We are live on ! Find out more
FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
601
Bank of Stockton
California
$1.45M -$24.1K -217 -1%
JG
602
Jefferies Group
New York
$1.44M +$1.32M +11,884 +360%
CC
603
Cognios Capital
Kansas
$1.43M -$100K -903 -6%
ACM
604
Alight Capital Management
New York
$1.43M +$555K +5,000 +50%
CB
605
Cadence Bank
Mississippi
$1.42M -$111K -1,000 -6%
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$1.41M +$172K +1,547 +12%
Walleye Trading
607
Walleye Trading
New York
$1.41M -$1.87M -16,839 -53%
KCM
608
Kendall Capital Management
Maryland
$1.41M -$293K -2,635 -15%
FA
609
FDx Advisors
Illinois
$1.4M +$548K +4,937 +50%
CNBT
610
Canandaigua National Bank & Trust
New York
$1.39M -$27.4K -247 -2%
ECM
611
Everence Capital Management
Indiana
$1.38M
Fayez Sarofim & Co
612
Fayez Sarofim & Co
Texas
$1.37M -$13.9K -125 -0.9%
MYIA
613
Mount Yale Investment Advisors
Colorado
$1.36M +$1.59M +14,275 New
OTPPB
614
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.33M -$2.22M -19,996 -59%
HB
615
Homrich & Berg
Georgia
$1.33M +$71K +639 +5%
V
616
Veritable
Delaware
$1.33M -$75.5K -680 -5%
B
617
Bailard
California
$1.33M
CFC
618
Coyle Financial Counsel
Illinois
$1.32M -$478K -4,307 -24%
NBG
619
Nancy B. Gardiner
$1.3M -$198K -1,780 -12%
KC
620
Kingfisher Capital
North Carolina
$1.29M +$1.51M +13,635 New
LCM
621
Landscape Capital Management
New Jersey
$1.29M +$1.51M +13,567 New
CWM
622
Confluence Wealth Management
Oregon
$1.28M +$8.33K +75 +0.6%
Wellington Management Group
623
Wellington Management Group
Massachusetts
$1.27M -$186M -1,676,125 -99%
IRF
624
IBM Retirement Fund
New York
$1.27M +$558K +5,026 +60%
D.E. Shaw & Co
625
D.E. Shaw & Co
New York
$1.26M +$1.48M +13,300 New

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.