 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2017, worth a combined $21.6B — up 6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FISV positions and 48 closed out — a net gain of 11 holders — while 223 added to existing stakes and 352 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55B. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $21.6B of Fiserv Inc stock for Q1 2017, up 6% quarter-over-quarter.
  • 59 funds opened new Fiserv Inc positions in Q1 2017 and 48 closed out, a net change of +11 holders.
  • The largest Fiserv Inc buyer in Q1 2017 was BlackRock, an estimated $1.55B added.
  • The largest Fiserv Inc seller in Q1 2017 was T. Rowe Price Associates, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2017.