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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
651
Toews Corporation
New Jersey
$393K -$821K -11,300 -68%
AWM
652
AE Wealth Management
Kansas
$391K +$31.3K +431 +9%
TFA
653
Transamerica Financial Advisors
Florida
$390K -$6.83M -94,108 -95%
GT
654
Greenleaf Trust
Michigan
$384K +$275K +3,789 +271%
Bessemer Group
655
Bessemer Group
New Jersey
$381K +$2.9K +40 +0.8%
MCM
656
Maryland Capital Management
Maryland
$377K
DC
657
Davenport & Co
Virginia
$377K +$15.2K +210 +4%
CIBC World Market
658
CIBC World Market
Ontario, Canada
$366K +$5.23K +72 +1%
FHA
659
Flagship Harbor Advisors
Massachusetts
$363K +$35.1K +484 +11%
CPO
660
Cerity Partners OCIO
New York
$357K
AIM
661
Arcadia Investment Management
Michigan
$356K
ACC
662
Accident Compensation Corp
New Zealand
$355K +$36.3K +500 +12%
PJSIMP
663
P.J. Schmidt Investment Management (PJS)
Wisconsin
$350K -$45.7K -630 -12%
Jones Financial Companies
664
Jones Financial Companies
Missouri
$346K -$75.9K -1,045 -18%
ST
665
Smithfield Trust
Pennsylvania
$343K
AWA
666
AmeriServ Wealth Advisors
Pennsylvania
$341K
GCMG
667
Gyroscope Capital Management Group
Florida
$336K +$329K +4,533 New
Wolverine Trading
668
Wolverine Trading
Illinois
$334K
CCM
669
Condor Capital Management
New Jersey
$333K
1SB
670
1ST Source Bank
Indiana
$329K
MCM
671
Manchester Capital Management
Vermont
$326K
KWA
672
KCS Wealth Advisory
California
$325K
Squarepoint
673
Squarepoint
New York
$324K -$11.7M -161,170 -97%
OWP
674
Obermeyer Wealth Partners
Colorado
$319K
BP
675
Ballentine Partners
Massachusetts
$318K -$59K -813 -16%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.