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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
601
BBVA USA Bancshares
Texas
$619K -$61.8K -851 -9%
MF
602
Magnetar Financial
Illinois
$610K -$499K -6,875 -45%
PCM
603
Parsons Capital Management
Rhode Island
$609K -$10.9K -150 -2%
RIM
604
Regent Investment Management
Kentucky
$607K -$145K -2,000 -20%
SCM
605
Southport Capital Management
Tennessee
$598K +$9.44K +130 +2%
SCC
606
Spring Creek Capital
Kansas
$598K +$586K +8,073 New
CCG
607
Cypress Capital Group
Florida
$593K
PK
608
Pflug Koory
Nebraska
$589K +$301K +4,150 +109%
CF
609
Copperwynd Financial
Arizona
$586K -$6.75K -93 -1%
IRF
610
IBM Retirement Fund
New York
$583K -$113K -1,553 -16%
Fiera Capital (Canada)
611
Fiera Capital (Canada)
Quebec, Canada
$575K +$563K +7,760 New
BRWA
612
B. Riley Wealth Advisors
Florida
$572K +$1.45K +20 +0.3%
KRSITF
613
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$571K -$127K -1,749 -18%
SW
614
SVB Wealth
Massachusetts
$565K -$21.8K -300 -4%
WT
615
Washington Trust
Rhode Island
$559K -$871 -12 -0.2%
TF
616
TLWM Financial
Texas
$554K -$2.9K -40 -0.5%
DIM
617
DC Investments Management
Virginia
$552K -$559K -7,692 -51%
SBIA
618
Sheaff Brock Investment Advisors
Indiana
$548K
ST
619
Spinnaker Trust
Maine
$537K +$29K +400 +6%
GFPC
620
Global Financial Private Capital
Florida
$525K -$1.52K -21 -0.3%
GD
621
Grandfield & Dodd
New York
$522K -$33K -454 -6%
ZCA
622
Zeke Capital Advisors
Pennsylvania
$518K -$1.71M -23,500 -77%
OMCS
623
Old Mutual Customised Solutions
South Africa
$516K
LCM
624
LVM Capital Management
Michigan
$513K
ABC
625
Associated Banc-Corp
Wisconsin
$513K +$209K +2,880 +71%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.