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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
651
Ellis Investment Partners
Pennsylvania
$365K +$385K +4,980 New
MCM
652
Maryland Capital Management
Maryland
$364K
AF
653
Arrow Financial
New York
$363K
HC
654
Henshaw Capital
Massachusetts
$360K +$90.1K +1,165 +31%
AWM
655
AE Wealth Management
Kansas
$358K -$35.3K -457 -9%
CCP
656
Corient Capital Partners
California
$356K +$375K +4,856 New
CPO
657
Cerity Partners OCIO
New York
$350K +$17.2K +222 +5%
VWM
658
Valley Wealth Managers
New Jersey
$350K +$367K +4,753 New
PJSIMP
659
P.J. Schmidt Investment Management (PJS)
Wisconsin
$347K
FA
660
FDx Advisors
Illinois
$345K -$570K -7,367 -61%
ST
661
Smithfield Trust
Pennsylvania
$340K
Jane Street
662
Jane Street
New York
$339K +$89.1K +1,152 +33%
LOAME
663
Lombard Odier Asset Management (Europe)
United Kingdom
$336K +$353K +4,568 New
NIM
664
NuWave Investment Management
New Jersey
$335K +$345K +4,461 +4,797%
FMT
665
First Mercantile Trust
Tennessee
$331K -$191K -2,472 -35%
CCM
666
Condor Capital Management
New Jersey
$330K
CCG
667
Cypress Capital Group
Florida
$329K -$272K -3,520 -44%
FHA
668
Flagship Harbor Advisors
Massachusetts
$327K -$31.2K -404 -8%
1SB
669
1ST Source Bank
Indiana
$326K
MCM
670
Manchester Capital Management
Vermont
$326K
Connor, Clark & Lunn Investment Management (CC&L)
671
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$325K -$3.16M -40,925 -90%
LBC
672
Lawrence B. Cohen
$324K
AWA
673
AmeriServ Wealth Advisors
Pennsylvania
$323K
BWM
674
Baystate Wealth Management
Massachusetts
$323K
Koshinski Asset Management
675
Koshinski Asset Management
Illinois
$323K

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.