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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
ED
576
Exane Derivatives
France
$393K +$340K +6,620 +847%
VFA
577
Voya Financial Advisors
Connecticut
$392K +$48.2K +938 +15%
Fayez Sarofim & Co
578
Fayez Sarofim & Co
Texas
$391K -$213K -4,150 -36%
DP
579
Dearborn Partners
Illinois
$388K -$20.5K -400 -5%
RCAG
580
Rehmann Capital Advisory Group
Michigan
$386K +$373K +7,258 New
RWA
581
Ropes Wealth Advisors
Massachusetts
$384K +$135K +2,620 +57%
CG
582
Caprock Group
Idaho
$379K -$36.3K -706 -9%
Jennison Associates
583
Jennison Associates
New York
$378K +$365K +7,112 New
MYLI
584
Meiji Yasuda Life Insurance
Japan
$371K -$64.7K -1,260 -15%
CRCP
585
Copper Rock Capital Partners
Massachusetts
$370K -$299K -5,822 -46%
RGC
586
Roberts, Glore & Co
Illinois
$370K -$2.57K -50 -0.7%
LCM
587
LVM Capital Management
Michigan
$368K
ST
588
Spinnaker Trust
Maine
$367K
SM
589
Sciencast Management
New Jersey
$364K +$352K +6,858 New
LC
590
LCNB Corp
Ohio
$363K +$351K +6,832 New
GXMC
591
Global X Management Company
New York
$358K +$64.3K +1,252 +23%
CNBT
592
Canandaigua National Bank & Trust
New York
$356K
WP
593
WealthSource Partners
California
$354K -$94K -1,830 -22%
NSIM
594
North Star Investment Management
Illinois
$353K +$329K +6,400 +2,667%
TRCT
595
Tower Research Capital (TRC)
New York
$339K +$323K +6,284 +6,982%
JMFC
596
J.M. Forbes & Co
Massachusetts
$335K
CTC
597
Central Trust Company
Missouri
$333K -$7.71K -150 -2%
WT
598
Whittier Trust
California
$329K -$6.78K -132 -2%
CPO
599
Cerity Partners OCIO
New York
$326K +$314K +6,118 New
HB
600
Homrich & Berg
Georgia
$325K -$16.3K -318 -5%

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.