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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
651
Cerity Partners OCIO
New York
$316K
AIM
652
Arcadia Investment Management
Michigan
$315K
AWM
653
AE Wealth Management
Kansas
$311K +$306K +4,740 New
AWA
654
AmeriServ Wealth Advisors
Pennsylvania
$310K +$284K +4,400 New
AF
655
Arrow Financial
New York
$302K
ST
656
Smithfield Trust
Pennsylvania
$302K
TCM
657
Teza Capital Management
Illinois
$301K +$297K +4,596 New
FMT
658
First Mercantile Trust
Tennessee
$297K -$136K -2,108 -32%
CCM
659
Condor Capital Management
New Jersey
$295K
STA
660
Summit Trail Advisors
New York
$292K +$275K +4,252 New
1SB
661
1ST Source Bank
Indiana
$291K +$2.58K +40 +0.9%
BWP
662
Baldwin Wealth Partners
Massachusetts
$290K
CPP
663
Crow Point Partners
Massachusetts
$289K
EGA
664
Eagle Global Advisors
Texas
$289K
MCM
665
Manchester Capital Management
Vermont
$289K
KWA
666
KCS Wealth Advisory
California
$287K +$283K +4,380 New
Federated Hermes
667
Federated Hermes
Pennsylvania
$286K -$312K -4,838 -53%
OWP
668
Obermeyer Wealth Partners
Colorado
$282K
ACC
669
Accident Compensation Corp
New Zealand
$281K -$433K -6,704 -61%
FNBTCON
670
First National Bank & Trust Co of Newtown
Pennsylvania
$281K -$28.4K -440 -9%
YIA
671
YHB Investment Advisors
Connecticut
$279K
JAFL
672
Jay A. Fishman Ltd
Michigan
$274K
VF
673
Virtu Financial
New York
$273K +$269K +4,166 New
SNBOSD
674
Security National Bank of So Dak
Iowa
$270K
HCM
675
Hengehold Capital Management
Ohio
$269K

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.