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FISV

Fiserv Inc

743 hedge funds and large institutions have $24B invested in Fiserv Inc in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 234 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

5% more capital invested

Capital invested by funds: $22.8B → $24B (+$1.21B)

1.56% more ownership

Funds ownership: 175.56%177.12% (+1.6%)

2% less funds holding

Funds holding: 759743 (-16)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.1M

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 314

Holders
743
Holders Change
-16
Holders Change %
-2.11%
% of All Funds
18.52%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
45
Increased
234
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TU
651
TDAM USA
Ontario, Canada
$212K
NERM
652
New England Research & Management
Illinois
$211K
JIP
653
Jaffetilchin Investment Partners
Florida
$209K -$79.3K -1,276 -28%
EDRH
654
Edmond de Rothschild Holding
Switzerland
$206K +$198K +3,192 New
PCMC
655
Paragon Capital Management (Colorado)
Colorado
$206K +$199K +3,200 New
CT
656
Coastline Trust
Rhode Island
$202K +$195K +3,140 New
SLF
657
Sun Life Financial
Ontario, Canada
$199K -$870 -14 -0.5%
SSB
658
Sandy Spring Bank
Maryland
$187K -$31.1K -500 -15%
Fuller & Thaler Asset Management
659
Fuller & Thaler Asset Management
California
$181K -$62.1K -1,000 -26%
FIB
660
First Interstate Bank
Montana
$175K
TCOV
661
Trust Company of Vermont
Vermont
$168K
GS
662
GAM Systematic
United Kingdom
$164K +$158K +2,538 New
WTC
663
WhitTier Trust Company
Nevada
$160K +$1.86K +30 +1%
IWM
664
IHT Wealth Management
Illinois
$159K
MSFP
665
Mark Sheptoff Financial Planning
Connecticut
$153K
MDCM
666
Morgan Dempsey Capital Management
Wisconsin
$141K -$44K -708 -24%
BC
667
Bartlett & Co
Ohio
$129K
WG
668
Welch Group
Alabama
$129K
TSW
669
Thompson Siegel & Walmsley
Virginia
$122K
BBHC
670
Brown Brothers Harriman & Co
New York
$119K
First Manhattan
671
First Manhattan
New York
$116K
CBT
672
Capital Bank & Trust
California
$112K -$5.22K -84 -5%
DBT
673
Dubuque Bank & Trust
Iowa
$98K +$73.1K +1,176 +338%
PA
674
Parallel Advisors
California
$90K -$17.9K -288 -17%
BCI
675
Brinker Capital Investments
Pennsylvania
$90K

FISV Hedge Fund Activity: Q3 2017 in Review

743 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2017, worth a combined $24B — up 5.3% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FISV and 45 opened new positions — a net loss of 7 holders — while 314 trimmed existing stakes and 234 added.

The largest buyer was Longview Partners, adding an estimated $127M. The largest seller was Ninety One (UK), exiting entirely with an estimated $104M sold.

  • 743 institutional investors held Fiserv Inc (FISV) as of Q3 2017, down from 759 in Q2 2017.
  • Funds reported $24B of Fiserv Inc stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 45 funds opened new Fiserv Inc positions in Q3 2017 and 52 closed out, a net change of -7 holders.
  • The largest Fiserv Inc buyer in Q3 2017 was Longview Partners, an estimated $127M added.
  • The largest Fiserv Inc seller in Q3 2017 was Ninety One (UK), an estimated $104M sold.

Based on aggregated 13F filings for Q3 2017.