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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
626
Eagle Asset Management
Florida
$499K -$3.96M -54,477 -89%
DP
627
Dearborn Partners
Illinois
$496K
Nomura Holdings
628
Nomura Holdings
Japan
$495K -$3.34M -46,005 -87%
WB
629
WesBanco Bank
West Virginia
$495K -$7.26K -100 -1%
HSA
630
HBK Sorce Advisory
Pennsylvania
$484K -$7.92K -109 -2%
HB
631
Homrich & Berg
Georgia
$477K -$3.63K -50 -0.8%
BFM
632
Boston Financial Management
Massachusetts
$476K
LS
633
Livforsakringsbolaget Skandia
Sweden
$475K
FI
634
FormulaFolio Investments
Michigan
$467K +$11.5K +158 +3%
JMFC
635
J.M. Forbes & Co
Massachusetts
$463K -$5.08K -70 -1%
TAM
636
Tiverton Asset Management
Delaware
$455K
Jane Street
637
Jane Street
New York
$447K +$438K +6,031 New
FMT
638
First Mercantile Trust
Tennessee
$446K +$24.4K +336 +6%
RGC
639
Roberts, Glore & Co
Illinois
$445K -$3.63K -50 -0.8%
VIA
640
Vident Investment Advisory
Georgia
$442K -$43.1K -593 -9%
RWA
641
Ropes Wealth Advisors
Massachusetts
$437K -$1.74K -24 -0.4%
WCM
642
Weatherstone Capital Management
Colorado
$431K -$22.7K -313 -5%
FNBOH
643
First National Bank of Hutchinson
Kansas
$426K -$84.5K -1,164 -17%
CAN
644
Cetera Advisor Networks
California
$423K
SRAM
645
Stone Ridge Asset Management
New York
$420K
TIA
646
Tiemann Investment Advisors
California
$419K +$14.5K +200 +4%
LBC
647
Lawrence B. Cohen
$417K -$3.63K -50 -0.9%
CTC
648
Central Trust Company
Missouri
$415K -$34.9K -480 -8%
CIM
649
Contravisory Investment Management
Massachusetts
$395K -$7.7K -106 -2%
SWP
650
Stratos Wealth Partners
Ohio
$395K +$35.9K +494 +10%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.