We are live on ! Find out more
FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
601
Regent Investment Management
Kentucky
$551K
GWM
602
Geneos Wealth Management
Colorado
$549K +$225K +2,910 +65%
Renaissance Technologies
603
Renaissance Technologies
New York
$544K -$1.26M -16,308 -69%
SBIA
604
Sheaff Brock Investment Advisors
Indiana
$544K
WT
605
Washington Trust
Rhode Island
$533K -$22.6K -293 -4%
ST
606
Spinnaker Trust
Maine
$532K
Jennison Associates
607
Jennison Associates
New York
$530K +$557K +7,209 New
Holocene Advisors
608
Holocene Advisors
New York
$530K +$558K +7,214 New
LCM
609
LVM Capital Management
Michigan
$520K +$12.3K +159 +2%
FI
610
FormulaFolio Investments
Michigan
$519K
GD
611
Grandfield & Dodd
New York
$518K
ZCA
612
Zeke Capital Advisors
Pennsylvania
$518K +$5.26K +68 +1%
DIM
613
DC Investments Management
Virginia
$512K -$22K -285 -4%
CC
614
ClearArc Capital
Ohio
$503K -$282K -3,646 -35%
MML Investors Services
615
MML Investors Services
Massachusetts
$483K -$11.8K -153 -2%
HB
616
Homrich & Berg
Georgia
$483K -$1.55K -20 -0.3%
TAM
617
Tiverton Asset Management
Delaware
$480K +$29.7K +384 +6%
B
618
Barings
North Carolina
$477K -$479K -6,200 -49%
IG
619
ING Group
Netherlands
$477K +$233K +3,012 +87%
LC
620
Lourd Capital
California
$475K +$1.47K +19 +0.3%
Wolverine Trading
621
Wolverine Trading
Illinois
$474K +$502K +6,499 New
SW
622
SVB Wealth
Massachusetts
$468K -$128K -1,656 -21%
WCM
623
Weatherstone Capital Management
Colorado
$468K +$3.79K +49 +0.8%
WB
624
WesBanco Bank
West Virginia
$466K -$28.3K -366 -5%
CAN
625
Cetera Advisor Networks
California
$464K

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.