We are live on ! Find out more
FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
551
Fayez Sarofim & Co
Texas
$1.32M
SPIA
552
Steward Partners Investment Advisory
New York
$1.3M -$52.9K -604 -4%
SI
553
Stephens Inc
Arkansas
$1.3M +$456K +5,204 +57%
Mercer Global Advisors
554
Mercer Global Advisors
Colorado
$1.3M +$5.87K +67 +0.5%
AIP
555
Ameritas Investment Partners
Nebraska
$1.29M -$18.3K -209 -1%
HCM
556
Howland Capital Management
Massachusetts
$1.28M -$87.6K -1,000 -7%
B
557
Bailard
California
$1.28M
PC
558
PA Capital
Virginia
$1.27M +$48.4K +552 +4%
MBT
559
Montecito Bank & Trust
California
$1.27M -$130K -1,478 -10%
V
560
Veritable
Delaware
$1.24M -$2.45K -28 -0.2%
CIA
561
Choate Investment Advisors
Massachusetts
$1.24M -$5.26K -60 -0.4%
GI
562
GAMCO Investors
Connecticut
$1.23M -$559K -6,376 -32%
CWM
563
Confluence Wealth Management
Oregon
$1.22M -$5.7K -65 -0.5%
CWM
564
Chesapeake Wealth Management
Virginia
$1.2M -$321K -3,658 -22%
SSWM
565
Sheets Smith Wealth Management
North Carolina
$1.19M +$655K +7,480 +135%
GT
566
Greenleaf Trust
Michigan
$1.18M +$585K +6,671 +106%
TSS
567
Two Sigma Securities
New York
$1.18M +$1.14M +12,982 New
II
568
Inspire Investing
Idaho
$1.18M +$14.7K +168 +1%
CQS
569
Credential Qtrade Securities
$1.18M -$70.3K -802 -6%
CFGS
570
Concourse Financial Group Securities
Alabama
$1.17M -$62K -707 -5%
MCM
571
MAI Capital Management
Ohio
$1.16M +$1.11M +12,677 New
TW
572
Transform Wealth
Colorado
$1.15M +$1.11M +12,653 New
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$1.14M +$16.7K +191 +2%
IFS
574
Ifrah Financial Services
Arkansas
$1.13M -$23.5K -268 -2%
PM
575
Penbrook Management
New York
$1.13M

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.