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FISV

Fiserv Inc

683 hedge funds and large institutions have $18B invested in Fiserv Inc in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 293 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

23% more funds holding in top 10

Funds holding in top 10: 3543 (+8)

3% more funds holding

Funds holding: 663683 (+20)

3% more capital invested

Capital invested by funds: $17.5B → $18B (+$528M)

10% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $19.2M

26% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 293

Holders
683
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
19.06%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
1.2%
New
52
Increased
218
Reduced
293
Closed
28
Calls
$17.3M
Puts
$19.2M
Net Calls
-$1.86M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
651
WealthTrust-Arizona
Arizona
$24K -$1.04K -24 -4%
ZB
652
Zions Bancorporation
Utah
$23K +$20.3K +470 New
Manulife (Manufacturers Life Insurance)
653
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.2K +$521K +12,038 +3%
GAM
654
Gemmer Asset Management
California
$19K
QCG
655
Quadrant Capital Group
Ohio
$18K
EWM
656
Evercore Wealth Management
New York
$17K
NCM
657
Nelson Capital Management
California
$17K
QAM
658
QCI Asset Management
New York
$17K
AWS
659
Aris Wealth Services
Pennsylvania
$15K -$1.21M -27,904 -99%
TSW
660
Thompson Siegel & Walmsley
Virginia
$15K
PRS
661
Pinkerton Retirement Specialists
Idaho
$14K
TSU
662
TD Securities (USA)
New York
$12K -$8.29M -191,528 -100%
IWMPD
663
Integrated Wealth Management (Palm Desert)
California
$12K +$9.08K +210 +309%
SI
664
Sentry Investments
Ontario, Canada
$11.1K -$7.61M -176,000 -41%
DA
665
Dunvegan Associates
California
$10K
NSIM
666
North Star Investment Management
Illinois
$10K
EFSCE
667
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$1.3K +30 +15%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$10K +$9.6K +222 New
SIM
669
Sonora Investment Management
Arizona
$10K +$9.86K +228 New
TFO
670
Tarbox Family Office
California
$9K -$173K -4,000 -95%
BCI
671
Brinker Capital Investments
Pennsylvania
$9K -$8.48K -196 -49%
AA
672
Apriem Advisors
California
$9K
BGIM
673
Brandywine Global Investment Management
Pennsylvania
$9K +$865 +20 +11%
ANBT
674
American National Bank & Trust
Texas
$8K
TWA
675
TCI Wealth Advisors
Arizona
$8K

FISV Hedge Fund Activity: Q3 2015 in Review

683 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2015, worth a combined $18B — up 3% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FISV positions and 28 closed out — a net gain of 24 holders — while 218 added to existing stakes and 293 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $120M. The largest seller was Egerton Capital (UK), cutting an estimated $108M.

  • 683 institutional investors held Fiserv Inc (FISV) as of Q3 2015, up from 663 in Q2 2015.
  • Funds reported $18B of Fiserv Inc stock for Q3 2015, up 3% quarter-over-quarter.
  • 52 funds opened new Fiserv Inc positions in Q3 2015 and 28 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q3 2015 was Massachusetts Financial Services, an estimated $120M added.
  • The largest Fiserv Inc seller in Q3 2015 was Egerton Capital (UK), an estimated $108M sold.

Based on aggregated 13F filings for Q3 2015.