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FISV

Fiserv Inc

748 hedge funds and large institutions have $21.6B invested in Fiserv Inc in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.4B → $21.6B (+$1.22B)

0% more funds holding

Funds holding: 748748 (0)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

2.02% less ownership

Funds ownership: 177.08%175.06% (-2%)

27% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $34.2M

37% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 352

Holders
748
Holders Change
Holders Change %
0%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1%
New
59
Increased
223
Reduced
352
Closed
48
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
651
Sandy Spring Bank
Maryland
$210K
TIA
652
Tandem Investment Advisors
South Carolina
$210K +$205K +3,648 New
RG
653
Rathbones Group
United Kingdom
$202K +$196K +3,500 New
ICOA
654
Investment Centers of America
North Dakota
$201K +$196K +3,484 New
PTC
655
Provident Trust Company
Wisconsin
$200K +$195K +3,476 New
BWM
656
Baystate Wealth Management
Massachusetts
$199K -$40.4K -720 -17%
UOTTAIMCU
657
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$184K +$180K +3,200 New
MDCM
658
Morgan Dempsey Capital Management
Wisconsin
$171K +$3.71K +66 +2%
ED
659
Exane Derivatives
France
$164K -$256K -4,562 -62%
NIPH
660
NN Investment Partners Holdings
Netherlands
$158K
FIB
661
First Interstate Bank
Montana
$157K
SEC
662
Seven Eight Capital
New York
$150K +$146K +2,600 New
Bessemer Group
663
Bessemer Group
New Jersey
$148K -$23.7K -422 -14%
WTC
664
WhitTier Trust Company
Nevada
$142K
MSFP
665
Mark Sheptoff Financial Planning
Connecticut
$137K +$112 +2 +0.1%
ASN
666
Advisory Services Network
Georgia
$131K +$128K +2,276 New
Acadian Asset Management
667
Acadian Asset Management
Massachusetts
$128K -$3.71K -66 -3%
BBHC
668
Brown Brothers Harriman & Co
New York
$127K
GWM
669
Geneos Wealth Management
Colorado
$120K -$1.24K -22 -1%
BC
670
Bartlett & Co
Ohio
$115K
WG
671
Welch Group
Alabama
$115K
TSW
672
Thompson Siegel & Walmsley
Virginia
$109K
First Manhattan
673
First Manhattan
New York
$106K +$2.25K +40 +2%
FPA
674
Fieldpoint Private Advisors
New York
$100K -$3.12M -55,584 -97%
CGT
675
Capital Guardian Trust
California
$100K +$33.7K +600 +53%

FISV Hedge Fund Activity: Q1 2017 in Review

748 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2017, worth a combined $21.6B — up 6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FISV positions and 48 closed out — a net gain of 11 holders — while 223 added to existing stakes and 352 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55B. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $21.6B of Fiserv Inc stock for Q1 2017, up 6% quarter-over-quarter.
  • 59 funds opened new Fiserv Inc positions in Q1 2017 and 48 closed out, a net change of +11 holders.
  • The largest Fiserv Inc buyer in Q1 2017 was BlackRock, an estimated $1.55B added.
  • The largest Fiserv Inc seller in Q1 2017 was T. Rowe Price Associates, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2017.