We are live on ! Find out more
FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
676
WesBanco Bank
West Virginia
$601K
GD
677
Grandfield & Dodd
New York
$592K -$70.1K -800 -11%
ST
678
Spinnaker Trust
Maine
$588K
PP
679
Prudential plc
United Kingdom
$581K -$23.6K -269 -4%
SW
680
SVB Wealth
Massachusetts
$578K -$263 -3 -0%
RIM
681
Regent Investment Management
Kentucky
$578K
OWA
682
Outlook Wealth Advisors
Texas
$576K
FI
683
FormulaFolio Investments
Michigan
$574K
BFM
684
Boston Financial Management
Massachusetts
$573K
JMFC
685
J.M. Forbes & Co
Massachusetts
$568K +$43.8K +500 +9%
BFO
686
Boston Family Office
Massachusetts
$566K -$48.2K -550 -8%
CCP
687
Corient Capital Partners
California
$565K +$93.2K +1,064 +21%
IRF
688
IBM Retirement Fund
New York
$555K
CAN
689
Cetera Advisor Networks
California
$551K -$22.7K -259 -4%
HB
690
Homrich & Berg
Georgia
$547K
CC
691
ClearArc Capital
Ohio
$534K -$61.5K -702 -11%
ZCA
692
Zeke Capital Advisors
Pennsylvania
$534K
DTL
693
Dynamic Technology Lab
Singapore
$528K +$507K +5,790 New
RGC
694
Roberts, Glore & Co
Illinois
$523K -$1.75K -20 -0.3%
SRAM
695
Stone Ridge Asset Management
New York
$521K
FMBTD
696
First Midwest Bank Trust Division
Illinois
$513K +$493K +5,628 New
ZB
697
Zions Bancorporation
Utah
$510K +$20.2K +231 +4%
FHA
698
Flagship Harbor Advisors
Massachusetts
$506K +$21.9K +250 +5%
FNBOH
699
First National Bank of Hutchinson
Kansas
$503K -$28K -319 -6%
TIA
700
Tiemann Investment Advisors
California
$501K

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.