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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
651
CIBC World Market
Ontario, Canada
$347K +$342K +4,863 New
AWM
652
AE Wealth Management
Kansas
$346K +$7.59K +108 +2%
SWP
653
Stratos Wealth Partners
Ohio
$345K -$12.5K -178 -4%
CPO
654
Cerity Partners OCIO
New York
$343K
AIM
655
Arcadia Investment Management
Michigan
$342K
AAM
656
Advisors Asset Management
Colorado
$336K -$369K -5,251 -69%
Wolverine Trading
657
Wolverine Trading
Illinois
$334K -$1.21M -17,218 -79%
Fisher Asset Management
658
Fisher Asset Management
Washington
$334K +$329K +4,685 New
ST
659
Smithfield Trust
Pennsylvania
$330K +$1.69K +24 +0.5%
VI
660
Versor Investments
New York
$328K +$323K +4,600 New
II
661
Inspire Investing
Idaho
$322K +$38.5K +547 +14%
CCM
662
Condor Capital Management
New Jersey
$320K
1SB
663
1ST Source Bank
Indiana
$317K
AWA
664
AmeriServ Wealth Advisors
Pennsylvania
$314K
MCM
665
Manchester Capital Management
Vermont
$314K
KWA
666
KCS Wealth Advisory
California
$312K
FHA
667
Flagship Harbor Advisors
Massachusetts
$311K -$30.6K -435 -9%
TG
668
TLP Group
Illinois
$309K +$79.5K +1,130 +35%
OWP
669
Obermeyer Wealth Partners
Colorado
$307K
ACC
670
Accident Compensation Corp
New Zealand
$306K
AT
671
Argent Trust
Texas
$305K -$66.7K -948 -18%
AF
672
Arrow Financial
New York
$305K -$22.5K -320 -7%
FNBTCON
673
First National Bank & Trust Co of Newtown
Pennsylvania
$305K
RWP
674
RWA Wealth Partners
Massachusetts
$304K -$327K -4,656 -52%
SC
675
Savant Capital
Illinois
$301K +$14.3K +204 +5%

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.