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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JAFL
676
Jay A. Fishman Ltd
Michigan
$298K
BWP
677
Baldwin Wealth Partners
Massachusetts
$298K -$17.6K -250 -6%
EWM
678
Empirical Wealth Management
Washington
$297K +$4.22K +60 +1%
MA
679
MANA Advisors
New York
$293K -$316K -4,492 -52%
HCM
680
Hengehold Capital Management
Ohio
$291K -$1.41K -20 -0.5%
ABC
681
Associated Banc-Corp
Wisconsin
$289K
GIM
682
Greenwich Investment Management
Connecticut
$289K
GCA
683
Gideon Capital Advisors
New York
$288K +$284K +4,033 New
LGC
684
Laurel Grove Capital
California
$285K
RC
685
RBF Capital
California
$285K
SIA
686
Starfire Investment Advisers
Michigan
$285K +$281K +4,000 New
TIA
687
Tandem Investment Advisors
South Carolina
$281K +$5.06K +72 +2%
GWM
688
Geneos Wealth Management
Colorado
$279K +$18.3K +260 +7%
LC
689
LCNB Corp
Ohio
$277K -$98.5K -1,400 -26%
MHS
690
M Holdings Securities
Oregon
$272K
PK
691
Pflug Koory
Nebraska
$271K
SAM
692
Silvercrest Asset Management
New York
$270K -$85.1K -1,210 -24%
AW
693
Alpha Windward
Massachusetts
$269K -$4.36K -62 -2%
FCI
694
Financial Counselors Inc
Kansas
$267K +$264K +3,749 New
HC
695
Henshaw Capital
Massachusetts
$266K
MC
696
Moors & Cabot
Massachusetts
$257K -$16.6K -236 -6%
SBH
697
Segall Bryant & Hamill
Illinois
$256K +$252K +3,586 New
NL
698
NWAM LLC
Washington
$253K -$6.47K -92 -3%
TNBTD
699
Trustmark National Bank Trust Department
Mississippi
$253K +$17.3K +246 +7%
FNT
700
First National Trust
Pennsylvania
$252K

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.