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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BS
626
Banco Santander
Spain
$1.26M +$1.05M +9,458 +248%
HCM
627
Howland Capital Management
Massachusetts
$1.26M -$133K -1,200 -8%
APG
628
Abacus Planning Group
South Carolina
$1.25M -$59K -531 -4%
EA
629
Emerald Advisers
Pennsylvania
$1.25M +$213K +1,917 +17%
SPIA
630
Steward Partners Investment Advisory
New York
$1.23M -$134K -1,204 -9%
CQS
631
Credential Qtrade Securities
$1.2M -$6.22K -56 -0.4%
PA
632
Paragon Advisors
Texas
$1.2M -$161K -1,453 -10%
TCM
633
Tandem Capital Management
New Jersey
$1.19M +$298K +2,681 +27%
CCA
634
Column Capital Advisors
Indiana
$1.19M +$1.33M +12,009 +2,274%
EOJOAM
635
E. Ohman J:or Asset Management
Sweden
$1.19M -$189K -1,700 -12%
HCMT
636
Highland Capital Management (Tennessee)
Tennessee
$1.17M +$1.37M +12,336 New
PCA
637
Private Capital Advisors
Connecticut
$1.16M
PGAM
638
Princeton Global Asset Management
New Jersey
$1.15M +$105K +945 +8%
FCM
639
Fairbanks Capital Management
California
$1.15M +$522K +4,702 +64%
BOC
640
Barbara Oil Co
Illinois
$1.14M
BSW
641
Buckingham Strategic Wealth
Missouri
$1.14M -$17K -153 -1%
GSBTD
642
Glenview State Bank Trust Department
Illinois
$1.12M
BCM
643
Brown Capital Management
Maryland
$1.11M +$72.8K +655 +6%
ACM
644
Argyle Capital Management
Pennsylvania
$1.1M
LWM
645
Lionsbridge Wealth Management
Florida
$1.1M -$66K -594 -5%
JCM
646
Jacobi Capital Management
Pennsylvania
$1.1M -$12.2K -110 -0.9%
CWM
647
Chesapeake Wealth Management
Virginia
$1.1M -$3.89K -35 -0.3%
IDA
648
Intelligence Driven Advisers
California
$1.09M -$24.8K -223 -2%
AWM
649
Argent Wealth Management
Massachusetts
$1.09M -$223K -2,008 -15%
TIA
650
Tandem Investment Advisors
South Carolina
$1.08M +$820K +7,386 +183%

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.