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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
EBSAM
601
Eubel Brady & Suttman Asset Management
Ohio
$325K
DC
602
Davenport & Co
Virginia
$325K +$10.3K +200 +3%
VanEck Associates
603
VanEck Associates
New York
$319K +$44.1K +858 +17%
FT
604
Fiduciary Trust
Massachusetts
$317K +$4.32K +84 +1%
TIA
605
Tiemann Investment Advisors
California
$316K -$15.4K -300 -5%
II
606
IFM Investors
Australia
$303K +$293K +5,704 New
PJSIMP
607
P.J. Schmidt Investment Management (PJS)
Wisconsin
$302K -$65.8K -1,280 -18%
OMCS
608
Old Mutual Customised Solutions
South Africa
$298K +$154K +3,000 +115%
FCH
609
Freestone Capital Holdings
Washington
$292K
GCA
610
Gideon Capital Advisors
New York
$286K +$276K +5,380 New
AT
611
Argent Trust
Texas
$278K -$10.4K -202 -4%
BHWM
612
Bar Harbor Wealth Management
New Hampshire
$273K
LP
613
LMR Partners
United Kingdom
$267K -$781K -15,200 -75%
CCM
614
Condor Capital Management
New Jersey
$266K -$23.2K -452 -8%
ASC
615
Atalanta Sosnoff Capital
New York
$265K -$6.16K -120 -2%
MCM
616
Maryland Capital Management
Maryland
$263K
FFBTD
617
First Financial Bank - Trust Division
Ohio
$258K -$1.13K -22 -0.5%
AIM
618
Arcadia Investment Management
Michigan
$255K
HAG
619
HighPoint Advisor Group
Illinois
$251K -$7.29K -142 -3%
FNBTCON
620
First National Bank & Trust Co of Newtown
Pennsylvania
$251K
ST
621
Smithfield Trust
Pennsylvania
$245K -$54.3K -1,058 -19%
AF
622
Arrow Financial
New York
$244K
GAM
623
Gotham Asset Management
New York
$243K -$11.2M -218,272 -98%
CCA
624
Checchi Capital Advisers
California
$241K +$2.77K +54 +1%
1SB
625
1ST Source Bank
Indiana
$234K

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.