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FISV

Fiserv Inc

748 hedge funds and large institutions have $21.6B invested in Fiserv Inc in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.4B → $21.6B (+$1.22B)

0% more funds holding

Funds holding: 748748 (0)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

2.02% less ownership

Funds ownership: 177.08%175.06% (-2%)

27% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $34.2M

37% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 352

Holders
748
Holders Change
Holders Change %
0%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1%
New
59
Increased
223
Reduced
352
Closed
48
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
626
Baldwin Wealth Partners
Massachusetts
$255K +$25.7K +458 +12%
1SB
627
1ST Source Bank
Indiana
$254K
EGA
628
Eagle Global Advisors
Texas
$254K
LGC
629
Laurel Grove Capital
California
$254K
MCM
630
Manchester Capital Management
Vermont
$254K
YIA
631
YHB Investment Advisors
Connecticut
$254K
SC
632
Savant Capital
Illinois
$247K +$1.12K +20 +0.5%
CAN
633
Cetera Advisor Networks
California
$245K +$4.83K +86 +2%
JAFL
634
Jay A. Fishman Ltd
Michigan
$241K +$7.41K +132 +3%
HCM
635
Hengehold Capital Management
Ohio
$239K
TH
636
Timber Hill
Connecticut
$237K +$231K +4,118 New
MC
637
Moors & Cabot
Massachusetts
$235K
GIM
638
Greenwich Investment Management
Connecticut
$233K
SOADOR
639
State of Alaska Department of Revenue
Alaska
$233K +$228K +4,058 New
SIA
640
Starfire Investment Advisers
Michigan
$232K
FBC
641
Fairfield, Bush & Co
Connecticut
$231K -$5.61K -100 -2%
RC
642
RBF Capital
California
$231K
Jane Street
643
Jane Street
New York
$229K +$223K +3,972 New
AW
644
Alpha Windward
Massachusetts
$227K -$7.18K -128 -3%
Connor, Clark & Lunn Investment Management (CC&L)
645
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$219K -$22.5K -400 -10%
Fuller & Thaler Asset Management
646
Fuller & Thaler Asset Management
California
$219K
ONB
647
Old National Bancorp
Indiana
$214K +$209K +3,720 New
CRCP
648
Copper Rock Capital Partners
Massachusetts
$212K -$186K -3,320 -48%
NL
649
NWAM LLC
Washington
$212K +$206K +3,672 New
HTC
650
Haverford Trust Company
Pennsylvania
$212K +$206K +3,676 New

FISV Hedge Fund Activity: Q1 2017 in Review

748 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2017, worth a combined $21.6B — up 6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FISV positions and 48 closed out — a net gain of 11 holders — while 223 added to existing stakes and 352 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55B. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $21.6B of Fiserv Inc stock for Q1 2017, up 6% quarter-over-quarter.
  • 59 funds opened new Fiserv Inc positions in Q1 2017 and 48 closed out, a net change of +11 holders.
  • The largest Fiserv Inc buyer in Q1 2017 was BlackRock, an estimated $1.55B added.
  • The largest Fiserv Inc seller in Q1 2017 was T. Rowe Price Associates, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2017.