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FISV

Fiserv Inc

752 hedge funds and large institutions have $18.8B invested in Fiserv Inc in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 339 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 773752 (-21)

11% less capital invested

Capital invested by funds: $21.1B → $18.8B (-$2.26B)

16% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 67

32% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 339

44% less funds holding in top 10

Funds holding in top 10: 5229 (-23)

53% less call options, than puts

Call options by funds: $32M | Put options by funds: $68.1M

Holders
752
Holders Change
-21
Holders Change %
-2.72%
% of All Funds
20.06%
Holding in Top 10
29
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-44.23%
% of All Funds
0.77%
New
56
Increased
230
Reduced
339
Closed
67
Calls
$32M
Puts
$68.1M
Net Calls
-$36.1M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
676
Financial Architects (New Jersey)
New Jersey
$127K
TG
677
TLP Group
Illinois
$124K +$131K +2,500 New
WTC
678
WhitTier Trust Company
Nevada
$122K
MSFP
679
Mark Sheptoff Financial Planning
Connecticut
$118K
IA
680
IFP Advisors
Florida
$117K +$42K +800 +51%
BBHC
681
Brown Brothers Harriman & Co
New York
$109K -$26.2K -500 -19%
GWM
682
Geneos Wealth Management
Colorado
$104K +$3.99K +76 +4%
CFA
683
CT Financial Advisors
Pennsylvania
$103K
First Manhattan
684
First Manhattan
New York
$102K -$62.9K -1,200 -37%
BFEC
685
Benjamin F. Edwards & Company
Missouri
$98K
TSW
686
Thompson Siegel & Walmsley
Virginia
$94K +$81.2K +1,548 +445%
TCIM
687
TIAA CREF Investment Management
New York
$86.9K -$16.9M -322,178 -16%
TCOV
688
Trust Company of Vermont
Vermont
$85K +$89.2K +1,700 New
GLI
689
Guardian Life Insurance
New York
$83K
PAM
690
Paradigm Asset Management
New York
$82.7K -$5.25K -100 -6%
BAM
691
Brave Asset Management
New Jersey
$80K
RI
692
Redwood Investments
Massachusetts
$73K -$10.2M -193,958 -99%
BCI
693
Brinker Capital Investments
Pennsylvania
$70K
S
694
SignatureFD
Georgia
$67K -$4.41K -84 -6%
JFA
695
JNBA Financial Advisors
Minnesota
$67K +$2.52K +48 +4%
GS
696
GAM Systematic
United Kingdom
$63K -$101K -1,932 -60%
SAMC
697
Shinko Asset Management Company
Japan
$59K
CGT
698
Capital Guardian Trust
California
$56K
TF
699
Tompkins Financial
New York
$52K
WA
700
WFG Advisors
Texas
$50K -$10.5K -200 -17%

FISV Hedge Fund Activity: Q3 2016 in Review

752 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2016, worth a combined $18.8B — down 11% from $21.1B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of FISV and 56 opened new positions — a net loss of 11 holders — while 339 trimmed existing stakes and 230 added.

The largest buyer was Citadel Advisors, adding an estimated $42.1M. The largest seller was Longview Partners, cutting an estimated $135M.

  • 752 institutional investors held Fiserv Inc (FISV) as of Q3 2016, down from 773 in Q2 2016.
  • Funds reported $18.8B of Fiserv Inc stock for Q3 2016, down 11% quarter-over-quarter.
  • 56 funds opened new Fiserv Inc positions in Q3 2016 and 67 closed out, a net change of -11 holders.
  • The largest Fiserv Inc buyer in Q3 2016 was Citadel Advisors, an estimated $42.1M added.
  • The largest Fiserv Inc seller in Q3 2016 was Longview Partners, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2016.