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FISV

Fiserv Inc

748 hedge funds and large institutions have $21.6B invested in Fiserv Inc in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.4B → $21.6B (+$1.22B)

0% more funds holding

Funds holding: 748748 (0)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

2.02% less ownership

Funds ownership: 177.08%175.06% (-2%)

27% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $34.2M

37% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 352

Holders
748
Holders Change
Holders Change %
0%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1%
New
59
Increased
223
Reduced
352
Closed
48
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
701
Asset Dedication LLC
California
$40K
QCG
702
Quadrant Capital Group
Ohio
$39K +$1.46K +26 +4%
CFA
703
Carroll Financial Associates
North Carolina
$34K +$5.39K +96 +19%
GRP
704
Global Retirement Partners
California
$32K -$21.3K -380 -41%
NSB
705
Norway Savings Bank
Maine
$32K
TRCT
706
Tower Research Capital (TRC)
New York
$25K -$334K -5,942 -93%
GAM
707
Gemmer Asset Management
California
$25K
NCM
708
Nelson Capital Management
California
$23K
DBT
709
Dubuque Bank & Trust
Iowa
$20K
CG
710
Cutler Group
California
$18K
PCP
711
Proficio Capital Partners
Massachusetts
$18K +$11.5K +204 +243%
TFO
712
Tarbox Family Office
California
$16K
PAM
713
Paradigm Asset Management
New York
$15.1K -$16.8K -300 -53%
AA
714
Apriem Advisors
California
$15K
CHP
715
Cable Hill Partners
Oregon
$14K -$561 -10 -4%
WA
716
WealthTrust-Arizona
Arizona
$13K -$3.59K -64 -22%
EFSCE
717
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
IUHSA
718
Itau Unibanco Holding S.A.
Brazil
$13K +$12.3K +220 New
BIG
719
Bellwether Investment Group
Tennessee
$12K
SPIA
720
Steward Partners Investment Advisory
New York
$12K
PFBT
721
Parkside Financial Bank & Trust
Missouri
$10K
PWM
722
Perigon Wealth Management
California
$10K +$2.92K +52 +42%
AAF
723
Andra AP-fonden
Sweden
$9.16K -$22.5K -400 -0.3%
PSC
724
Prentiss Smith & Co
Vermont
$9K
BTIS
725
BB&T Investment Services
North Carolina
$9K +$1.35K +24 +19%

FISV Hedge Fund Activity: Q1 2017 in Review

748 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2017, worth a combined $21.6B — up 6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FISV positions and 48 closed out — a net gain of 11 holders — while 223 added to existing stakes and 352 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55B. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $21.6B of Fiserv Inc stock for Q1 2017, up 6% quarter-over-quarter.
  • 59 funds opened new Fiserv Inc positions in Q1 2017 and 48 closed out, a net change of +11 holders.
  • The largest Fiserv Inc buyer in Q1 2017 was BlackRock, an estimated $1.55B added.
  • The largest Fiserv Inc seller in Q1 2017 was T. Rowe Price Associates, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2017.