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FISV

Fiserv Inc

764 hedge funds and large institutions have $20B invested in Fiserv Inc in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 231 increasing their positions, 372 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

39% more funds holding in top 10

Funds holding in top 10: 3853 (+15)

9% more capital invested

Capital invested by funds: $18.3B → $20B (+$1.66B)

2% more funds holding

Funds holding: 746764 (+18)

18% less call options, than puts

Call options by funds: $39.3M | Put options by funds: $47.7M

38% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 372

Holders
764
Holders Change
+18
Holders Change %
+2.41%
% of All Funds
20.35%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
1.41%
New
64
Increased
231
Reduced
372
Closed
40
Calls
$39.3M
Puts
$47.7M
Net Calls
-$8.44M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
IR
701
Invictus RG
Bermuda
$67K -$155K -3,274 -71%
JFA
702
JNBA Financial Advisors
Minnesota
$67K
S
703
SignatureFD
Georgia
$65K +$28.3K +596 +88%
CGH
704
Cleary Gull Holdings
Wisconsin
$62K
WA
705
WFG Advisors
Texas
$62K
SAMC
706
Shinko Asset Management Company
Japan
$61K -$5.41K -114 -9%
GXMC
707
Global X Management Company
New York
$61K +$49.8K +1,050 +750%
CGT
708
Capital Guardian Trust
California
$58K
QAM
709
QCI Asset Management
New York
$57K +$34K +716 +179%
Royal London Asset Management
710
Royal London Asset Management
United Kingdom
$55K +$532M +11,209,804 +6,900%
AIM
711
Advantage Investment Management
Iowa
$54K +$50.3K +1,060 New
TF
712
Tompkins Financial
New York
$53K
IP
713
Isthmus Partners
Wisconsin
$51K -$2.37K -50 -5%
Bessemer Group
714
Bessemer Group
New Jersey
$48K -$1.62M -34,234 -97%
HPBT
715
High Point Bank & Trust
North Carolina
$46K -$19K -400 -31%
CLOS
716
Compagnie Lombard Odier SCmA
Switzerland
$44K +$40.3K +850 New
VCM
717
Versant Capital Management
Arizona
$43K -$474 -10 -1%
AF
718
Allworth Financial
California
$42K
M
719
MOTCO
Texas
$41K
CAW
720
Cornerstone Advisors (Washington)
Washington
$38K +$6.17K +130 +21%
QCG
721
Quadrant Capital Group
Ohio
$30K
ED
722
Exane Derivatives
France
$25.5K +$14.6K +308 +162%
RWA
723
Ropes Wealth Advisors
Massachusetts
$25K -$70.2K -1,480 -75%
CFA
724
Carroll Financial Associates
North Carolina
$25K
UFA
725
US Financial Advisors
Massachusetts
$25K +$23.1K +488 New

FISV Hedge Fund Activity: Q1 2016 in Review

764 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2016, worth a combined $20B — up 9.1% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FISV positions and 40 closed out — a net gain of 24 holders — while 231 added to existing stakes and 372 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $532M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 764 institutional investors held Fiserv Inc (FISV) as of Q1 2016, up from 746 in Q4 2015.
  • Funds reported $20B of Fiserv Inc stock for Q1 2016, up 9.1% quarter-over-quarter.
  • 64 funds opened new Fiserv Inc positions in Q1 2016 and 40 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q1 2016 was Royal London Asset Management, an estimated $532M added.
  • The largest Fiserv Inc seller in Q1 2016 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q1 2016.