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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
601
SVB Wealth
Massachusetts
$565K -$7.31K -104 -1%
GVT
602
Genesee Valley Trust
New York
$562K -$286K -4,072 -51%
CBN
603
Cadence Bank NA
Texas
$560K
BRWA
604
B. Riley Wealth Advisors
Florida
$550K -$2.81K -40 -0.5%
WT
605
Washington Trust
Rhode Island
$539K -$3.94K -56 -0.7%
GD
606
Grandfield & Dodd
New York
$535K
TF
607
TLWM Financial
Texas
$534K +$18.6K +264 +4%
Federated Hermes
608
Federated Hermes
Pennsylvania
$534K +$220K +3,134 +72%
SBIA
609
Sheaff Brock Investment Advisors
Indiana
$528K
GCP
610
GSA Capital Partners
United Kingdom
$514K +$507K +7,211 New
DSI
611
Daiwa SB Investments
Japan
$509K -$143K -2,040 -22%
O
612
OppenheimerFunds
New York
$508K -$455K -6,468 -48%
GFPC
613
Global Financial Private Capital
Florida
$507K -$765K -10,880 -60%
NIMI
614
Natixis Investment Managers International
France
$503K +$496K +7,058 New
BCM
615
BlueCrest Capital Management
Jersey
$497K -$966K -13,736 -66%
OMCS
616
Old Mutual Customised Solutions
South Africa
$496K
FNBOH
617
First National Bank of Hutchinson
Kansas
$493K -$238K -3,382 -33%
LCM
618
LVM Capital Management
Michigan
$493K
ST
619
Spinnaker Trust
Maine
$488K
WB
620
WesBanco Bank
West Virginia
$484K
DP
621
Dearborn Partners
Illinois
$478K
HSA
622
HBK Sorce Advisory
Pennsylvania
$473K +$1.97K +28 +0.4%
VIA
623
Vident Investment Advisory
Georgia
$470K +$86.5K +1,230 +23%
HB
624
Homrich & Berg
Georgia
$463K
BFM
625
Boston Financial Management
Massachusetts
$458K -$53.4K -760 -11%

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.