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FISV

Fiserv Inc

764 hedge funds and large institutions have $20B invested in Fiserv Inc in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 231 increasing their positions, 372 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

39% more funds holding in top 10

Funds holding in top 10: 3853 (+15)

9% more capital invested

Capital invested by funds: $18.3B → $20B (+$1.66B)

2% more funds holding

Funds holding: 746764 (+18)

18% less call options, than puts

Call options by funds: $39.3M | Put options by funds: $47.7M

38% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 372

Holders
764
Holders Change
+18
Holders Change %
+2.41%
% of All Funds
20.35%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
1.41%
New
64
Increased
231
Reduced
372
Closed
40
Calls
$39.3M
Puts
$47.7M
Net Calls
-$8.44M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
626
Freestone Capital Holdings
Washington
$277K
CCM
627
Cribstone Capital Management
Maine
$277K +$256K +5,408 New
KM
628
Kalos Management
Georgia
$273K
EP
629
Edgestream Partners
New Jersey
$272K -$149K -3,142 -37%
AP
630
Appleton Partners
Massachusetts
$268K +$248K +5,220 New
OWP
631
Obermeyer Wealth Partners
Colorado
$267K
ONB
632
Old National Bancorp
Indiana
$266K
MDCM
633
Morgan Dempsey Capital Management
Wisconsin
$264K -$207K -4,360 -46%
BHWM
634
Bar Harbor Wealth Management
New Hampshire
$264K +$35.9K +758 +17%
TC
635
TradeLink Capital
Illinois
$260K +$240K +5,060 New
MAM
636
Meeder Asset Management
Ohio
$257K +$238K +5,016 New
LGC
637
Laurel Grove Capital
California
$256K
Nomura Holdings
638
Nomura Holdings
Japan
$253K -$142K -2,996 -38%
CCMG
639
Clark Capital Management Group
Pennsylvania
$252K +$14.2K +300 +7%
PAG
640
Private Advisor Group
New Jersey
$250K -$30.9K -652 -10%
FFBTD
641
First Financial Bank - Trust Division
Ohio
$249K
FNBTCON
642
First National Bank & Trust Co of Newtown
Pennsylvania
$242K
PIM
643
Provident Investment Management
Michigan
$242K
MFS
644
MSI Financial Services
Massachusetts
$236K -$29.1K -614 -12%
SCP
645
Syntal Capital Partners
Texas
$235K -$50.1K -1,056 -19%
SC
646
Savant Capital
Illinois
$234K +$2.85K +60 +1%
NIMI
647
Natixis Investment Managers International
France
$230K -$278K -5,858 -57%
CCA
648
Checchi Capital Advisers
California
$227K -$16.2K -342 -7%
1SB
649
1ST Source Bank
Indiana
$226K
EGA
650
Eagle Global Advisors
Texas
$226K

FISV Hedge Fund Activity: Q1 2016 in Review

764 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2016, worth a combined $20B — up 9.1% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FISV positions and 40 closed out — a net gain of 24 holders — while 231 added to existing stakes and 372 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $532M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 764 institutional investors held Fiserv Inc (FISV) as of Q1 2016, up from 746 in Q4 2015.
  • Funds reported $20B of Fiserv Inc stock for Q1 2016, up 9.1% quarter-over-quarter.
  • 64 funds opened new Fiserv Inc positions in Q1 2016 and 40 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q1 2016 was Royal London Asset Management, an estimated $532M added.
  • The largest Fiserv Inc seller in Q1 2016 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q1 2016.