We are live on ! Find out more
FISV

Fiserv Inc

892 hedge funds and large institutions have $29.1B invested in Fiserv Inc in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 276 increasing their positions, 374 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $20.8M

33% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $26.8B → $29.1B (+$2.28B)

6% more funds holding in top 10

Funds holding in top 10: 4851 (+3)

1% more funds holding

Funds holding: 883892 (+9)

1.18% less ownership

Funds ownership: 88.46%87.28% (-1.2%)

26% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 374

Holders
892
Holders Change
+9
Holders Change %
+1.02%
% of All Funds
20.39%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.17%
New
65
Increased
276
Reduced
374
Closed
49
Calls
$29.5M
Puts
$20.8M
Net Calls
+$8.7M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
676
AmeriServ Wealth Advisors
Pennsylvania
$348K
BWP
677
Baldwin Wealth Partners
Massachusetts
$347K +$2.98K +38 +0.9%
JAFL
678
Jay A. Fishman Ltd
Michigan
$344K
GCMG
679
Gyroscope Capital Management Group
Florida
$343K -$23.5K -300 -7%
LFAS
680
Level Four Advisory Services
Texas
$342K -$235 -3 -0.1%
AIM
681
Arcadia Investment Management
Michigan
$338K -$54.9K -700 -15%
SAM
682
Silvercrest Asset Management
New York
$336K +$6.59K +84 +2%
TIA
683
Tandem Investment Advisors
South Carolina
$334K +$8.32K +106 +3%
GIM
684
Greenwich Investment Management
Connecticut
$333K
SC
685
Savant Capital
Illinois
$332K -$13K -166 -4%
EWM
686
Empirical Wealth Management
Washington
$330K -$11.8K -150 -4%
SGCA
687
Steel Grove Capital Advisors
Tennessee
$330K -$6.44K -82 -2%
LGC
688
Laurel Grove Capital
California
$330K
RC
689
RBF Capital
California
$330K
SIA
690
Starfire Investment Advisers
Michigan
$329K
Verition Fund Management
691
Verition Fund Management
Connecticut
$323K -$871K -11,097 -74%
BWM
692
Baystate Wealth Management
Massachusetts
$319K +$47.1K +600 +17%
PK
693
Pflug Koory
Nebraska
$313K -$326K -4,150 -52%
HCM
694
Hengehold Capital Management
Ohio
$310K
DCM
695
Donaldson Capital Management
Indiana
$309K +$294K +3,746 New
HC
696
Henshaw Capital
Massachusetts
$307K
FCI
697
Financial Counselors Inc
Kansas
$305K +$9.42K +120 +3%
MYIA
698
Mount Yale Investment Advisors
Colorado
$302K -$10.3K -131 -3%
LS
699
Livforsakringsbolaget Skandia
Sweden
$297K -$220K -2,800 -44%
GH
700
GAM Holding
Switzerland
$295K +$281K +3,585 New

FISV Hedge Fund Activity: Q3 2018 in Review

892 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2018, worth a combined $29.1B — up 8.5% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FISV positions and 49 closed out — a net gain of 16 holders — while 276 added to existing stakes and 374 trimmed.

The largest buyer was Senator Investment Group, opening a new position worth an estimated $141M. The largest seller was T. Rowe Price Associates, cutting an estimated $462M.

  • 892 institutional investors held Fiserv Inc (FISV) as of Q3 2018, up from 883 in Q2 2018.
  • Funds reported $29.1B of Fiserv Inc stock for Q3 2018, up 8.5% quarter-over-quarter.
  • 65 funds opened new Fiserv Inc positions in Q3 2018 and 49 closed out, a net change of +16 holders.
  • The largest Fiserv Inc buyer in Q3 2018 was Senator Investment Group, an estimated $141M added.
  • The largest Fiserv Inc seller in Q3 2018 was T. Rowe Price Associates, an estimated $462M sold.

Based on aggregated 13F filings for Q3 2018.