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FISV

Fiserv Inc

764 hedge funds and large institutions have $20B invested in Fiserv Inc in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 231 increasing their positions, 372 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

39% more funds holding in top 10

Funds holding in top 10: 3853 (+15)

9% more capital invested

Capital invested by funds: $18.3B → $20B (+$1.66B)

2% more funds holding

Funds holding: 746764 (+18)

18% less call options, than puts

Call options by funds: $39.3M | Put options by funds: $47.7M

38% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 372

Holders
764
Holders Change
+18
Holders Change %
+2.41%
% of All Funds
20.35%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
1.41%
New
64
Increased
231
Reduced
372
Closed
40
Calls
$39.3M
Puts
$47.7M
Net Calls
-$8.44M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
676
Bartlett & Co
Ohio
$154K
First Manhattan
677
First Manhattan
New York
$153K -$133K -2,800 -48%
PAM
678
PartnerRe Asset Management
Connecticut
$151K -$9.48K -200 -6%
PAIA
679
Park Avenue Institutional Advisers
New York
$148K -$3.89K -82 -3%
Fuller & Thaler Asset Management
680
Fuller & Thaler Asset Management
California
$144K -$171K -3,600 -56%
NIPH
681
NN Investment Partners Holdings
Netherlands
$141K +$130K +2,742 New
MAM
682
Mizuho Asset Management
Japan
$139K -$144K -3,030 -46%
ST
683
Smithfield Trust
Pennsylvania
$139K
BBHC
684
Brown Brothers Harriman & Co
New York
$138K
CF
685
CenterStar Fund
Illinois
$138K
KT
686
Kanaly Trust
Texas
$136K +$1.61K +34 +1%
FPB
687
First PREMIER Bank
South Dakota
$133K
WTC
688
WhitTier Trust Company
Nevada
$126K
MSFP
689
Mark Sheptoff Financial Planning
Connecticut
$122K
FNBT
690
FineMark National Bank & Trust
Florida
$121K -$20.3K -428 -15%
CFA
691
CT Financial Advisors
Pennsylvania
$107K
PHK
692
Point72 Hong Kong
Hong Kong
$104K +$94.8K +2,000 +11,111%
WG
693
Welch Group
Alabama
$103K +$94.8K +2,000 New
BFEC
694
Benjamin F. Edwards & Company
Missouri
$101K -$140K -2,958 -60%
Twin Tree Management
695
Twin Tree Management
Texas
$91K -$553K -11,672 -87%
GLI
696
Guardian Life Insurance
New York
$87K -$22.7K -478 -22%
BAM
697
Brave Asset Management
New Jersey
$82K
PAM
698
Paradigm Asset Management
New York
$80.1K +$4.84K +102 +7%
BCI
699
Brinker Capital Investments
Pennsylvania
$72K -$9.67K -204 -13%
EWM
700
Evercore Wealth Management
New York
$70K +$23.7K +500 +59%

FISV Hedge Fund Activity: Q1 2016 in Review

764 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2016, worth a combined $20B — up 9.1% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FISV positions and 40 closed out — a net gain of 24 holders — while 231 added to existing stakes and 372 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $532M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 764 institutional investors held Fiserv Inc (FISV) as of Q1 2016, up from 746 in Q4 2015.
  • Funds reported $20B of Fiserv Inc stock for Q1 2016, up 9.1% quarter-over-quarter.
  • 64 funds opened new Fiserv Inc positions in Q1 2016 and 40 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q1 2016 was Royal London Asset Management, an estimated $532M added.
  • The largest Fiserv Inc seller in Q1 2016 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q1 2016.