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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
651
Fuller & Thaler Asset Management
California
$202K
SSB
652
Sandy Spring Bank
Maryland
$194K +$20.5K +400 +12%
Bessemer Group
653
Bessemer Group
New Jersey
$158K +$105K +2,042 +217%
MDCM
654
Morgan Dempsey Capital Management
Wisconsin
$154K -$116K -2,252 -44%
AP
655
Advisors Preferred
Maryland
$147K +$142K +2,766 New
NIPH
656
NN Investment Partners Holdings
Netherlands
$146K -$146K -2,850 -51%
FIB
657
First Interstate Bank
Montana
$145K
KT
658
Kanaly Trust
Texas
$140K
FPB
659
First PREMIER Bank
South Dakota
$138K
1832 Asset Management
660
1832 Asset Management
Ontario, Canada
$134K +$128K +2,500 New
WTC
661
WhitTier Trust Company
Nevada
$131K
MSFP
662
Mark Sheptoff Financial Planning
Connecticut
$126K
Acadian Asset Management
663
Acadian Asset Management
Massachusetts
$122K +$114K +2,216 +3,358%
Parallax Volatility Advisers
664
Parallax Volatility Advisers
California
$122K +$118K +2,292 New
IA
665
IFP Advisors
Florida
$120K -$4.62K -90 -4%
BBHC
666
Brown Brothers Harriman & Co
New York
$117K
GWM
667
Geneos Wealth Management
Colorado
$112K +$1.13K +22 +1%
CFA
668
CT Financial Advisors
Pennsylvania
$111K
BC
669
Bartlett & Co
Ohio
$106K -$51.4K -1,000 -33%
WG
670
Welch Group
Alabama
$106K +$103K +2,000 New
BFEC
671
Benjamin F. Edwards & Company
Missouri
$105K
TSW
672
Thompson Siegel & Walmsley
Virginia
$101K
First Manhattan
673
First Manhattan
New York
$95K -$13.8K -268 -13%
TCOV
674
Trust Company of Vermont
Vermont
$91K +$925 +18 +1%
GLI
675
Guardian Life Insurance
New York
$88K

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.