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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
626
Eagle Global Advisors
Texas
$234K
LGC
627
Laurel Grove Capital
California
$234K
MCM
628
Manchester Capital Management
Vermont
$234K
WCM
629
Weatherstone Capital Management
Colorado
$232K +$224K +4,360 New
SC
630
Savant Capital
Illinois
$226K
YIA
631
YHB Investment Advisors
Connecticut
$226K
BWM
632
Baystate Wealth Management
Massachusetts
$226K +$213K +4,156 New
FB
633
Fulton Bank
Pennsylvania
$225K -$91.1K -1,774 -30%
Connor, Clark & Lunn Investment Management (CC&L)
634
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$223K +$216K +4,200 New
CAN
635
Cetera Advisor Networks
California
$221K -$199K -3,872 -48%
HCM
636
Hengehold Capital Management
Ohio
$220K
FBC
637
Fairfield, Bush & Co
Connecticut
$218K -$5.14K -100 -2%
AW
638
Alpha Windward
Massachusetts
$216K +$5.45K +106 +3%
JAFL
639
Jay A. Fishman Ltd
Michigan
$215K
GIM
640
Greenwich Investment Management
Connecticut
$215K
MC
641
Moors & Cabot
Massachusetts
$215K
MFS
642
MSI Financial Services
Massachusetts
$214K
CL
643
CPWM LLC
Washington
$214K +$206K +4,018 New
PP
644
Prudential plc
United Kingdom
$213K +$205K +4,000 New
RC
645
RBF Capital
California
$213K +$205K +4,000 New
PCM
646
Pointe Capital Management
Michigan
$213K +$205K +4,000 New
SIA
647
Starfire Investment Advisers
Michigan
$213K +$205K +4,000 New
BWP
648
Baldwin Wealth Partners
Massachusetts
$211K
AI
649
Atria Investments
North Carolina
$209K +$202K +3,932 New
TI
650
Trexquant Investment
Connecticut
$202K -$257K -5,000 -57%

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.