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FISV

Fiserv Inc

743 hedge funds and large institutions have $24B invested in Fiserv Inc in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 234 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

5% more capital invested

Capital invested by funds: $22.8B → $24B (+$1.21B)

1.56% more ownership

Funds ownership: 175.56%177.12% (+1.6%)

2% less funds holding

Funds holding: 759743 (-16)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.1M

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 314

Holders
743
Holders Change
-16
Holders Change %
-2.11%
% of All Funds
18.52%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
45
Increased
234
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JAFL
626
Jay A. Fishman Ltd
Michigan
$270K
TIA
627
Tandem Investment Advisors
South Carolina
$265K -$24.1K -388 -9%
SNBOSD
628
Security National Bank of So Dak
Iowa
$265K -$8.7K -140 -3%
BHWM
629
Bar Harbor Wealth Management
New Hampshire
$264K -$3.11K -50 -1%
HCM
630
Hengehold Capital Management
Ohio
$264K -$2.73K -44 -1%
GIM
631
Greenwich Investment Management
Connecticut
$261K
ABC
632
Associated Banc-Corp
Wisconsin
$261K +$251K +4,048 New
TMAM
633
Tokio Marine Asset Management
Japan
$260K -$72.8K -1,172 -23%
SC
634
Savant Capital
Illinois
$259K
RC
635
RBF Capital
California
$258K
SIA
636
Starfire Investment Advisers
Michigan
$257K
TSS
637
Two Sigma Securities
New York
$256K +$246K +3,964 New
AW
638
Alpha Windward
Massachusetts
$248K -$1.74K -28 -0.7%
PK
639
Pflug Koory
Nebraska
$245K
EGM
640
Engineers Gate Manager
New York
$243K -$500K -8,044 -68%
NL
641
NWAM LLC
Washington
$241K
HC
642
Henshaw Capital
Massachusetts
$241K +$232K +3,730 New
PP
643
Pegasus Partners
Wisconsin
$240K +$27.6K +444 +14%
GWM
644
Geneos Wealth Management
Colorado
$228K
MML Investors Services
645
MML Investors Services
Massachusetts
$226K -$93.3K -1,502 -30%
RG
646
Rathbones Group
United Kingdom
$226K
RJT
647
Raymond James Trust
Florida
$224K -$124 -2 -0.1%
PTC
648
Provident Trust Company
Wisconsin
$224K
BWM
649
Baystate Wealth Management
Massachusetts
$219K
AI
650
Atria Investments
North Carolina
$213K +$1.24K +20 +0.6%

FISV Hedge Fund Activity: Q3 2017 in Review

743 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2017, worth a combined $24B — up 5.3% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FISV and 45 opened new positions — a net loss of 7 holders — while 314 trimmed existing stakes and 234 added.

The largest buyer was Longview Partners, adding an estimated $127M. The largest seller was Ninety One (UK), exiting entirely with an estimated $104M sold.

  • 743 institutional investors held Fiserv Inc (FISV) as of Q3 2017, down from 759 in Q2 2017.
  • Funds reported $24B of Fiserv Inc stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 45 funds opened new Fiserv Inc positions in Q3 2017 and 52 closed out, a net change of -7 holders.
  • The largest Fiserv Inc buyer in Q3 2017 was Longview Partners, an estimated $127M added.
  • The largest Fiserv Inc seller in Q3 2017 was Ninety One (UK), an estimated $104M sold.

Based on aggregated 13F filings for Q3 2017.