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FISV

Fiserv Inc

743 hedge funds and large institutions have $24B invested in Fiserv Inc in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 234 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

5% more capital invested

Capital invested by funds: $22.8B → $24B (+$1.21B)

1.56% more ownership

Funds ownership: 175.56%177.12% (+1.6%)

2% less funds holding

Funds holding: 759743 (-16)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.1M

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 314

Holders
743
Holders Change
-16
Holders Change %
-2.11%
% of All Funds
18.52%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
45
Increased
234
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
676
Salem Investment Counselors
North Carolina
$85K +$78.7K +1,266 +1,978%
1832 Asset Management
677
1832 Asset Management
Ontario, Canada
$80K
TF
678
Tompkins Financial
New York
$77K
SQA
679
Simon Quick Advisors
New Jersey
$77K +$74.6K +1,200 New
IA
680
IFP Advisors
Florida
$75K -$7.58K -122 -9%
JFA
681
JNBA Financial Advisors
Minnesota
$72K
EWM
682
Evercore Wealth Management
New York
$67K
GT
683
Greenleaf Trust
Michigan
$66K +$63.7K +1,026 New
PFGIA
684
Patriot Financial Group Insurance Agency
Massachusetts
$65K
SIAS
685
Shine Investment Advisory Services
Colorado
$65K +$6.21K +100 +11%
SBL
686
Sargent Bickham Lagudis
Colorado
$64K
TRCT
687
Tower Research Capital (TRC)
New York
$64K +$61.8K +994 New
GLI
688
Guardian Life Insurance
New York
$62K
IP
689
Isthmus Partners
Wisconsin
$62K
HL
690
Harding Loevner
New Jersey
$58K
EAM
691
Exane Asset Management
France
$53.4K +$51.4K +828 New
AF
692
Allworth Financial
California
$53K
QAM
693
QCI Asset Management
New York
$53K
CAW
694
Cornerstone Advisors (Washington)
Washington
$48K
QCG
695
Quadrant Capital Group
Ohio
$48K +$5.96K +96 +13%
VCM
696
Versant Capital Management
Arizona
$47K
ADL
697
Asset Dedication LLC
California
$45K
CG
698
Cutler Group
California
$44K -$51.7K -832 -55%
FMA
699
FNY Managed Accounts
New York
$42K +$41.3K +664 New
SFSIG
700
San Francisco Sentry Investment Group
California
$41K

FISV Hedge Fund Activity: Q3 2017 in Review

743 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2017, worth a combined $24B — up 5.3% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FISV and 45 opened new positions — a net loss of 7 holders — while 314 trimmed existing stakes and 234 added.

The largest buyer was Longview Partners, adding an estimated $127M. The largest seller was Ninety One (UK), exiting entirely with an estimated $104M sold.

  • 743 institutional investors held Fiserv Inc (FISV) as of Q3 2017, down from 759 in Q2 2017.
  • Funds reported $24B of Fiserv Inc stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 45 funds opened new Fiserv Inc positions in Q3 2017 and 52 closed out, a net change of -7 holders.
  • The largest Fiserv Inc buyer in Q3 2017 was Longview Partners, an estimated $127M added.
  • The largest Fiserv Inc seller in Q3 2017 was Ninety One (UK), an estimated $104M sold.

Based on aggregated 13F filings for Q3 2017.