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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
626
Ferguson Wellman Capital Management
Oregon
$831K
GCP
627
GSA Capital Partners
United Kingdom
$828K +$347K +3,963 +77%
EGM
628
Engineers Gate Manager
New York
$826K +$346K +3,951 +77%
PGFC
629
Peapack-Gladstone Financial Corp
New Jersey
$822K -$52K -593 -6%
NB
630
NBT Bank
New York
$821K -$6.48K -74 -0.8%
CCA
631
Covey Capital Advisors
Georgia
$820K
RM
632
Resource Management
Louisiana
$813K
BCAM
633
Boston Common Asset Management
Massachusetts
$806K
ECM
634
Everence Capital Management
Indiana
$804K
STMM
635
South Texas Money Management
Texas
$802K -$172K -1,962 -18%
AAM
636
Aureus Asset Management
Massachusetts
$802K
OFS
637
Orrstown Financial Services
Pennsylvania
$797K +$767K +8,748 New
FFA
638
First Foundation Advisors
California
$784K -$272K -3,107 -27%
QIM
639
Quantitative Investment Management
Virginia
$777K +$747K +8,524 New
SIM
640
Sadoff Investment Management
Wisconsin
$772K -$215K -2,458 -22%
Cetera Investment Advisers
641
Cetera Investment Advisers
Illinois
$764K +$30.3K +346 +4%
QI
642
QS Investors
New York
$758K -$105K -1,200 -13%
KWM
643
Kingsview Wealth Management
Oregon
$758K -$2.45K -28 -0.3%
BWM
644
Buckley Wealth Management
Nevada
$748K -$48.2K -550 -6%
KRSITF
645
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$746K +$35K +399 +5%
YIA
646
YHB Investment Advisors
Connecticut
$744K -$178K -2,033 -20%
CCA
647
Checchi Capital Advisers
California
$743K +$29.9K +341 +4%
MML Investors Services
648
MML Investors Services
Massachusetts
$739K +$105K +1,193 +17%
HAM
649
Highstreet Asset Management
Ontario, Canada
$736K -$266K -3,035 -27%
BUB
650
BBVA USA Bancshares
Texas
$733K -$26.3K -300 -4%

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.