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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
676
Anson Funds Management
Texas
$950K +$1.11M +10,000 New
CTC
677
Central Trust Company
Missouri
$949K +$545K +4,909 +97%
Brown Advisory
678
Brown Advisory
Maryland
$942K +$399K +3,590 +57%
S
679
SimplyRich
California
$939K
BB
680
Bell Bank
North Dakota
$919K +$7.11K +64 +0.7%
GC
681
Grace Capital
Massachusetts
$917K +$462K +4,159 +76%
ORI
682
Oak Ridge Investments
Illinois
$912K -$12.3K -111 -1%
MML Investors Services
683
MML Investors Services
Massachusetts
$906K -$813K -7,319 -43%
MCM
684
Manchester Capital Management
Vermont
$874K
MCA
685
Mercer Capital Advisers
New Jersey
$874K
KCM
686
Kathmere Capital Management
Pennsylvania
$871K
CIA
687
Choate Investment Advisors
Massachusetts
$866K
FWCM
688
Ferguson Wellman Capital Management
Oregon
$866K
KFI
689
Key Financial Inc
Pennsylvania
$864K
CAPTRUST Financial Advisors
690
CAPTRUST Financial Advisors
North Carolina
$864K +$61.1K +550 +6%
QSS
691
Quantitative Systematic Strategies
Florida
$861K +$536K +4,828 +114%
AAM
692
Aureus Asset Management
Massachusetts
$859K
RM
693
Resource Management
Louisiana
$859K +$13.9K +125 +1%
IIC
694
Integrated Investment Consultants
Michigan
$858K -$300K -2,699 -23%
NDSI
695
Newman Dignan & Sheerar Inc
Rhode Island
$857K +$33.3K +300 +3%
YIA
696
YHB Investment Advisors
Connecticut
$848K -$517K -4,654 -34%
SWP
697
Stratos Wealth Partners
Ohio
$840K +$38.3K +345 +4%
SFS
698
Sowell Financial Services
Arkansas
$839K +$474K +4,265 +93%
EMB
699
Elefante Mark B
$837K -$15K -135 -2%
ACM
700
AlphaCrest Capital Management
New York
$837K +$772K +6,951 +374%

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.