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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
626
Buckley Wealth Management
Nevada
$773K -$55.3K -670 -7%
KWM
627
Kingsview Wealth Management
Oregon
$737K +$51.5K +624 +8%
BUB
628
BBVA USA Bancshares
Texas
$736K +$17.3K +210 +3%
TRCT
629
Tower Research Capital (TRC)
New York
$730K +$587K +7,115 +618%
PVH
630
Psagot Value Holdings
Israel
$721K -$102K -1,235 -13%
TIM
631
Thompson Investment Management
Wisconsin
$716K +$19.4K +235 +3%
V
632
VeraBank
Texas
$713K
Cetera Investment Advisers
633
Cetera Investment Advisers
Illinois
$711K +$19.9K +241 +3%
HT
634
Heritage Trust
Oklahoma
$706K -$396K -4,800 -38%
SCM
635
Southport Capital Management
Tennessee
$702K -$7.1K -86 -1%
CCA
636
Checchi Capital Advisers
California
$690K -$7.26K -88 -1%
KRSITF
637
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$687K -$8K -97 -1%
SAM
638
Symphony Asset Management
California
$687K +$3.55K +43 +0.6%
CF
639
Copperwynd Financial
Arizona
$667K -$5.12K -62 -0.8%
FCH
640
Freestone Capital Holdings
Washington
$666K -$219K -2,649 -26%
SBIA
641
Sheaff Brock Investment Advisors
Indiana
$664K +$10.3K +125 +2%
PCM
642
Parsons Capital Management
Rhode Island
$657K -$29.4K -356 -5%
GD
643
Grandfield & Dodd
New York
$644K +$20.5K +248 +4%
BRWA
644
B. Riley Wealth Advisors
Florida
$636K -$37K -449 -6%
Assenagon Asset Management
645
Assenagon Asset Management
Luxembourg
$618K -$685K -8,298 -54%
DIM
646
DC Investments Management
Virginia
$615K
WT
647
Washington Trust
Rhode Island
$612K -$7.1K -86 -1%
LCM
648
LVM Capital Management
Michigan
$611K -$13.1K -159 -2%
MML Investors Services
649
MML Investors Services
Massachusetts
$610K +$27.7K +336 +5%
TAM
650
Tiverton Asset Management
Delaware
$603K +$24.7K +299 +5%

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.