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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
651
Associated Banc-Corp
Wisconsin
$602K -$182K -2,200 -24%
BFO
652
Boston Family Office
Massachusetts
$597K -$289K -3,500 -34%
PP
653
Prudential plc
United Kingdom
$587K -$500K -6,058 -48%
P
654
Pitcairn
Pennsylvania
$584K -$671K -8,132 -55%
Qube Research & Technologies (QRT)
655
Qube Research & Technologies (QRT)
United Kingdom
$583K +$545K +6,600 New
WB
656
WesBanco Bank
West Virginia
$582K +$21K +254 +4%
CC
657
ClearArc Capital
Ohio
$579K -$23.3K -282 -4%
CII
658
Capital International Inc
California
$572K +$535K +6,480 New
WCM
659
Weatherstone Capital Management
Colorado
$571K +$8.99K +109 +2%
ST
660
Spinnaker Trust
Maine
$569K -$66K -800 -11%
HSA
661
HBK Sorce Advisory
Pennsylvania
$569K +$20.5K +249 +4%
RIM
662
Regent Investment Management
Kentucky
$560K -$95.2K -1,154 -15%
SW
663
SVB Wealth
Massachusetts
$560K -$2.31K -28 -0.4%
OWA
664
Outlook Wealth Advisors
Texas
$558K +$521K +6,317 New
GT
665
Greenleaf Trust
Michigan
$557K -$249K -3,017 -32%
CAN
666
Cetera Advisor Networks
California
$557K
FI
667
FormulaFolio Investments
Michigan
$556K
BFM
668
Boston Financial Management
Massachusetts
$555K +$71.1K +862 +16%
ALAM
669
Asahi Life Asset Management
Japan
$550K +$514K +6,230 New
AA
670
ALPS Advisors
Colorado
$543K +$46K +557 +10%
SWP
671
Stratos Wealth Partners
Ohio
$540K +$16.5K +200 +3%
IRF
672
IBM Retirement Fund
New York
$537K
WA
673
WESPAC Advisors
California
$531K +$235K +2,845 +88%
HB
674
Homrich & Berg
Georgia
$530K -$47.4K -574 -9%
DC
675
Davenport & Co
Virginia
$526K +$31.8K +385 +7%

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.