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FISV

Fiserv Inc

759 hedge funds and large institutions have $22.8B invested in Fiserv Inc in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 235 increasing their positions, 336 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $21.6B → $22.8B (+$1.17B)

1% more funds holding

Funds holding: 748759 (+11)

0.5% more ownership

Funds ownership: 175.06%175.56% (+0.5%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

30% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 336

33% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $38.1M

Holders
759
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
18.92%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
54
Increased
235
Reduced
336
Closed
38
Calls
$25.6M
Puts
$38.1M
Net Calls
-$12.5M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
EBSAM
601
Eubel Brady & Suttman Asset Management
Ohio
$374K
HB
602
Homrich & Berg
Georgia
$374K
GAM
603
Gotham Asset Management
New York
$373K +$369K +6,098 New
SFS
604
Sowell Financial Services
Arkansas
$372K
NIT
605
NumerixS Investment Technologies
British Columbia, Canada
$367K -$2.17M -35,800 -86%
TIA
606
Tiemann Investment Advisors
California
$364K
LOAME
607
Lombard Odier Asset Management (Europe)
United Kingdom
$362K
Acadian Asset Management
608
Acadian Asset Management
Massachusetts
$348K +$209K +3,462 +156%
RIM
609
Rampart Investment Management
Connecticut
$342K +$265K +4,386 +364%
FRM
610
Fox Run Management
Connecticut
$330K +$327K +5,400 New
PJSIMP
611
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K -$5.44K -90 -2%
WP
612
WealthSource Partners
California
$326K -$39.3K -650 -11%
ST
613
Spot Trading
Illinois
$321K +$317K +5,242 New
FHA
614
Flagship Harbor Advisors
Massachusetts
$320K -$19.4K -320 -6%
AT
615
Argent Trust
Texas
$320K
CPO
616
Cerity Partners OCIO
New York
$319K -$30.2K -500 -9%
RCAG
617
Rehmann Capital Advisory Group
Michigan
$318K -$162K -2,682 -34%
TMAM
618
Tokio Marine Asset Management
Japan
$318K -$116K -1,912 -27%
HSA
619
HBK Sorce Advisory
Pennsylvania
$314K +$311K +5,140 New
MML Investors Services
620
MML Investors Services
Massachusetts
$307K -$72.9K -1,206 -19%
MCM
621
Maryland Capital Management
Maryland
$303K
FFBTD
622
First Financial Bank - Trust Division
Ohio
$297K
AIM
623
Arcadia Investment Management
Michigan
$294K
WCM
624
Weatherstone Capital Management
Colorado
$294K +$17.8K +294 +7%
SWP
625
Stratos Wealth Partners
Ohio
$290K +$287K +4,742 New

FISV Hedge Fund Activity: Q2 2017 in Review

759 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2017, worth a combined $22.8B — up 5.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FISV positions and 38 closed out — a net gain of 16 holders — while 235 added to existing stakes and 336 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $165M. The largest seller was Findlay Park Partners, cutting an estimated $90.7M.

  • 759 institutional investors held Fiserv Inc (FISV) as of Q2 2017, up from 748 in Q1 2017.
  • Funds reported $22.8B of Fiserv Inc stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 54 funds opened new Fiserv Inc positions in Q2 2017 and 38 closed out, a net change of +16 holders.
  • The largest Fiserv Inc buyer in Q2 2017 was Janus Henderson Group, an estimated $165M added.
  • The largest Fiserv Inc seller in Q2 2017 was Findlay Park Partners, an estimated $90.7M sold.

Based on aggregated 13F filings for Q2 2017.