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FISV

Fiserv Inc

759 hedge funds and large institutions have $22.8B invested in Fiserv Inc in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 235 increasing their positions, 336 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $21.6B → $22.8B (+$1.17B)

1% more funds holding

Funds holding: 748759 (+11)

0.5% more ownership

Funds ownership: 175.06%175.56% (+0.5%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

30% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 336

33% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $38.1M

Holders
759
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
18.92%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
54
Increased
235
Reduced
336
Closed
38
Calls
$25.6M
Puts
$38.1M
Net Calls
-$12.5M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
701
Isthmus Partners
Wisconsin
$59K
SIAS
702
Shine Investment Advisory Services
Colorado
$56K +$55K +910 New
HL
703
Harding Loevner
New Jersey
$55K +$54.4K +900 New
PFPT
704
Pinnacle Financial Partners (Tennessee)
Tennessee
$52K +$51.4K +850 New
AF
705
Allworth Financial
California
$51K
QAM
706
QCI Asset Management
New York
$51K
CAW
707
Cornerstone Advisors (Washington)
Washington
$46K
VCM
708
Versant Capital Management
Arizona
$45K -$2.54K -42 -5%
ADL
709
Asset Dedication LLC
California
$43K
SFSIG
710
San Francisco Sentry Investment Group
California
$39K +$38.7K +640 New
RI
711
Redwood Investments
Massachusetts
$38K -$51.3K -848 -58%
NCM
712
Nelson Capital Management
California
$37K +$12.1K +200 +50%
CFA
713
Carroll Financial Associates
North Carolina
$36K
QCG
714
Quadrant Capital Group
Ohio
$36K
NSB
715
Norway Savings Bank
Maine
$34K
GAM
716
Gemmer Asset Management
California
$27K
IR
717
Invictus RG
Bermuda
$26K -$39.6K -654 -61%
M
718
MOTCO
Texas
$24K -$24.2K -400 -50%
GRP
719
Global Retirement Partners
California
$23K -$10.4K -172 -31%
WOC
720
West Oak Capital
California
$21.4K -$26.7K -442 -56%
DBT
721
Dubuque Bank & Trust
Iowa
$21K
BTIS
722
BB&T Investment Services
North Carolina
$18K +$7.98K +132 +87%
TFO
723
Tarbox Family Office
California
$17K
CHP
724
Cable Hill Partners
Oregon
$15K
PFBT
725
Parkside Financial Bank & Trust
Missouri
$15K +$4.84K +80 +51%

FISV Hedge Fund Activity: Q2 2017 in Review

759 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2017, worth a combined $22.8B — up 5.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FISV positions and 38 closed out — a net gain of 16 holders — while 235 added to existing stakes and 336 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $165M. The largest seller was Findlay Park Partners, cutting an estimated $90.7M.

  • 759 institutional investors held Fiserv Inc (FISV) as of Q2 2017, up from 748 in Q1 2017.
  • Funds reported $22.8B of Fiserv Inc stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 54 funds opened new Fiserv Inc positions in Q2 2017 and 38 closed out, a net change of +16 holders.
  • The largest Fiserv Inc buyer in Q2 2017 was Janus Henderson Group, an estimated $165M added.
  • The largest Fiserv Inc seller in Q2 2017 was Findlay Park Partners, an estimated $90.7M sold.

Based on aggregated 13F filings for Q2 2017.