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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
676
Arrow Financial
New York
$317K
FNBTCON
677
First National Bank & Trust Co of Newtown
Pennsylvania
$317K
SC
678
Savant Capital
Illinois
$311K -$1.31K -18 -0.4%
BWP
679
Baldwin Wealth Partners
Massachusetts
$310K
JAFL
680
Jay A. Fishman Ltd
Michigan
$310K
EWM
681
Empirical Wealth Management
Washington
$308K
LFAS
682
Level Four Advisory Services
Texas
$308K +$301K +4,151 New
SGCA
683
Steel Grove Capital Advisors
Tennessee
$303K -$435K -5,987 -59%
GIM
684
Greenwich Investment Management
Connecticut
$300K
LGC
685
Laurel Grove Capital
California
$296K
RC
686
RBF Capital
California
$296K
SIA
687
Starfire Investment Advisers
Michigan
$296K
SAM
688
Silvercrest Asset Management
New York
$296K +$15.2K +210 +6%
CC
689
Cognios Capital
Kansas
$294K -$911K -12,542 -76%
MML Investors Services
690
MML Investors Services
Massachusetts
$294K +$46.8K +644 +19%
CBNLCF
691
Cognios Beta Neutral Large Cap Fund
Kansas
$294K +$289K +3,979 New
TIA
692
Tandem Investment Advisors
South Carolina
$293K +$290 +4 +0.1%
MYIA
693
Mount Yale Investment Advisors
Colorado
$292K +$275K +3,782 +2,424%
MHS
694
M Holdings Securities
Oregon
$283K +$145 +2 +0.1%
Federated Hermes
695
Federated Hermes
Pennsylvania
$282K -$268K -3,696 -49%
HCM
696
Hengehold Capital Management
Ohio
$279K -$22.9K -316 -8%
HC
697
Henshaw Capital
Massachusetts
$276K
AW
698
Alpha Windward
Massachusetts
$273K -$7.04K -97 -3%
BWM
699
Baystate Wealth Management
Massachusetts
$271K
TSS
700
Two Sigma Securities
New York
$270K +$265K +3,643 New

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.