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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
RI
676
Redwood Investments
Massachusetts
$78K
BCI
677
Brinker Capital Investments
Pennsylvania
$74K
JFA
678
JNBA Financial Advisors
Minnesota
$69K -$2.47K -48 -4%
PIA
679
Piedmont Investment Advisors
North Carolina
$65.5K +$62.7K +1,220 +10,167%
TF
680
Tompkins Financial
New York
$62K +$6.16K +120 +12%
CGT
681
Capital Guardian Trust
California
$60K
IR
682
Invictus RG
Bermuda
$58K +$17.1K +332 +44%
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$52.4K +1,020 New
SBL
684
Sargent Bickham Lagudis
Colorado
$53K
WA
685
WFG Advisors
Texas
$53K
AIM
686
Acrospire Investment Management
Illinois
$53K +$41.1K +800 +400%
PA
687
Parallel Advisors
California
$53K +$50.9K +990 New
IP
688
Isthmus Partners
Wisconsin
$51K
GRP
689
Global Retirement Partners
California
$50K +$47.9K +932 New
QAM
690
QCI Asset Management
New York
$49K
HPBT
691
High Point Bank & Trust
North Carolina
$48K
EWM
692
Evercore Wealth Management
New York
$46K +$1.64K +32 +4%
AF
693
Allworth Financial
California
$44K
M
694
MOTCO
Texas
$43K
VCM
695
Versant Capital Management
Arizona
$41K -$3.08K -60 -7%
CAW
696
Cornerstone Advisors (Washington)
Washington
$40K
ADL
697
Asset Dedication LLC
California
$37K
QCG
698
Quadrant Capital Group
Ohio
$33K -$925 -18 -3%
PAM
699
Paradigm Asset Management
New York
$29.9K -$56.5K -1,100 -66%
NSB
700
Norway Savings Bank
Maine
$29K +$28.3K +550 New

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.