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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
651
Cetera Advisors
Colorado
$1.08M -$4K -36 -0.3%
CBN
652
Cadence Bank NA
Texas
$1.05M -$43.8K -394 -3%
QI
653
QS Investors
New York
$1.05M -$131K -1,180 -10%
NB
654
Nicolet Bankshares
Wisconsin
$1.05M -$69.8K -628 -5%
IC
655
Inscription Capital
Texas
$1.04M +$1.22M +10,971 New
Hudson Bay Capital Management
656
Hudson Bay Capital Management
Connecticut
$1.03M -$5.71M -51,400 -83%
ANTB
657
AMG National Trust Bank
Colorado
$1.03M -$333K -3,000 -22%
PM
658
Penbrook Management
New York
$1.03M -$167K -1,500 -12%
JIC
659
Johnson Investment Counsel
Ohio
$1.03M -$13.4K -121 -1%
HT
660
Heritage Trust
Oklahoma
$1.03M +$466K +4,195 +63%
FMWA
661
Forvis Mazars Wealth Advisors
Missouri
$1.03M +$775K +6,981 +180%
FFN
662
Focus Financial Network
Minnesota
$1.03M +$3.33K +30 +0.3%
PC
663
PA Capital
Virginia
$1.01M +$201K +1,813 +21%
SIM
664
Sonora Investment Management
Arizona
$1.01M +$1.04M +9,396 +778%
PFM
665
Patton Fund Management
Texas
$1.01M -$1.29M -11,572 -52%
CFGS
666
Concourse Financial Group Securities
Alabama
$998K -$312K -2,805 -21%
CBT
667
Central Bank & Trust
Kentucky
$995K -$78.4K -706 -6%
CA
668
Commerzbank Aktiengesellschaft
Germany
$994K -$25.1M -226,192 -96%
IG
669
ING Group
Netherlands
$993K +$1.16M +10,453 New
CPA
670
Court Place Advisors
Maryland
$980K -$11.1K -100 -1%
SSWM
671
Sheets Smith Wealth Management
North Carolina
$976K -$228K -2,050 -17%
WI
672
Wintrust Investments
Illinois
$976K +$197K +1,773 +21%
FP
673
Foundry Partners
Minnesota
$964K +$13.8K +124 +1%
FI
674
FormulaFolio Investments
Michigan
$958K +$396K +3,564 +55%
PBO
675
Peoples Bank (Ohio)
Ohio
$954K -$29.4K -265 -3%

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.