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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
PBO
551
Peoples Bank (Ohio)
Ohio
$757K -$9.28K -120 -1%
APA
552
American Portfolios Advisors
New York
$754K -$120K -1,548 -13%
BFO
553
Boston Family Office
Massachusetts
$754K
FCH
554
Freestone Capital Holdings
Washington
$748K -$116K -1,504 -13%
Jones Financial Companies
555
Jones Financial Companies
Missouri
$745K +$435K +5,622 +124%
JWM
556
Jackson Wealth Management
Florida
$743K -$218K -2,819 -21%
Brown Advisory
557
Brown Advisory
Maryland
$743K +$47.7K +617 +6%
CBN
558
Cadence Bank NA
Texas
$738K +$19K +246 +3%
SI
559
Stephens Inc
Arkansas
$737K +$58.1K +751 +8%
EAM
560
Eagle Asset Management
Florida
$733K +$144K +1,857 +23%
LCM
561
Laurion Capital Management
New York
$732K -$894K -11,560 -54%
QI
562
QS Investors
New York
$730K
JCM
563
Jacobi Capital Management
Pennsylvania
$726K +$523K +6,764 +217%
BCM
564
Brown Capital Management
Maryland
$723K -$77 -1 -0%
OC
565
Oppenheimer & Co
New York
$722K -$160K -2,064 -17%
WT
566
Whittier Trust
California
$711K +$9.04K +117 +1%
N
567
Nuveen
North Carolina
$711K +$16K +207 +2%
AIM
568
Achmea Investment Management
Netherlands
$710K +$87.2K +1,128 +13%
PGFC
569
Peapack-Gladstone Financial Corp
New Jersey
$706K +$9.28K +120 +1%
DA
570
Duality Advisers
Florida
$705K +$741K +9,590 New
RM
571
Resource Management
Louisiana
$699K
BWM
572
Buckley Wealth Management
Nevada
$693K -$32.1K -415 -4%
PVH
573
Psagot Value Holdings
Israel
$691K -$777K -10,056 -52%
MCA
574
Mercer Capital Advisers
New Jersey
$691K
GT
575
Greenleaf Trust
Michigan
$686K +$285K +3,687 +65%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.