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FISV

Fiserv Inc

759 hedge funds and large institutions have $22.8B invested in Fiserv Inc in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 235 increasing their positions, 336 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $21.6B → $22.8B (+$1.17B)

1% more funds holding

Funds holding: 748759 (+11)

0.5% more ownership

Funds ownership: 175.06%175.56% (+0.5%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

30% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 336

33% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $38.1M

Holders
759
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
18.92%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
54
Increased
235
Reduced
336
Closed
38
Calls
$25.6M
Puts
$38.1M
Net Calls
-$12.5M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
651
Savant Capital
Illinois
$246K -$15.7K -260 -6%
RC
652
RBF Capital
California
$245K
SIA
653
Starfire Investment Advisers
Michigan
$244K
AW
654
Alpha Windward
Massachusetts
$237K -$3.27K -54 -1%
ONB
655
Old National Bancorp
Indiana
$234K +$6.29K +104 +3%
PK
656
Pflug Koory
Nebraska
$232K -$42.3K -700 -16%
Fuller & Thaler Asset Management
657
Fuller & Thaler Asset Management
California
$232K
NL
658
NWAM LLC
Washington
$229K +$4.23K +70 +2%
MC
659
Moors & Cabot
Massachusetts
$225K -$21.2K -350 -9%
GWM
660
Geneos Wealth Management
Colorado
$216K +$87.7K +1,450 +69%
BWM
661
Baystate Wealth Management
Massachusetts
$215K
RG
662
Rathbones Group
United Kingdom
$214K
PTC
663
Provident Trust Company
Wisconsin
$213K
RJT
664
Raymond James Trust
Florida
$213K +$210K +3,478 New
PM
665
Parametrica Management
Hong Kong
$211K +$208K +3,446 New
Connor, Clark & Lunn Investment Management (CC&L)
666
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$208K -$24.2K -400 -11%
SSB
667
Sandy Spring Bank
Maryland
$208K -$15.1K -250 -7%
TNBTD
668
Trustmark National Bank Trust Department
Mississippi
$204K +$201K +3,328 New
AI
669
Atria Investments
North Carolina
$201K +$199K +3,282 New
TU
670
TDAM USA
Ontario, Canada
$201K +$199K +3,294 New
PP
671
Pegasus Partners
Wisconsin
$200K +$198K +3,274 New
NERM
672
New England Research & Management
Illinois
$200K +$198K +3,276 New
SLF
673
Sun Life Financial
Ontario, Canada
$190K +$186K +3,078 +11,838%
MDCM
674
Morgan Dempsey Capital Management
Wisconsin
$177K -$3.99K -66 -2%
FIB
675
First Interstate Bank
Montana
$166K

FISV Hedge Fund Activity: Q2 2017 in Review

759 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2017, worth a combined $22.8B — up 5.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FISV positions and 38 closed out — a net gain of 16 holders — while 235 added to existing stakes and 336 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $165M. The largest seller was Findlay Park Partners, cutting an estimated $90.7M.

  • 759 institutional investors held Fiserv Inc (FISV) as of Q2 2017, up from 748 in Q1 2017.
  • Funds reported $22.8B of Fiserv Inc stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 54 funds opened new Fiserv Inc positions in Q2 2017 and 38 closed out, a net change of +16 holders.
  • The largest Fiserv Inc buyer in Q2 2017 was Janus Henderson Group, an estimated $165M added.
  • The largest Fiserv Inc seller in Q2 2017 was Findlay Park Partners, an estimated $90.7M sold.

Based on aggregated 13F filings for Q2 2017.