We are live on ! Find out more
FISV

Fiserv Inc

612 hedge funds and large institutions have $13.3B invested in Fiserv Inc in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 272 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $8.55M | Put options by funds: $4.38M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

7% more capital invested

Capital invested by funds: $12.5B → $13.3B (+$815M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3% more funds holding

Funds holding: 595612 (+17)

33% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 272

Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
17.58%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
55
Increased
181
Reduced
272
Closed
34
Calls
$8.55M
Puts
$4.38M
Net Calls
+$4.17M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
576
JNBA Financial Advisors
Minnesota
$45K
WA
577
WFG Advisors
Texas
$42K
TWM
578
Torch Wealth Management
Ohio
$41K
W
579
Wealthfront
California
$37K +$12.6K +424 +55%
MAM
580
Mizuho Asset Management
Japan
$36K
Parallax Volatility Advisers
581
Parallax Volatility Advisers
California
$36K +$32.6K +1,098 +1,168%
IMS
582
Index Management Solutions
Pennsylvania
$35K -$9.37K -316 -21%
NES
583
New England Securities
New York
$32K
TSW
584
Thompson Siegel & Walmsley
Virginia
$31K
BOK
585
Bank of Kentucky
Kentucky
$30K
M&T Bank
586
M&T Bank
New York
$30K
OSNBOA
587
Old Second National Bank of Aurora
Illinois
$30K
CIP
588
Chartwell Investment Partners
Pennsylvania
$26K
BCI
589
Brinker Capital Investments
Pennsylvania
$22K
WA
590
WealthTrust-Arizona
Arizona
$19K -$1.07K -36 -5%
QAM
591
QCI Asset Management
New York
$18K
GSC
592
Ground Swell Capital
South Carolina
$17K +$16.8K +568 New
EWM
593
Evercore Wealth Management
New York
$16K +$15.6K +526 New
CAW
594
Cornerstone Advisors (Washington)
Washington
$15K
WTB
595
Washington Trust Bank
Washington
$15K
EFSCE
596
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$1.13K +38 +8%
GAM
597
Gemmer Asset Management
California
$13K
NFG
598
Next Financial Group
Texas
$12K +$11.9K +400 New
OSAM
599
O'Shaughnessy Asset Management
Connecticut
$12K +$12.2K +412 New
DA
600
Dunvegan Associates
California
$7K

FISV Hedge Fund Activity: Q2 2014 in Review

612 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2014, worth a combined $13.3B — up 6.5% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FISV positions and 34 closed out — a net gain of 21 holders — while 181 added to existing stakes and 272 trimmed.

The largest buyer was Veritas Asset Management, opening a new position worth an estimated $206M. The largest seller was AllianceBernstein, cutting an estimated $107M.

  • 612 institutional investors held Fiserv Inc (FISV) as of Q2 2014, up from 595 in Q1 2014.
  • Funds reported $13.3B of Fiserv Inc stock for Q2 2014, up 6.5% quarter-over-quarter.
  • 55 funds opened new Fiserv Inc positions in Q2 2014 and 34 closed out, a net change of +21 holders.
  • The largest Fiserv Inc buyer in Q2 2014 was Veritas Asset Management, an estimated $206M added.
  • The largest Fiserv Inc seller in Q2 2014 was AllianceBernstein, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2014.