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FISV

Fiserv Inc
FISV

607 hedge funds and large institutions have $13.9B invested in Fiserv Inc in 2014 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 183 increasing their positions, 275 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $6.63M | Put options by funds: $3.31M

40% more funds holding in top 10

Funds holding in top 10: 20 → 28 (+8)

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

5% more capital invested

Capital invested by funds: $13.3B → $13.9B (+$639M)

1% less funds holding

Funds holding: 612 → 607 (-5)

33% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 275

Holders
607
Holders Change
-5
Holders Change %
-0.82%
% of All Funds
17.6%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.81%
New
35
Increased
183
Reduced
275
Closed
33
Calls
$6.63M
Puts
$3.31M
Net Calls
+$3.32M
Net Calls Change
-$853K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$53.1M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$34.7M
3
Invesco
Invesco
Georgia
+$31.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$23.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$114M
2
EVM
Eaton Vance Management
Massachusetts
-$72.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$41.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
626
TradeWorx
New Jersey
– -$249K -8,256 Closed
ACPU
627
Arrowgrass Capital Partners (US)
Delaware
– -$236K -7,830 Closed
MCM
628
Maryland Capital Management
Maryland
– -$200K -6,640 Closed
Teacher Retirement System of Texas
629
Teacher Retirement System of Texas
Texas
– -$149K -4,942 Closed
BRWA
630
B. Riley Wealth Advisors
Florida
– -$144K -4,758 Closed
ClearBridge Investments
631
ClearBridge Investments
New York
– -$95K -3,140 Closed
BAM
632
Barrett Asset Management
New York
– -$90K -2,968 Closed
CRCP
633
Copper Rock Capital Partners
Massachusetts
– -$78K -2,600 Closed
PAS
634
Partnervest Advisory Services
California
– -$69K -2,300 Closed
VAM
635
Visionary Asset Management
Texas
– -$69K -2,274 Closed
TWM
636
Torch Wealth Management
Ohio
– -$41K -1,348 Closed
BOK
637
Bank of Kentucky
Kentucky
– -$30K -1,000 Closed
MIM
638
Macroview Investment Management
Maryland
– -$2K -70 Closed
Walleye Trading
639
Walleye Trading
New York
– -$2.02K -64 Closed
22 23 24 25
26

FISV Hedge Fund Activity: Q3 2014 in Review

607 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2014, worth a combined $13.9B — up 4.8% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FISV positions and 33 closed out — a net gain of 2 holders — while 183 added to existing stakes and 275 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $53.1M. The largest seller was Norges Bank, cutting an estimated $114M.

  • 607 institutional investors held Fiserv Inc (FISV) as of Q3 2014, down from 612 in Q2 2014.
  • Funds reported $13.9B of Fiserv Inc stock for Q3 2014, up 4.8% quarter-over-quarter.
  • 35 funds opened new Fiserv Inc positions in Q3 2014 and 33 closed out, a net change of +2 holders.
  • The largest Fiserv Inc buyer in Q3 2014 was AllianceBernstein, an estimated $53.1M added.
  • The largest Fiserv Inc seller in Q3 2014 was Norges Bank, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2014.