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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
626
Ropes Wealth Advisors
Massachusetts
$457K +$63.8K +825 +15%
EP
627
Edgestream Partners
New Jersey
$457K +$481K +6,223 New
HSA
628
HBK Sorce Advisory
Pennsylvania
$455K -$15K -194 -3%
IRF
629
IBM Retirement Fund
New York
$447K -$42.8K -554 -8%
FNBOO
630
First National Bank of Omaha
Nebraska
$443K -$4.69M -60,647 -91%
SWP
631
Stratos Wealth Partners
Ohio
$435K +$34.3K +444 +8%
Bessemer Group
632
Bessemer Group
New Jersey
$431K +$50.2K +650 +12%
MF
633
Magnetar Financial
Illinois
$426K +$448K +5,801 New
RGC
634
Roberts, Glore & Co
Illinois
$423K -$18.6K -240 -4%
JMFC
635
J.M. Forbes & Co
Massachusetts
$420K
Citadel Advisors
636
Citadel Advisors
Florida
$420K +$442K +5,715 New
AA
637
ALPS Advisors
Colorado
$411K -$61.8K -800 -13%
DC
638
Davenport & Co
Virginia
$410K +$87.4K +1,130 +25%
CIM
639
Contravisory Investment Management
Massachusetts
$408K +$19.2K +248 +5%
MC
640
Machina Capital
France
$406K +$427K +5,528 New
TIA
641
Tiemann Investment Advisors
California
$404K
SC
642
Scotia Capital
Ontario, Canada
$402K -$17.8K -230 -4%
RMDI
643
R.M. Davis Inc
Maine
$401K +$422K +5,459 New
CTC
644
Central Trust Company
Missouri
$399K
BFM
645
Boston Financial Management
Massachusetts
$398K -$170K -2,200 -29%
FNBOH
646
First National Bank of Hutchinson
Kansas
$383K -$2.32K -30 -0.6%
SS
647
Simplicity Solutions
Minnesota
$373K +$393K +5,083 New
VIA
648
Vident Investment Advisory
Georgia
$371K -$31.4K -406 -7%
S
649
Seeyond
France
$368K +$387K +5,004 New
OAMU
650
Ostrum Asset Management US
New York
$368K +$387K +5,011 New

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.