We are live on ! Find out more
FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Alterna Wealth Management
Texas
$681K +$430K +5,566 New
CA
577
Cetera Advisors
Colorado
$673K
NB
578
Nicolet Bankshares
Wisconsin
$670K -$3.87K -50 -0.5%
FWCM
579
Ferguson Wellman Capital Management
Oregon
$670K
BCAM
580
Boston Common Asset Management
Massachusetts
$668K
ABC
581
Associated Banc-Corp
Wisconsin
$662K +$102K +1,324 +17%
CCA
582
Covey Capital Advisors
Georgia
$661K
Truist Financial
583
Truist Financial
North Carolina
$655K -$12.4K -160 -2%
ECM
584
Everence Capital Management
Indiana
$648K
AAM
585
Aureus Asset Management
Massachusetts
$647K
SRAM
586
Stone Ridge Asset Management
New York
$611K +$168K +2,178 +35%
BUB
587
BBVA USA Bancshares
Texas
$597K -$26.9K -348 -4%
V
588
VeraBank
Texas
$594K +$625K +8,083 New
SCM
589
Southport Capital Management
Tennessee
$591K +$6.18K +80 +1%
CCA
590
Checchi Capital Advisers
California
$581K -$64.9K -839 -10%
TF
591
TLWM Financial
Texas
$580K +$32.4K +419 +6%
TIM
592
Thompson Investment Management
Wisconsin
$579K -$153K -1,975 -20%
KRSITF
593
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$579K +$18K +233 +3%
PCM
594
Parsons Capital Management
Rhode Island
$573K -$20.9K -270 -3%
Cetera Investment Advisers
595
Cetera Investment Advisers
Illinois
$571K +$42.1K +544 +7%
HPC
596
HM Payson & Co
Maine
$570K -$17.7M -228,379 -97%
SAM
597
Symphony Asset Management
California
$569K +$598K +7,739 New
KWM
598
Kingsview Wealth Management
Oregon
$568K +$597K +7,724 New
BRWA
599
B. Riley Wealth Advisors
Florida
$562K -$6.11K -79 -1%
CF
600
Copperwynd Financial
Arizona
$560K -$26.6K -344 -4%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.