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FISV

Fiserv Inc

743 hedge funds and large institutions have $24B invested in Fiserv Inc in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 234 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

5% more capital invested

Capital invested by funds: $22.8B → $24B (+$1.21B)

1.56% more ownership

Funds ownership: 175.56%177.12% (+1.6%)

2% less funds holding

Funds holding: 759743 (-16)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.1M

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 314

Holders
743
Holders Change
-16
Holders Change %
-2.11%
% of All Funds
18.52%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
45
Increased
234
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
551
Livforsakringsbolaget Skandia
Sweden
$529K
CBN
552
Cadence Bank NA
Texas
$525K +$15.7K +252 +3%
CCG
553
Cypress Capital Group
Florida
$516K
4IG
554
440 Investment Group
Kansas
$511K +$492K +7,924 New
LBC
555
Lawrence B. Cohen
$506K -$55.9K -900 -10%
BRWA
556
B. Riley Wealth Advisors
Florida
$499K -$2.48K -40 -0.5%
CSS
557
Cubist Systematic Strategies
Connecticut
$498K -$7.24M -116,534 -94%
WT
558
Washington Trust
Rhode Island
$491K -$2.86K -46 -0.6%
FP
559
FDO Partners
Massachusetts
$488K +$470K +7,564 New
BIC
560
Bridges Investment Counsel
Nebraska
$483K -$1.02M -16,350 -69%
GD
561
Grandfield & Dodd
New York
$483K -$99.4K -1,600 -18%
SBIA
562
Sheaff Brock Investment Advisors
Indiana
$477K
Fayez Sarofim & Co
563
Fayez Sarofim & Co
Texas
$474K
Bessemer Group
564
Bessemer Group
New Jersey
$470K +$194K +3,118 +75%
FNT
565
First National Trust
Pennsylvania
$468K -$124K -2,000 -22%
SW
566
SVB Wealth
Massachusetts
$468K -$52.7K -848 -10%
BP
567
Ballentine Partners
Massachusetts
$464K +$447K +7,192 New
BFM
568
Boston Financial Management
Massachusetts
$463K
OMCS
569
Old Mutual Customised Solutions
South Africa
$449K
LCM
570
LVM Capital Management
Michigan
$446K
DP
571
Dearborn Partners
Illinois
$445K
ST
572
Spinnaker Trust
Maine
$445K
RWA
573
Ropes Wealth Advisors
Massachusetts
$438K +$6.34K +102 +2%
FMT
574
First Mercantile Trust
Tennessee
$428K -$56.8K -914 -12%
NSIM
575
North Star Investment Management
Illinois
$428K

FISV Hedge Fund Activity: Q3 2017 in Review

743 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2017, worth a combined $24B — up 5.3% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FISV and 45 opened new positions — a net loss of 7 holders — while 314 trimmed existing stakes and 234 added.

The largest buyer was Longview Partners, adding an estimated $127M. The largest seller was Ninety One (UK), exiting entirely with an estimated $104M sold.

  • 743 institutional investors held Fiserv Inc (FISV) as of Q3 2017, down from 759 in Q2 2017.
  • Funds reported $24B of Fiserv Inc stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 45 funds opened new Fiserv Inc positions in Q3 2017 and 52 closed out, a net change of -7 holders.
  • The largest Fiserv Inc buyer in Q3 2017 was Longview Partners, an estimated $127M added.
  • The largest Fiserv Inc seller in Q3 2017 was Ninety One (UK), an estimated $104M sold.

Based on aggregated 13F filings for Q3 2017.