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FISV

Fiserv Inc

759 hedge funds and large institutions have $22.8B invested in Fiserv Inc in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 235 increasing their positions, 336 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $21.6B → $22.8B (+$1.17B)

1% more funds holding

Funds holding: 748759 (+11)

0.5% more ownership

Funds ownership: 175.06%175.56% (+0.5%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

30% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 336

33% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $38.1M

Holders
759
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
18.92%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
54
Increased
235
Reduced
336
Closed
38
Calls
$25.6M
Puts
$38.1M
Net Calls
-$12.5M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
676
Trust Company of Vermont
Vermont
$159K +$54.8K +906 +53%
WTC
677
WhitTier Trust Company
Nevada
$150K
MSFP
678
Mark Sheptoff Financial Planning
Connecticut
$145K -$121 -2 -0.1%
BC
679
Bartlett & Co
Ohio
$122K
WG
680
Welch Group
Alabama
$122K
AIM
681
Acrospire Investment Management
Illinois
$122K +$121K +2,000 New
TSW
682
Thompson Siegel & Walmsley
Virginia
$116K
BBHC
683
Brown Brothers Harriman & Co
New York
$113K -$21.5K -356 -16%
CBT
684
Capital Bank & Trust
California
$111K +$110K +1,814 New
First Manhattan
685
First Manhattan
New York
$110K -$2.42K -40 -2%
PA
686
Parallel Advisors
California
$109K +$7.74K +128 +8%
CPIG
687
Chicago Partners Investment Group
Illinois
$104K +$112K +1,848 New
DSN
688
D. Scott Neal
Kentucky
$96K +$95.3K +1,576 New
CG
689
Cutler Group
California
$93K +$72.6K +1,200 +373%
BCI
690
Brinker Capital Investments
Pennsylvania
$86K
IA
691
IFP Advisors
Florida
$79K +$2.06K +34 +3%
CPP
692
Crow Point Partners
Massachusetts
$77K -$206K -3,400 -73%
1832 Asset Management
693
1832 Asset Management
Ontario, Canada
$76K -$351K -5,802 -82%
TF
694
Tompkins Financial
New York
$73K
JFA
695
JNBA Financial Advisors
Minnesota
$68K
EWM
696
Evercore Wealth Management
New York
$64K +$12.3K +204 +24%
PFGIA
697
Patriot Financial Group Insurance Agency
Massachusetts
$63K
SBL
698
Sargent Bickham Lagudis
Colorado
$61K
Simplex Trading
699
Simplex Trading
Illinois
$60K +$60.2K +996 New
GLI
700
Guardian Life Insurance
New York
$59K -$42.1K -696 -42%

FISV Hedge Fund Activity: Q2 2017 in Review

759 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2017, worth a combined $22.8B — up 5.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FISV positions and 38 closed out — a net gain of 16 holders — while 235 added to existing stakes and 336 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $165M. The largest seller was Findlay Park Partners, cutting an estimated $90.7M.

  • 759 institutional investors held Fiserv Inc (FISV) as of Q2 2017, up from 748 in Q1 2017.
  • Funds reported $22.8B of Fiserv Inc stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 54 funds opened new Fiserv Inc positions in Q2 2017 and 38 closed out, a net change of +16 holders.
  • The largest Fiserv Inc buyer in Q2 2017 was Janus Henderson Group, an estimated $165M added.
  • The largest Fiserv Inc seller in Q2 2017 was Findlay Park Partners, an estimated $90.7M sold.

Based on aggregated 13F filings for Q2 2017.