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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
626
Livforsakringsbolaget Skandia
Sweden
$457K
JMFC
627
J.M. Forbes & Co
Massachusetts
$451K
Susquehanna International Group
628
Susquehanna International Group
Pennsylvania
$439K +$432K +6,150 New
TAM
629
Tiverton Asset Management
Delaware
$438K -$20.5K -292 -5%
FI
630
FormulaFolio Investments
Michigan
$438K
WCM
631
Weatherstone Capital Management
Colorado
$437K +$38.7K +551 +10%
CTC
632
Central Trust Company
Missouri
$433K -$13.5K -192 -3%
RGC
633
Roberts, Glore & Co
Illinois
$431K -$7.03K -100 -2%
BFO
634
Biltmore Family Office
North Carolina
$428K +$204K +2,900 +94%
RWA
635
Ropes Wealth Advisors
Massachusetts
$422K -$26.6K -378 -6%
CA
636
Calton & Associates
Florida
$416K -$20.3K -289 -5%
CAN
637
Cetera Advisor Networks
California
$410K +$3.23K +46 +0.8%
Jones Financial Companies
638
Jones Financial Companies
Missouri
$407K -$145K -2,066 -27%
FMT
639
First Mercantile Trust
Tennessee
$406K +$81.3K +1,156 +26%
LBC
640
Lawrence B. Cohen
$405K -$114K -1,620 -22%
SRAM
641
Stone Ridge Asset Management
New York
$405K
TIA
642
Tiemann Investment Advisors
California
$389K -$35.2K -500 -8%
CIM
643
Contravisory Investment Management
Massachusetts
$388K +$26.4K +376 +7%
APA
644
American Portfolios Advisors
New York
$385K +$123K +1,744 +48%
PJSIMP
645
P.J. Schmidt Investment Management (PJS)
Wisconsin
$382K +$9.14K +130 +2%
Bessemer Group
646
Bessemer Group
New Jersey
$364K
BP
647
Ballentine Partners
Massachusetts
$363K -$5.63K -80 -2%
MCM
648
Maryland Capital Management
Maryland
$363K +$9.42K +134 +3%
Connor, Clark & Lunn Investment Management (CC&L)
649
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$355K -$350K -4,975 -50%
DC
650
Davenport & Co
Virginia
$348K -$93.5K -1,330 -21%

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.