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FISV

Fiserv Inc

764 hedge funds and large institutions have $20B invested in Fiserv Inc in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 231 increasing their positions, 372 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

39% more funds holding in top 10

Funds holding in top 10: 3853 (+15)

9% more capital invested

Capital invested by funds: $18.3B → $20B (+$1.66B)

2% more funds holding

Funds holding: 746764 (+18)

18% less call options, than puts

Call options by funds: $39.3M | Put options by funds: $47.7M

38% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 372

Holders
764
Holders Change
+18
Holders Change %
+2.41%
% of All Funds
20.35%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
1.41%
New
64
Increased
231
Reduced
372
Closed
40
Calls
$39.3M
Puts
$47.7M
Net Calls
-$8.44M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
651
Manchester Capital Management
Vermont
$226K
KA
652
Kovack Advisors
Florida
$225K +$208K +4,386 New
SSB
653
Sandy Spring Bank
Maryland
$221K -$49.3K -1,040 -19%
DADC
654
D.A. Davidson & Co
Montana
$217K -$26.1K -550 -11%
SBA
655
Seven Bridges Advisors
New York
$217K +$379 +8 +0.2%
HCM
656
Hengehold Capital Management
Ohio
$216K +$200K +4,210 New
PP
657
Prudential plc
United Kingdom
$215K -$307K -6,484 -61%
JIP
658
Jaffetilchin Investment Partners
Florida
$215K -$169K -3,558 -46%
NPC
659
National Planning Corporation
California
$215K -$27.7K -584 -12%
FBC
660
Fairfield, Bush & Co
Connecticut
$215K +$199K +4,200 New
Toronto Dominion Bank
661
Toronto Dominion Bank
Ontario, Canada
$214K -$501K -10,564 -72%
AW
662
Alpha Windward
Massachusetts
$212K -$12K -254 -6%
I
663
IberiaBank
Louisiana
$211K -$26.6K -560 -12%
EFS
664
Essex Financial Services
Connecticut
$210K +$195K +4,104 New
JAFL
665
Jay A. Fishman Ltd
Michigan
$208K +$192K +4,048 New
TI
666
Turner Investments
Pennsylvania
$207K +$192K +4,040 New
GIM
667
Greenwich Investment Management
Connecticut
$207K +$192K +4,048 New
SIA
668
Starfire Investment Advisers
Michigan
$205K +$190K +4,000 New
RC
669
RBF Capital
California
$205K +$190K +4,000 New
Geode Capital Management
670
Geode Capital Management
Massachusetts
$203K +$35.7K +752 +0%
FAAS
671
First Allied Advisory Services
California
$200K -$48K -1,012 -21%
Kovitz Investment Group Partners
672
Kovitz Investment Group Partners
Illinois
$200K +$185K +3,900 New
GWM
673
Gupta Wealth Management
California
$161K -$19K -400 -11%
FIB
674
First Interstate Bank
Montana
$156K -$52.2K -1,100 -27%
VanEck Associates
675
VanEck Associates
New York
$156K +$20.1K +424 +16%

FISV Hedge Fund Activity: Q1 2016 in Review

764 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2016, worth a combined $20B — up 9.1% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FISV positions and 40 closed out — a net gain of 24 holders — while 231 added to existing stakes and 372 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $532M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 764 institutional investors held Fiserv Inc (FISV) as of Q1 2016, up from 746 in Q4 2015.
  • Funds reported $20B of Fiserv Inc stock for Q1 2016, up 9.1% quarter-over-quarter.
  • 64 funds opened new Fiserv Inc positions in Q1 2016 and 40 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q1 2016 was Royal London Asset Management, an estimated $532M added.
  • The largest Fiserv Inc seller in Q1 2016 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q1 2016.