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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
576
Aureus Asset Management
Massachusetts
$577K
PCM
577
Parsons Capital Management
Rhode Island
$570K -$34.9K -540 -6%
FCH
578
Freestone Capital Holdings
Washington
$569K
MA
579
MANA Advisors
New York
$564K +$555K +8,602 New
PTC
580
Private Trust Company
Ohio
$563K
CA
581
Cetera Advisors
Colorado
$563K +$17K +264 +3%
VFA
582
Voya Financial Advisors
Connecticut
$561K -$134K -2,076 -20%
UB
583
UMB Bank
Missouri
$559K -$10.7K -166 -2%
IFS
584
Ifrah Financial Services
Arkansas
$545K +$2.58K +40 +0.5%
SW
585
SVB Wealth
Massachusetts
$527K +$49.9K +772 +11%
SCM
586
Southport Capital Management
Tennessee
$526K +$519K +8,030 New
CCG
587
Cypress Capital Group
Florida
$525K
GVT
588
Genesee Valley Trust
New York
$524K -$32.2K -498 -6%
4IG
589
440 Investment Group
Kansas
$520K
CBN
590
Cadence Bank NA
Texas
$515K -$18.5K -286 -4%
Jones Financial Companies
591
Jones Financial Companies
Missouri
$510K -$147K -2,276 -23%
BRWA
592
B. Riley Wealth Advisors
Florida
$508K +$387 +6 +0.1%
WT
593
Washington Trust
Rhode Island
$499K
AAM
594
Advisors Asset Management
Colorado
$498K -$50K -774 -9%
CF
595
Copperwynd Financial
Arizona
$498K +$491K +7,598 New
GD
596
Grandfield & Dodd
New York
$492K +$258 +4 +0.1%
DCM
597
Dynamic Capital Management
Jersey
$487K +$480K +7,430 New
SBIA
598
Sheaff Brock Investment Advisors
Indiana
$485K
Marshall Wace
599
Marshall Wace
United Kingdom
$480K +$473K +7,326 New
LBC
600
Lawrence B. Cohen
$479K -$35.5K -550 -7%

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.