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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
601
Jacobi Capital Management
Pennsylvania
$870K -$2.23K -27 -0.3%
OC
602
Oppenheimer & Co
New York
$869K +$1.49K +18 +0.2%
RA
603
Rational Advisors
New York
$868K -$38.3K -464 -5%
NDSI
604
Newman Dignan & Sheerar Inc
Rhode Island
$857K -$8.25K -100 -1%
AIM
605
Achmea Investment Management
Netherlands
$853K
PGFC
606
Peapack-Gladstone Financial Corp
New Jersey
$848K
WT
607
Whittier Trust
California
$843K -$9.65K -117 -1%
QI
608
QS Investors
New York
$840K -$34.9K -423 -4%
MCA
609
Mercer Capital Advisers
New Jersey
$830K
CA
610
Cetera Advisors
Colorado
$821K +$12.5K +152 +2%
AP
611
Appleton Partners
Massachusetts
$817K +$764K +9,255 New
FWCM
612
Ferguson Wellman Capital Management
Oregon
$805K
Axa
613
Axa
France
$804K -$28.4M -343,623 -97%
SI
614
Stephens Inc
Arkansas
$802K -$77.5K -939 -9%
NB
615
NBT Bank
New York
$801K -$363K -4,401 -33%
WG
616
Winton Group
United Kingdom
$795K -$1.22M -14,734 -62%
CCA
617
Covey Capital Advisors
Georgia
$795K
PP
618
Paloma Partners
Connecticut
$789K -$1.39M -16,869 -65%
RM
619
Resource Management
Louisiana
$787K -$49.5K -600 -6%
Truist Financial
620
Truist Financial
North Carolina
$787K
BCAM
621
Boston Common Asset Management
Massachusetts
$780K -$20.6K -250 -3%
NB
622
Nicolet Bankshares
Wisconsin
$779K -$24.8K -300 -3%
ECM
623
Everence Capital Management
Indiana
$779K
AAM
624
Aureus Asset Management
Massachusetts
$777K
Twin Tree Management
625
Twin Tree Management
Texas
$774K +$623K +7,547 +621%

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.