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FISV

Fiserv Inc

759 hedge funds and large institutions have $22.8B invested in Fiserv Inc in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 235 increasing their positions, 336 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $21.6B → $22.8B (+$1.17B)

1% more funds holding

Funds holding: 748759 (+11)

0.5% more ownership

Funds ownership: 175.06%175.56% (+0.5%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

30% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 336

33% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $38.1M

Holders
759
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
18.92%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
54
Increased
235
Reduced
336
Closed
38
Calls
$25.6M
Puts
$38.1M
Net Calls
-$12.5M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
GD
551
Grandfield & Dodd
New York
$557K
WT
552
Whittier Trust
California
$554K -$69K -1,140 -11%
LNWWM
553
Laird Norton Wetherby Wealth Management
California
$552K -$242 -4 -0%
MYLI
554
Meiji Yasuda Life Insurance
Japan
$549K
FHAM
555
Folger Hill Asset Management
New York
$544K +$538K +8,894 New
RWP
556
RWA Wealth Partners
Massachusetts
$542K
Mariner
557
Mariner
Kansas
$537K -$2.3K -38 -0.4%
LBC
558
Lawrence B. Cohen
$535K -$63.5K -1,050 -11%
DSI
559
Daiwa SB Investments
Japan
$533K -$367K -6,060 -41%
UB
560
UMB Bank
Missouri
$529K
Susquehanna International Group
561
Susquehanna International Group
Pennsylvania
$528K -$2.09M -34,496 -80%
FCH
562
Freestone Capital Holdings
Washington
$527K
GVT
563
Genesee Valley Trust
New York
$526K -$7.38K -122 -1%
PTC
564
Private Trust Company
Ohio
$525K -$37K -612 -7%
WA
565
WFG Advisors
Texas
$525K +$44.4K +734 +9%
BCM
566
BlueCrest Capital Management
Jersey
$523K -$745K -12,310 -59%
RCAMU
567
Rothschild & Co Asset Management US
Connecticut
$515K +$44K +728 +9%
CAS
568
Cue Advisory Services
Arizona
$513K -$205K -3,390 -29%
IFS
569
Ifrah Financial Services
Arkansas
$510K -$605 -10 -0.1%
CA
570
Cetera Advisors
Colorado
$508K
LS
571
Livforsakringsbolaget Skandia
Sweden
$502K
SGCA
572
Steel Grove Capital Advisors
Tennessee
$501K +$64.6K +1,068 +15%
Cerity Partners
573
Cerity Partners
New York
$498K -$1.93M -31,968 -76%
SW
574
SVB Wealth
Massachusetts
$496K -$172K -2,850 -26%
SAM
575
Silvercrest Asset Management
New York
$489K -$20.6K -340 -4%

FISV Hedge Fund Activity: Q2 2017 in Review

759 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2017, worth a combined $22.8B — up 5.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FISV positions and 38 closed out — a net gain of 16 holders — while 235 added to existing stakes and 336 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $165M. The largest seller was Findlay Park Partners, cutting an estimated $90.7M.

  • 759 institutional investors held Fiserv Inc (FISV) as of Q2 2017, up from 748 in Q1 2017.
  • Funds reported $22.8B of Fiserv Inc stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 54 funds opened new Fiserv Inc positions in Q2 2017 and 38 closed out, a net change of +16 holders.
  • The largest Fiserv Inc buyer in Q2 2017 was Janus Henderson Group, an estimated $165M added.
  • The largest Fiserv Inc seller in Q2 2017 was Findlay Park Partners, an estimated $90.7M sold.

Based on aggregated 13F filings for Q2 2017.