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FISV

Fiserv Inc

748 hedge funds and large institutions have $21.6B invested in Fiserv Inc in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.4B → $21.6B (+$1.22B)

0% more funds holding

Funds holding: 748748 (0)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

2.02% less ownership

Funds ownership: 177.08%175.06% (-2%)

27% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $34.2M

37% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 352

Holders
748
Holders Change
Holders Change %
0%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1%
New
59
Increased
223
Reduced
352
Closed
48
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
576
Sheaff Brock Investment Advisors
Indiana
$427K -$5.61K -100 -1%
CBN
577
Cadence Bank NA
Texas
$427K
Fayez Sarofim & Co
578
Fayez Sarofim & Co
Texas
$424K
DP
579
Dearborn Partners
Illinois
$421K
FB
580
Fulton Bank
Pennsylvania
$421K +$172K +3,056 +72%
RWA
581
Ropes Wealth Advisors
Massachusetts
$418K +$1.46K +26 +0.4%
CG
582
Caprock Group
Idaho
$411K
SGCA
583
Steel Grove Capital Advisors
Tennessee
$411K +$400K +7,126 New
TMAM
584
Tokio Marine Asset Management
Japan
$410K -$117K -2,090 -23%
1832 Asset Management
585
1832 Asset Management
Ontario, Canada
$407K +$256K +4,552 +182%
OMCS
586
Old Mutual Customised Solutions
South Africa
$401K +$76.2K +1,358 +24%
LCM
587
LVM Capital Management
Michigan
$399K
ST
588
Spinnaker Trust
Maine
$399K
NSIM
589
North Star Investment Management
Illinois
$383K
IRF
590
IBM Retirement Fund
New York
$381K -$2.06M -36,686 -88%
ZIC
591
ZWJ Investment Counsel
Georgia
$381K +$371K +6,602 New
RGC
592
Roberts, Glore & Co
Illinois
$377K -$24.1K -430 -6%
LC
593
LCNB Corp
Ohio
$377K -$16.8K -300 -4%
CNBT
594
Canandaigua National Bank & Trust
New York
$374K -$11.2K -200 -3%
SFS
595
Sowell Financial Services
Arkansas
$370K +$331K +5,904 +4,839%
VanEck Associates
596
VanEck Associates
New York
$367K +$20.4K +364 +6%
JMFC
597
J.M. Forbes & Co
Massachusetts
$364K
MML Investors Services
598
MML Investors Services
Massachusetts
$359K +$349K +6,220 New
EBSAM
599
Eubel Brady & Suttman Asset Management
Ohio
$353K
HB
600
Homrich & Berg
Georgia
$352K

FISV Hedge Fund Activity: Q1 2017 in Review

748 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2017, worth a combined $21.6B — up 6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FISV positions and 48 closed out — a net gain of 11 holders — while 223 added to existing stakes and 352 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55B. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $21.6B of Fiserv Inc stock for Q1 2017, up 6% quarter-over-quarter.
  • 59 funds opened new Fiserv Inc positions in Q1 2017 and 48 closed out, a net change of +11 holders.
  • The largest Fiserv Inc buyer in Q1 2017 was BlackRock, an estimated $1.55B added.
  • The largest Fiserv Inc seller in Q1 2017 was T. Rowe Price Associates, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2017.