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FISV

Fiserv Inc

748 hedge funds and large institutions have $21.6B invested in Fiserv Inc in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.4B → $21.6B (+$1.22B)

0% more funds holding

Funds holding: 748748 (0)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

2.02% less ownership

Funds ownership: 177.08%175.06% (-2%)

27% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $34.2M

37% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 352

Holders
748
Holders Change
Holders Change %
0%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1%
New
59
Increased
223
Reduced
352
Closed
48
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
676
Trust Company of Vermont
Vermont
$98K -$1.01K -18 -1%
GLI
677
Guardian Life Insurance
New York
$96K -$225 -4 -0.2%
PA
678
Parallel Advisors
California
$93K +$32.6K +580 +59%
CFA
679
CT Financial Advisors
Pennsylvania
$92.2K -$26.9K -480 -23%
RI
680
Redwood Investments
Massachusetts
$84K
BCI
681
Brinker Capital Investments
Pennsylvania
$81K
IA
682
IFP Advisors
Florida
$73K -$56.5K -1,006 -44%
FPB
683
First PREMIER Bank
South Dakota
$69K -$78.6K -1,400 -54%
TF
684
Tompkins Financial
New York
$69K +$2.25K +40 +3%
RIM
685
Rampart Investment Management
Connecticut
$69K +$67.6K +1,204 New
CAG
686
Crestwood Advisors Group
Massachusetts
$65K +$61.7K +1,100 New
JFA
687
JNBA Financial Advisors
Minnesota
$64K -$10.4K -186 -14%
IR
688
Invictus RG
Bermuda
$62K -$786 -14 -1%
PFGIA
689
Patriot Financial Group Insurance Agency
Massachusetts
$59K
SBL
690
Sargent Bickham Lagudis
Colorado
$58K
IP
691
Isthmus Partners
Wisconsin
$55K
CIM
692
Contravisory Investment Management
Massachusetts
$54K +$45.9K +818 +730%
ACM
693
Americafirst Capital Management
California
$49K +$47.9K +854 New
QAM
694
QCI Asset Management
New York
$48K -$5.61K -100 -11%
EWM
695
Evercore Wealth Management
New York
$48K -$1.8K -32 -4%
AF
696
Allworth Financial
California
$48K
M
697
MOTCO
Texas
$46K
WOC
698
West Oak Capital
California
$45.7K +$24.8K +442 +126%
VCM
699
Versant Capital Management
Arizona
$44K -$225 -4 -0.5%
CAW
700
Cornerstone Advisors (Washington)
Washington
$43K

FISV Hedge Fund Activity: Q1 2017 in Review

748 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2017, worth a combined $21.6B — up 6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FISV positions and 48 closed out — a net gain of 11 holders — while 223 added to existing stakes and 352 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55B. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $21.6B of Fiserv Inc stock for Q1 2017, up 6% quarter-over-quarter.
  • 59 funds opened new Fiserv Inc positions in Q1 2017 and 48 closed out, a net change of +11 holders.
  • The largest Fiserv Inc buyer in Q1 2017 was BlackRock, an estimated $1.55B added.
  • The largest Fiserv Inc seller in Q1 2017 was T. Rowe Price Associates, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2017.