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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
551
Oppenheimer & Co
New York
$874K +$6.1K +84 +0.7%
O
552
OppenheimerFunds
New York
$865K +$331K +4,557 +64%
LNWWM
553
Laird Norton Wetherby Wealth Management
California
$860K -$218 -3 -0%
Citadel Advisors
554
Citadel Advisors
Florida
$845K +$152K +2,097 +23%
IFS
555
Ifrah Financial Services
Arkansas
$845K +$233K +3,203 +39%
Fayez Sarofim & Co
556
Fayez Sarofim & Co
Texas
$840K
CPA
557
Court Place Advisors
Maryland
$839K
SIM
558
Sadoff Investment Management
Wisconsin
$832K -$3.63K -50 -0.4%
TIM
559
Thompson Investment Management
Wisconsin
$825K -$39.9K -550 -5%
NIMI
560
Natixis Investment Managers International
France
$825K +$296K +4,079 +58%
IIC
561
Integrated Investment Consultants
Michigan
$815K -$39.3K -541 -5%
PBO
562
Peoples Bank (Ohio)
Ohio
$811K -$10.5K -145 -1%
NEI
563
Northwest & Ethical Investments
Ontario, Canada
$794K +$49.4K +680 +7%
CA
564
Cetera Advisors
Colorado
$779K +$141K +1,948 +23%
Brown Advisory
565
Brown Advisory
Maryland
$778K +$29.3K +404 +4%
CC
566
ClearArc Capital
Ohio
$774K -$5.88K -81 -0.8%
BFO
567
Boston Family Office
Massachusetts
$768K -$72.6K -1,000 -9%
AA
568
ALPS Advisors
Colorado
$754K -$65.9K -907 -8%
RM
569
Resource Management
Louisiana
$749K
NB
570
Nicolet Bankshares
Wisconsin
$741K -$10.9K -150 -1%
CT
571
Chicago Trust
Illinois
$741K
DSI
572
Daiwa SB Investments
Japan
$739K +$206K +2,830 +40%
BWM
573
Buckley Wealth Management
Nevada
$732K -$25.4K -350 -3%
N
574
Nuveen
North Carolina
$731K
BFM
575
Boothbay Fund Management
New York
$726K +$712K +9,800 New

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.