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FISV

Fiserv Inc

683 hedge funds and large institutions have $18B invested in Fiserv Inc in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 293 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

23% more funds holding in top 10

Funds holding in top 10: 3543 (+8)

3% more funds holding

Funds holding: 663683 (+20)

3% more capital invested

Capital invested by funds: $17.5B → $18B (+$528M)

10% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $19.2M

26% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 293

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
19.06%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
1.2%
New
52
Increased
218
Reduced
293
Closed
28
Calls
$17.3M
Puts
$19.2M
Net Calls
-$1.86M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
626
Paradigm Asset Management
New York
$80.5K -$8.65K -200 -10%
RA
627
Rational Advisors
New York
$78K
SC
628
Saturna Capital
Washington
$78K
HPBT
629
High Point Bank & Trust
North Carolina
$74K
IRS
630
Invictus RG (Singapore)
Singapore
$73K -$42.2K -976 -37%
BAM
631
Brave Asset Management
New Jersey
$69K
PFO
632
Pathstone Family Office
New Jersey
$69K
AssetMark Inc
633
AssetMark Inc
California
$67K +$52.9K +1,222 +366%
SAMC
634
Shinko Asset Management Company
Japan
$61K
JFA
635
JNBA Financial Advisors
Minnesota
$56K
WA
636
WFG Advisors
Texas
$52K -$8.65K -200 -14%
CGH
637
Cleary Gull Holdings
Wisconsin
$52K
M
638
MOTCO
Texas
$52K
MWP
639
MYCIO Wealth Partners
Pennsylvania
$52K
IMS
640
Index Management Solutions
Pennsylvania
$50K -$5.02K -116 -9%
CGT
641
Capital Guardian Trust
California
$49K
S
642
SignatureFD
Georgia
$47K +$5.45K +126 +13%
IP
643
Isthmus Partners
Wisconsin
$45K -$2.16K -50 -5%
TF
644
Tompkins Financial
New York
$45K
Simplex Trading
645
Simplex Trading
Illinois
$43K -$769K -17,788 -95%
AF
646
Allworth Financial
California
$36K
OSNBOA
647
Old Second National Bank of Aurora
Illinois
$35K -$8.65K -200 -20%
WA
648
Waverly Advisors
Alabama
$35K +$35.1K +812 New
CAW
649
Cornerstone Advisors (Washington)
Washington
$27K
Twin Tree Management
650
Twin Tree Management
Texas
$25K +$24.5K +566 New

FISV Hedge Fund Activity: Q3 2015 in Review

683 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2015, worth a combined $18B — up 3% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FISV positions and 28 closed out — a net gain of 24 holders — while 218 added to existing stakes and 293 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $120M. The largest seller was Egerton Capital (UK), cutting an estimated $108M.

  • 683 institutional investors held Fiserv Inc (FISV) as of Q3 2015, up from 663 in Q2 2015.
  • Funds reported $18B of Fiserv Inc stock for Q3 2015, up 3% quarter-over-quarter.
  • 52 funds opened new Fiserv Inc positions in Q3 2015 and 28 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q3 2015 was Massachusetts Financial Services, an estimated $120M added.
  • The largest Fiserv Inc seller in Q3 2015 was Egerton Capital (UK), an estimated $108M sold.

Based on aggregated 13F filings for Q3 2015.