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FISV

Fiserv Inc
FISV

1,217 hedge funds and large institutions have $60.6B invested in Fiserv Inc in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 473 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $1.14B | Put options by funds: $193M

69% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 84

4% more funds holding

Funds holding: 1,168 → 1,217 (+49)

1% more capital invested

Capital invested by funds: $59.9B → $60.6B (+$640M)

0.21% less ownership

Funds ownership: 92.99% → 92.78% (-0.21%)

12% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 473

23% less funds holding in top 10

Funds holding in top 10: 97 → 75 (-22)

Holders
1,217
Holders Change
+49
Holders Change %
+4.2%
% of All Funds
24.95%
Holding in Top 10
75
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-22.68%
% of All Funds
1.54%
New
142
Increased
416
Reduced
473
Closed
84
Calls
$1.14B
Puts
$193M
Net Calls
+$948M
Net Calls Change
+$906M

Top Buyers

Rank Fund Capital Flow
1
MCM
Melvin Capital Management
New York
+$609M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$232M
3
Millennium Management
Millennium Management
New York
+$184M
4
MC
Maplelane Capital
New York
+$174M
5
Barclays
Barclays
United Kingdom
+$149M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$512M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$452M
3
JP Morgan Chase
JP Morgan Chase
New York
-$447M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
5
Victory Capital Management
Victory Capital Management
Texas
-$279M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
551
Bridgewater Associates
Connecticut
$2.4M -$1.29M -12,811 -34%
RFC
552
Regions Financial Corp
Alabama
$2.4M +$911K +9,051 +58%
KAS
553
Kemnay Advisory Services
New York
$2.39M +$2.46M +24,455 New
AGM
554
Alpine Global Management
New York
$2.38M +$1.86M +18,432 +309%
AWM
555
Avior Wealth Management
Nebraska
$2.38M +$20.1K +200 +0.8%
NED
556
Nancy E. Dempze
$2.37M +$112K +1,111 +5%
GWM
557
Geneos Wealth Management
Colorado
$2.37M +$614K +6,097 +32%
KA
558
KLCM Advisors
Wisconsin
$2.37M – – –
LSERS
559
Louisiana State Employees Retirement System
Louisiana
$2.36M -$10.1K -100 -0.4%
EHWM
560
Eads & Heald Wealth Management
Georgia
$2.36M -$65.2K -647 -3%
PAG
561
Private Advisor Group
New Jersey
$2.35M -$42.7K -424 -2%
CCP
562
Corient Capital Partners
California
$2.34M +$774K +7,687 +47%
MP
563
Munro Partners
Australia
$2.33M -$16M -159,248 -87%
MCM
564
Monument Capital Management
Virginia
$2.33M -$196K -1,942 -8%
FHB
565
First Hawaiian Bank
Hawaii
$2.33M +$2.82K +28 +0.1%
HC
566
HNP Capital
New York
$2.31M +$2.37M +23,486 New
VRM
567
Vectors Research Management
New York
$2.29M -$101 -1 -0%
BFM
568
Boothbay Fund Management
New York
$2.29M -$3.15M -31,308 -57%
FCBT
569
First Citizens Bank & Trust
North Carolina
$2.28M -$115K -1,145 -5%
CCFCSB
570
Cape Cod Five Cents Savings Bank
Massachusetts
$2.27M +$623K +6,183 +36%
FT
571
Fiduciary Trust
Massachusetts
$2.24M -$25K -248 -1%
B
572
Bailard
California
$2.21M +$865K +8,591 +61%
SVC
573
Strycker View Capital
New York
$2.2M +$2.27M +22,562 New
AIP
574
Ameritas Investment Partners
Nebraska
$2.18M -$56.6K -562 -2%
BS
575
Boenning & Scattergood
Pennsylvania
$2.18M – – –
21 22
23
24 25

FISV Hedge Fund Activity: Q2 2020 in Review

1,217 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2020, worth a combined $60.6B — up 1.1% from $59.9B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new FISV positions and 84 closed out — a net gain of 58 holders — while 416 added to existing stakes and 473 trimmed.

The largest buyer was Melvin Capital Management, adding an estimated $609M. The largest seller was T. Rowe Price Associates, cutting an estimated $512M.

  • 1,217 institutional investors held Fiserv Inc (FISV) as of Q2 2020, up from 1,168 in Q1 2020.
  • Funds reported $60.6B of Fiserv Inc stock for Q2 2020, up 1.1% quarter-over-quarter.
  • 142 funds opened new Fiserv Inc positions in Q2 2020 and 84 closed out, a net change of +58 holders.
  • The largest Fiserv Inc buyer in Q2 2020 was Melvin Capital Management, an estimated $609M added.
  • The largest Fiserv Inc seller in Q2 2020 was T. Rowe Price Associates, an estimated $512M sold.

Based on aggregated 13F filings for Q2 2020.