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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
676
Empirical Wealth Management
Washington
$269K +$265K +4,098 New
WP
677
WealthSource Partners
California
$267K -$58.1K -900 -18%
CAN
678
Claraphi Advisory Network
United States
$267K +$263K +4,078 New
CPH
679
C Partners Holding
Switzerland
$266K +$262K +4,054 New
ABC
680
Associated Banc-Corp
Wisconsin
$265K
GIM
681
Greenwich Investment Management
Connecticut
$265K
SC
682
Savant Capital
Illinois
$263K
LGC
683
Laurel Grove Capital
California
$262K -$25.8K -400 -9%
RC
684
RBF Capital
California
$262K
II
685
Inspire Investing
Idaho
$260K +$256K +3,966 New
EP
686
Edgestream Partners
New Jersey
$256K -$38K -588 -13%
TIA
687
Tandem Investment Advisors
South Carolina
$254K -$15.1K -234 -6%
MC
688
Moors & Cabot
Massachusetts
$252K -$66.5K -1,030 -21%
AW
689
Alpha Windward
Massachusetts
$252K -$517 -8 -0.2%
FFBTD
690
First Financial Bank - Trust Division
Ohio
$250K -$66.5K -1,030 -21%
MHS
691
M Holdings Securities
Oregon
$250K +$246K +3,814 New
PK
692
Pflug Koory
Nebraska
$249K
HC
693
Henshaw Capital
Massachusetts
$245K
MML Investors Services
694
MML Investors Services
Massachusetts
$242K +$11.8K +182 +5%
GWM
695
Geneos Wealth Management
Colorado
$240K +$7.75K +120 +3%
APA
696
American Portfolios Advisors
New York
$239K +$236K +3,652 New
NL
697
NWAM LLC
Washington
$238K -$6.97K -108 -3%
FNT
698
First National Trust
Pennsylvania
$232K -$240K -3,724 -51%
RG
699
Rathbones Group
United Kingdom
$229K
BHWM
700
Bar Harbor Wealth Management
New Hampshire
$228K -$39.3K -608 -15%

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.