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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
676
KCS Wealth Advisory
California
$322K
BP
677
Ballentine Partners
Massachusetts
$320K +$1.78K +23 +0.5%
OWP
678
Obermeyer Wealth Partners
Colorado
$316K
HS
679
HighVista Strategies
Massachusetts
$316K +$332K +4,300 New
FNBTCON
680
First National Bank & Trust Co of Newtown
Pennsylvania
$315K
GCMG
681
Gyroscope Capital Management Group
Florida
$313K +$1.93K +25 +0.6%
KA
682
Kintegral Advisory
New York
$313K +$329K +4,260 New
MYIA
683
Mount Yale Investment Advisors
Colorado
$311K -$9.89K -128 -3%
BWP
684
Baldwin Wealth Partners
Massachusetts
$310K
FSC
685
Full Sail Capital
Oklahoma
$309K +$325K +4,208 New
MIH
686
Meitav Investment House
Israel
$308K -$196K -2,538 -38%
TIA
687
Tandem Investment Advisors
South Carolina
$308K +$10.9K +141 +3%
JAFL
688
Jay A. Fishman Ltd
Michigan
$307K
AIM
689
Arcadia Investment Management
Michigan
$301K
LIM
690
Leavell Investment Management
Alabama
$300K -$32.5K -420 -9%
EAM
691
Eukles Asset Management
Ohio
$297K +$312K +4,039 New
EWM
692
Empirical Wealth Management
Washington
$296K +$1.39K +18 +0.4%
SGCA
693
Steel Grove Capital Advisors
Tennessee
$295K +$309 +4 +0.1%
RC
694
RBF Capital
California
$294K
SIA
695
Starfire Investment Advisers
Michigan
$293K
PIP
696
Peachtree Investment Partners
Florida
$289K +$304K +3,936 New
RIM
697
Rampart Investment Management
Connecticut
$287K -$572K -7,399 -65%
SAM
698
Silvercrest Asset Management
New York
$284K -$16.2K -210 -5%
GIM
699
Greenwich Investment Management
Connecticut
$283K -$15.5K -200 -5%
HAG
700
HighPoint Advisor Group
Illinois
$281K +$12.6K +163 +5%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.