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FISV

Fiserv Inc

743 hedge funds and large institutions have $24B invested in Fiserv Inc in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 234 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

5% more capital invested

Capital invested by funds: $22.8B → $24B (+$1.21B)

1.56% more ownership

Funds ownership: 175.56%177.12% (+1.6%)

2% less funds holding

Funds holding: 759743 (-16)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.1M

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 314

Holders
743
Holders Change
-16
Holders Change %
-2.11%
% of All Funds
18.52%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
45
Increased
234
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
576
LCNB Corp
Ohio
$421K
JMFC
577
J.M. Forbes & Co
Massachusetts
$407K
CTC
578
Central Trust Company
Missouri
$404K -$10.3K -166 -3%
FI
579
FormulaFolio Investments
Michigan
$400K +$2.73K +44 +0.7%
RGC
580
Roberts, Glore & Co
Illinois
$398K -$24.9K -400 -6%
DC
581
Davenport & Co
Virginia
$395K
EBSAM
582
Eubel Brady & Suttman Asset Management
Ohio
$394K
FPS
583
Fieldpoint Private Securities
Connecticut
$393K +$379K +6,100 New
HB
584
Homrich & Berg
Georgia
$390K -$4.35K -70 -1%
TIA
585
Tiemann Investment Advisors
California
$384K
LOAME
586
Lombard Odier Asset Management (Europe)
United Kingdom
$382K
SFS
587
Sowell Financial Services
Arkansas
$378K
NIT
588
NumerixS Investment Technologies
British Columbia, Canada
$374K -$12.4K -200 -3%
RIM
589
Rampart Investment Management
Connecticut
$371K +$9.94K +160 +3%
ZB
590
Zions Bancorporation
Utah
$370K +$354K +5,692 +13,552%
PJSIMP
591
P.J. Schmidt Investment Management (PJS)
Wisconsin
$339K -$6.21K -100 -2%
AT
592
Argent Trust
Texas
$337K
FHA
593
Flagship Harbor Advisors
Massachusetts
$337K +$1.24K +20 +0.4%
SGCA
594
Steel Grove Capital Advisors
Tennessee
$336K -$186K -2,986 -36%
ZIC
595
ZWJ Investment Counsel
Georgia
$332K -$90.3K -1,454 -22%
LCM
596
Landscape Capital Management
New Jersey
$326K -$690K -11,112 -69%
GCMG
597
Gyroscope Capital Management Group
Florida
$326K +$314K +5,058 New
WP
598
WealthSource Partners
California
$321K -$21.7K -350 -7%
HSA
599
HBK Sorce Advisory
Pennsylvania
$321K -$9.82K -158 -3%
MCM
600
Maryland Capital Management
Maryland
$319K

FISV Hedge Fund Activity: Q3 2017 in Review

743 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2017, worth a combined $24B — up 5.3% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FISV and 45 opened new positions — a net loss of 7 holders — while 314 trimmed existing stakes and 234 added.

The largest buyer was Longview Partners, adding an estimated $127M. The largest seller was Ninety One (UK), exiting entirely with an estimated $104M sold.

  • 743 institutional investors held Fiserv Inc (FISV) as of Q3 2017, down from 759 in Q2 2017.
  • Funds reported $24B of Fiserv Inc stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 45 funds opened new Fiserv Inc positions in Q3 2017 and 52 closed out, a net change of -7 holders.
  • The largest Fiserv Inc buyer in Q3 2017 was Longview Partners, an estimated $127M added.
  • The largest Fiserv Inc seller in Q3 2017 was Ninety One (UK), an estimated $104M sold.

Based on aggregated 13F filings for Q3 2017.