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FISV

Fiserv Inc

759 hedge funds and large institutions have $22.8B invested in Fiserv Inc in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 235 increasing their positions, 336 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $21.6B → $22.8B (+$1.17B)

1% more funds holding

Funds holding: 748759 (+11)

0.5% more ownership

Funds ownership: 175.06%175.56% (+0.5%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

30% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 336

33% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $38.1M

Holders
759
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
18.92%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
54
Increased
235
Reduced
336
Closed
38
Calls
$25.6M
Puts
$38.1M
Net Calls
-$12.5M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBTCON
626
First National Bank & Trust Co of Newtown
Pennsylvania
$289K
CAN
627
Cetera Advisor Networks
California
$289K +$29.9K +494 +12%
ASN
628
Advisory Services Network
Georgia
$287K +$146K +2,418 +106%
YIA
629
YHB Investment Advisors
Connecticut
$285K +$24.2K +400 +9%
SOADOR
630
State of Alaska Department of Revenue
Alaska
$284K +$36.3K +600 +15%
ST
631
Smithfield Trust
Pennsylvania
$282K
AF
632
Arrow Financial
New York
$281K
CIM
633
Contravisory Investment Management
Massachusetts
$281K +$222K +3,664 +394%
BA
634
Bridgewater Associates
Connecticut
$277K +$274K +4,532 New
JIP
635
Jaffetilchin Investment Partners
Florida
$276K +$273K +4,514 New
CCM
636
Condor Capital Management
New Jersey
$275K
TIA
637
Tandem Investment Advisors
South Carolina
$275K +$51.2K +846 +23%
BWP
638
Baldwin Wealth Partners
Massachusetts
$271K
1SB
639
1ST Source Bank
Indiana
$269K
EGA
640
Eagle Global Advisors
Texas
$269K
LGC
641
Laurel Grove Capital
California
$269K
MCM
642
Manchester Capital Management
Vermont
$269K
OWP
643
Obermeyer Wealth Partners
Colorado
$263K +$260K +4,300 New
SNBOSD
644
Security National Bank of So Dak
Iowa
$260K -$10.9K -180 -4%
CCA
645
Checchi Capital Advisers
California
$256K -$34.5K -570 -12%
JAFL
646
Jay A. Fishman Ltd
Michigan
$256K
Bessemer Group
647
Bessemer Group
New Jersey
$255K +$97.1K +1,606 +63%
BHWM
648
Bar Harbor Wealth Management
New Hampshire
$254K -$60.1K -994 -19%
HCM
649
Hengehold Capital Management
Ohio
$254K
GIM
650
Greenwich Investment Management
Connecticut
$247K

FISV Hedge Fund Activity: Q2 2017 in Review

759 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2017, worth a combined $22.8B — up 5.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FISV positions and 38 closed out — a net gain of 16 holders — while 235 added to existing stakes and 336 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $165M. The largest seller was Findlay Park Partners, cutting an estimated $90.7M.

  • 759 institutional investors held Fiserv Inc (FISV) as of Q2 2017, up from 748 in Q1 2017.
  • Funds reported $22.8B of Fiserv Inc stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 54 funds opened new Fiserv Inc positions in Q2 2017 and 38 closed out, a net change of +16 holders.
  • The largest Fiserv Inc buyer in Q2 2017 was Janus Henderson Group, an estimated $165M added.
  • The largest Fiserv Inc seller in Q2 2017 was Findlay Park Partners, an estimated $90.7M sold.

Based on aggregated 13F filings for Q2 2017.