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FISV

Fiserv Inc

683 hedge funds and large institutions have $18B invested in Fiserv Inc in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 293 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

23% more funds holding in top 10

Funds holding in top 10: 3543 (+8)

3% more funds holding

Funds holding: 663683 (+20)

3% more capital invested

Capital invested by funds: $17.5B → $18B (+$528M)

10% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $19.2M

26% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 293

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
19.06%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
1.2%
New
52
Increased
218
Reduced
293
Closed
28
Calls
$17.3M
Puts
$19.2M
Net Calls
-$1.86M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
GHAM
576
Gilman Hill Asset Management
Connecticut
$256K +$19.9K +460 +8%
SCP
577
Syntal Capital Partners
Texas
$252K
OMCS
578
Old Mutual Customised Solutions
South Africa
$251K
ST
579
Spinnaker Trust
Maine
$251K
FT
580
Fiduciary Trust
Massachusetts
$250K +$18.2K +420 +8%
MC
581
Moors & Cabot
Massachusetts
$250K +$18.8K +434 +8%
SSB
582
Sandy Spring Bank
Maryland
$249K
PJSIMP
583
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K +$9.08K +210 +4%
BFEC
584
Benjamin F. Edwards & Company
Missouri
$245K
UB
585
UMB Bank
Missouri
$244K
WRM
586
Westport Resources Management
Connecticut
$240K -$13K -300 -5%
JIC
587
Johnson Investment Counsel
Ohio
$237K
FIM
588
Freedom Investment Management
Connecticut
$237K +$447K +10,342 +50%
AF
589
Arrow Financial
New York
$236K -$14.7K -340 -6%
FCH
590
Freestone Capital Holdings
Washington
$236K +$235K +5,440 New
ONB
591
Old National Bancorp
Indiana
$232K +$232K +5,362 New
OWP
592
Obermeyer Wealth Partners
Colorado
$225K
SEC
593
Seven Eight Capital
New York
$225K +$225K +5,200 New
SFP
594
Santa Fe Partners
New Mexico
$221K -$1.95M -45,118 -90%
MAM
595
Mizuho Asset Management
Japan
$217K +$26.6K +616 +14%
BFO
596
Boston Family Office
Massachusetts
$214K -$17.3K -400 -7%
MCM
597
Maryland Capital Management
Maryland
$214K
FFBTD
598
First Financial Bank - Trust Division
Ohio
$210K -$22.1K -510 -10%
YIA
599
YHB Investment Advisors
Connecticut
$210K -$1.04K -24 -0.5%
MCC
600
Mid Continent Capital
Illinois
$208K +$208K +4,800 New

FISV Hedge Fund Activity: Q3 2015 in Review

683 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2015, worth a combined $18B — up 3% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FISV positions and 28 closed out — a net gain of 24 holders — while 218 added to existing stakes and 293 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $120M. The largest seller was Egerton Capital (UK), cutting an estimated $108M.

  • 683 institutional investors held Fiserv Inc (FISV) as of Q3 2015, up from 663 in Q2 2015.
  • Funds reported $18B of Fiserv Inc stock for Q3 2015, up 3% quarter-over-quarter.
  • 52 funds opened new Fiserv Inc positions in Q3 2015 and 28 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q3 2015 was Massachusetts Financial Services, an estimated $120M added.
  • The largest Fiserv Inc seller in Q3 2015 was Egerton Capital (UK), an estimated $108M sold.

Based on aggregated 13F filings for Q3 2015.