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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
TF
601
TLWM Financial
Texas
$476K +$469K +7,256 New
MF
602
Magnetar Financial
Illinois
$473K +$466K +7,214 New
BFM
603
Boston Financial Management
Massachusetts
$471K
OMCS
604
Old Mutual Customised Solutions
South Africa
$456K
LCM
605
LVM Capital Management
Michigan
$454K
ST
606
Spinnaker Trust
Maine
$449K -$3.88K -60 -0.9%
TIAAOA
607
Teachers Insurance & Annuity Association of America
New York
$446K +$439K +6,800 New
WB
608
WesBanco Bank
West Virginia
$445K -$162K -2,514 -27%
BIC
609
Bridges Investment Counsel
Nebraska
$440K -$51.7K -800 -11%
DP
610
Dearborn Partners
Illinois
$439K -$12.9K -200 -3%
NSIM
611
North Star Investment Management
Illinois
$435K
HSA
612
HBK Sorce Advisory
Pennsylvania
$433K +$105K +1,628 +33%
CA
613
Calton & Associates
Florida
$429K +$396K +6,128 New
LC
614
Lourd Capital
California
$429K +$423K +6,544 New
HB
615
Homrich & Berg
Georgia
$426K +$29.1K +450 +7%
HCMT
616
Highland Capital Management (Tennessee)
Tennessee
$424K +$418K +6,470 New
CNBT
617
Canandaigua National Bank & Trust
New York
$423K -$144K -2,234 -26%
TAM
618
Tiverton Asset Management
Delaware
$422K +$416K +6,436 New
LS
619
Livforsakringsbolaget Skandia
Sweden
$420K -$116K -1,800 -22%
SFS
620
Sowell Financial Services
Arkansas
$416K
JMFC
621
J.M. Forbes & Co
Massachusetts
$414K
RWA
622
Ropes Wealth Advisors
Massachusetts
$413K -$31.8K -492 -7%
CTC
623
Central Trust Company
Missouri
$411K
DC
624
Davenport & Co
Virginia
$407K +$5.81K +90 +1%
RGC
625
Roberts, Glore & Co
Illinois
$403K -$1.94K -30 -0.5%

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.