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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
676
Hennessy Advisors Inc
California
$523K +$489K +5,926 New
ZCA
677
Zeke Capital Advisors
Pennsylvania
$517K -$98.2K -1,190 -17%
GFP
678
Gryphon Financial Partners
Ohio
$516K +$483K +5,848 New
Connor, Clark & Lunn Investment Management (CC&L)
679
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$510K +$112K +1,357 +31%
RGC
680
Roberts, Glore & Co
Illinois
$508K
SRAM
681
Stone Ridge Asset Management
New York
$505K -$215K -2,600 -31%
JMFC
682
J.M. Forbes & Co
Massachusetts
$505K
SSWM
683
Sheets Smith Wealth Management
North Carolina
$491K +$459K +5,560 New
TF
684
TLWM Financial
Texas
$488K -$197K -2,389 -30%
RWA
685
Ropes Wealth Advisors
Massachusetts
$488K -$57.8K -700 -11%
TAM
686
Tocqueville Asset Management
New York
$487K +$208K +2,520 +84%
TIA
687
Tiemann Investment Advisors
California
$486K
CIM
688
Contravisory Investment Management
Massachusetts
$479K -$9.98K -121 -2%
MERSOM
689
Municipal Employees' Retirement System of Michigan
Michigan
$476K -$453K -5,490 -50%
ZB
690
Zions Bancorporation
Utah
$473K +$442K +5,361 New
FHA
691
Flagship Harbor Advisors
Massachusetts
$468K +$71K +861 +19%
FNBOO
692
First National Bank of Omaha
Nebraska
$466K -$61.6K -746 -12%
CTC
693
Central Trust Company
Missouri
$464K -$13.6K -165 -3%
FNBT
694
FineMark National Bank & Trust
Florida
$459K -$792K -9,600 -65%
RJT
695
Raymond James Trust
Florida
$454K +$173K +2,096 +69%
CCP
696
Corient Capital Partners
California
$453K +$22.9K +278 +6%
GCP
697
GSA Capital Partners
United Kingdom
$452K +$422K +5,120 New
EGM
698
Engineers Gate Manager
New York
$450K +$421K +5,100 New
FNBOH
699
First National Bank of Hutchinson
Kansas
$445K -$7.34K -89 -2%
EIP
700
Ellis Investment Partners
Pennsylvania
$444K

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.