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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
701
Carroll Financial Associates
North Carolina
$26K
ZB
702
Zions Bancorporation
Utah
$25K
GAM
703
Gemmer Asset Management
California
$23K
BWA
704
Burt Wealth Advisors
Maryland
$21K
NCM
705
Nelson Capital Management
California
$21K
WOC
706
West Oak Capital
California
$18.6K +$10.3K +200 +133%
DBT
707
Dubuque Bank & Trust
Iowa
$18K
CG
708
Cutler Group
California
$17K -$183K -3,566 -92%
HWM
709
Holloway Wealth Management
Florida
$16K
TFO
710
Tarbox Family Office
California
$15K
WA
711
WealthTrust-Arizona
Arizona
$15K
AA
712
Apriem Advisors
California
$14K
CHP
713
Cable Hill Partners
Oregon
$13K
EFSCE
714
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
EF
715
Empirical Finance
Pennsylvania
$12K +$11.5K +224 New
EARNEST Partners
716
EARNEST Partners
Georgia
$11K +$10.7K +208 New
BIG
717
Bellwether Investment Group
Tennessee
$11K +$10.9K +212 New
SPIA
718
Steward Partners Investment Advisory
New York
$11K +$10.9K +212 New
WTB
719
Washington Trust Bank
Washington
$9K -$1.13K -22 -12%
PFBT
720
Parkside Financial Bank & Trust
Missouri
$8K
PSC
721
Prentiss Smith & Co
Vermont
$8K
WPA
722
West Paces Advisors
Georgia
$7.97K +$7.71K +150 New
SFS
723
Sowell Financial Services
Arkansas
$7K +$6.27K +122 New
PWM
724
Perigon Wealth Management
California
$7K +$6.37K +124 New
BTIS
725
BB&T Investment Services
North Carolina
$7K +$6.58K +128 New

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.