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FISV

Fiserv Inc

746 hedge funds and large institutions have $18.3B invested in Fiserv Inc in 2015 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 245 increasing their positions, 297 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 32

9% more funds holding

Funds holding: 683746 (+63)

1% more capital invested

Capital invested by funds: $18B → $18.3B (+$263M)

12% less funds holding in top 10

Funds holding in top 10: 4338 (-5)

16% less call options, than puts

Call options by funds: $9.51M | Put options by funds: $11.4M

18% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 297

Holders
746
Holders Change
+63
Holders Change %
+9.22%
% of All Funds
19.56%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
1%
New
103
Increased
245
Reduced
297
Closed
32
Calls
$9.51M
Puts
$11.4M
Net Calls
-$1.85M
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
676
FineMark National Bank & Trust
Florida
$127K -$28.3K -602 -18%
ST
677
Smithfield Trust
Pennsylvania
$124K
BBHC
678
Brown Brothers Harriman & Co
New York
$123K -$2.44K -52 -2%
WT
679
Whittier Trust
California
$123K +$13.2K +282 +12%
VanEck Associates
680
VanEck Associates
New York
$120K +$123K +2,620 New
CG
681
Cutler Group
California
$120K +$123K +2,626 New
KT
682
Kanaly Trust
Texas
$119K -$94 -2 -0.1%
FPB
683
First PREMIER Bank
South Dakota
$119K +$122K +2,600 New
WTC
684
WhitTier Trust Company
Nevada
$112K
MSFP
685
Mark Sheptoff Financial Planning
Connecticut
$109K +$112K +2,376 New
GLI
686
Guardian Life Insurance
New York
$99K -$27.3K -582 -21%
CFA
687
CT Financial Advisors
Pennsylvania
$95.1K
RWA
688
Ropes Wealth Advisors
Massachusetts
$90K +$92.5K +1,970 New
SC
689
Saturna Capital
Washington
$82K
BAM
690
Brave Asset Management
New Jersey
$73K
BCI
691
Brinker Capital Investments
Pennsylvania
$73K +$65.7K +1,400 +686%
IA
692
IFP Advisors
Florida
$68K +$70.1K +1,492 New
PAM
693
Paradigm Asset Management
New York
$66.8K -$18.8K -400 -22%
SAMC
694
Shinko Asset Management Company
Japan
$60K -$4.6K -98 -7%
HPBT
695
High Point Bank & Trust
North Carolina
$59K -$18.8K -400 -24%
JFA
696
JNBA Financial Advisors
Minnesota
$59K
CGH
697
Cleary Gull Holdings
Wisconsin
$55K
WA
698
WFG Advisors
Texas
$55K
CGT
699
Capital Guardian Trust
California
$52K
TF
700
Tompkins Financial
New York
$48K

FISV Hedge Fund Activity: Q4 2015 in Review

746 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2015, worth a combined $18.3B — up 1.5% from $18B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new FISV positions and 32 closed out — a net gain of 71 holders — while 245 added to existing stakes and 297 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $47M. The largest seller was T. Rowe Price Associates, cutting an estimated $536M.

  • 746 institutional investors held Fiserv Inc (FISV) as of Q4 2015, up from 683 in Q3 2015.
  • Funds reported $18.3B of Fiserv Inc stock for Q4 2015, up 1.5% quarter-over-quarter.
  • 103 funds opened new Fiserv Inc positions in Q4 2015 and 32 closed out, a net change of +71 holders.
  • The largest Fiserv Inc buyer in Q4 2015 was Goldman Sachs, an estimated $47M added.
  • The largest Fiserv Inc seller in Q4 2015 was T. Rowe Price Associates, an estimated $536M sold.

Based on aggregated 13F filings for Q4 2015.