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FISV

Fiserv Inc

759 hedge funds and large institutions have $22.8B invested in Fiserv Inc in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 235 increasing their positions, 336 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $21.6B → $22.8B (+$1.17B)

1% more funds holding

Funds holding: 748759 (+11)

0.5% more ownership

Funds ownership: 175.06%175.56% (+0.5%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

30% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 336

33% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $38.1M

Holders
759
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
18.92%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
54
Increased
235
Reduced
336
Closed
38
Calls
$25.6M
Puts
$38.1M
Net Calls
-$12.5M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
576
Cypress Capital Group
Florida
$489K +$484K +8,000 New
CBN
577
Cadence Bank NA
Texas
$483K +$28.3K +468 +6%
BRWA
578
B. Riley Wealth Advisors
Florida
$476K -$10.6K -176 -2%
WT
579
Washington Trust
Rhode Island
$468K -$605 -10 -0.1%
FMT
580
First Mercantile Trust
Tennessee
$463K -$29.8K -492 -6%
SBIA
581
Sheaff Brock Investment Advisors
Indiana
$453K
Fayez Sarofim & Co
582
Fayez Sarofim & Co
Texas
$450K
CG
583
Caprock Group
Idaho
$447K +$10.5K +174 +2%
BFM
584
Boston Financial Management
Massachusetts
$439K -$24.2K -400 -5%
OMCS
585
Old Mutual Customised Solutions
South Africa
$426K
LCM
586
LVM Capital Management
Michigan
$423K
ST
587
Spinnaker Trust
Maine
$423K
DP
588
Dearborn Partners
Illinois
$422K -$24.2K -400 -5%
Verition Fund Management
589
Verition Fund Management
Connecticut
$410K +$81.2K +1,342 +25%
RWA
590
Ropes Wealth Advisors
Massachusetts
$409K -$33.9K -560 -8%
NSIM
591
North Star Investment Management
Illinois
$406K
ZIC
592
ZWJ Investment Counsel
Georgia
$404K
RGC
593
Roberts, Glore & Co
Illinois
$402K +$2.42K +40 +0.6%
LC
594
LCNB Corp
Ohio
$399K
SM
595
Sciencast Management
New Jersey
$398K +$393K +6,500 New
CTC
596
Central Trust Company
Missouri
$393K +$23.7K +392 +6%
IPC
597
Independent Portfolio Consultants
Florida
$387K -$204K -3,380 -35%
JMFC
598
J.M. Forbes & Co
Massachusetts
$386K
FI
599
FormulaFolio Investments
Michigan
$376K +$372K +6,154 New
DC
600
Davenport & Co
Virginia
$374K +$12.1K +200 +3%

FISV Hedge Fund Activity: Q2 2017 in Review

759 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2017, worth a combined $22.8B — up 5.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FISV positions and 38 closed out — a net gain of 16 holders — while 235 added to existing stakes and 336 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $165M. The largest seller was Findlay Park Partners, cutting an estimated $90.7M.

  • 759 institutional investors held Fiserv Inc (FISV) as of Q2 2017, up from 748 in Q1 2017.
  • Funds reported $22.8B of Fiserv Inc stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 54 funds opened new Fiserv Inc positions in Q2 2017 and 38 closed out, a net change of +16 holders.
  • The largest Fiserv Inc buyer in Q2 2017 was Janus Henderson Group, an estimated $165M added.
  • The largest Fiserv Inc seller in Q2 2017 was Findlay Park Partners, an estimated $90.7M sold.

Based on aggregated 13F filings for Q2 2017.