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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
576
Cozad Asset Management
Illinois
$723K +$708K +9,756 New
JIC
577
Johnson Investment Counsel
Ohio
$722K
WT
578
Whittier Trust
California
$709K
S
579
SimplyRich
California
$708K
AP
580
Advisor Partners
California
$708K +$28.1K +387 +4%
MCA
581
Mercer Capital Advisers
New Jersey
$696K
PGFC
582
Peapack-Gladstone Financial Corp
New Jersey
$695K
FA
583
FDx Advisors
Illinois
$688K -$271K -3,734 -29%
FCH
584
Freestone Capital Holdings
Washington
$687K +$46.6K +642 +7%
APA
585
American Portfolios Advisors
New York
$683K +$277K +3,816 +71%
FWCM
586
Ferguson Wellman Capital Management
Oregon
$675K -$43.1K -594 -6%
BCAM
587
Boston Common Asset Management
Massachusetts
$673K
DTL
588
Dynamic Technology Lab
Singapore
$672K +$659K +9,080 New
CCA
589
Covey Capital Advisors
Georgia
$667K -$218K -3,000 -25%
Cetera Investment Advisers
590
Cetera Investment Advisers
Illinois
$661K +$17.6K +242 +3%
Truist Financial
591
Truist Financial
North Carolina
$657K
ECM
592
Everence Capital Management
Indiana
$653K
AAM
593
Aureus Asset Management
Massachusetts
$652K
II
594
Inspire Investing
Idaho
$651K +$310K +4,272 +95%
KeyBank National Association
595
KeyBank National Association
Ohio
$643K -$202K -2,785 -24%
VFA
596
Voya Financial Advisors
Connecticut
$643K -$14.3K -197 -2%
CCA
597
Checchi Capital Advisers
California
$641K +$6.39K +88 +1%
CBN
598
Cadence Bank NA
Texas
$635K +$51.2K +705 +9%
UB
599
UMB Bank
Missouri
$632K
SNBOSCI
600
Security National Bank of Sioux City Iowa
Iowa
$622K -$30.7K -423 -5%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.