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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
601
American Portfolios Advisors
New York
$968K -$4.73K -54 -0.5%
JCM
602
Jacobi Capital Management
Pennsylvania
$967K +$65.5K +748 +8%
EP
603
Edgestream Partners
New Jersey
$964K +$926K +10,573 New
PGAM
604
Princeton Global Asset Management
New Jersey
$962K
BCM
605
Brown Capital Management
Maryland
$958K -$15.9K -182 -2%
VWM
606
Valley Wealth Managers
New Jersey
$944K -$196K -2,237 -18%
B
607
Barings
North Carolina
$944K -$196K -2,233 -18%
RFC
608
Regions Financial Corp
Alabama
$931K -$119K -1,361 -12%
CBN
609
Cadence Bank NA
Texas
$923K -$6.22K -71 -0.7%
ORI
610
Oak Ridge Investments
Illinois
$922K -$3.2M -36,567 -78%
PBO
611
Peoples Bank (Ohio)
Ohio
$907K -$44.7K -510 -5%
GIM
612
Goelzer Investment Management
Indiana
$907K -$41.2K -470 -5%
Jones Financial Companies
613
Jones Financial Companies
Missouri
$906K -$8.68K -99 -1%
CWG
614
C WorldWide Group
Denmark
$897K +$862K +9,835 New
Hudson Bay Capital Management
615
Hudson Bay Capital Management
Connecticut
$893K +$859K +9,800 New
OC
616
Oppenheimer & Co
New York
$891K -$5.96K -68 -0.7%
EA
617
Emerald Advisers
Pennsylvania
$882K -$725K -8,271 -46%
WT
618
Whittier Trust
California
$871K
S
619
SimplyRich
California
$871K +$837K +9,550 New
Axa
620
Axa
France
$850K +$19.2K +219 +2%
Truist Financial
621
Truist Financial
North Carolina
$847K +$33.5K +382 +4%
NB
622
Nicolet Bankshares
Wisconsin
$844K +$38.9K +444 +5%
S
623
Seeyond
France
$839K -$73.3K -836 -8%
RIM
624
Rampart Investment Management
Connecticut
$838K -$79K -902 -9%
MCA
625
Mercer Capital Advisers
New Jersey
$837K -$17.5K -200 -2%

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.