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FISV

Fiserv Inc

743 hedge funds and large institutions have $24B invested in Fiserv Inc in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 234 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

5% more capital invested

Capital invested by funds: $22.8B → $24B (+$1.21B)

1.56% more ownership

Funds ownership: 175.56%177.12% (+1.6%)

2% less funds holding

Funds holding: 759743 (-16)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.1M

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 314

Holders
743
Holders Change
-16
Holders Change %
-2.11%
% of All Funds
18.52%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
45
Increased
234
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
701
Carroll Financial Associates
North Carolina
$38K
CPIG
702
Chicago Partners Investment Group
Illinois
$36K -$79.8K -1,284 -69%
NSB
703
Norway Savings Bank
Maine
$35K
BTIS
704
BB&T Investment Services
North Carolina
$30K +$11.1K +178 +63%
GAM
705
Gemmer Asset Management
California
$28K
M
706
MOTCO
Texas
$26K
SMG
707
Spectrum Management Group
Indiana
$26K +$24.9K +400 New
WOC
708
West Oak Capital
California
$22.6K
DSN
709
D. Scott Neal
Kentucky
$22K -$77K -1,240 -79%
TFO
710
Tarbox Family Office
California
$20K +$1.61K +26 +9%
WEC
711
Winslow Evans & Crocker
Massachusetts
$19.1K +$6.21K +100 +51%
CHP
712
Cable Hill Partners
Oregon
$16K
PFBT
713
Parkside Financial Bank & Trust
Missouri
$16K
WA
714
WealthTrust-Arizona
Arizona
$14K
KF
715
Krilogy Financial
Missouri
$13K +$6.59K +106 +108%
BFEC
716
Benjamin F. Edwards & Company
Missouri
$13K +$12.4K +200 New
EFSCE
717
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
GBT
718
Grove Bank & Trust
Florida
$11K +$8.95K +144 +655%
WTB
719
Washington Trust Bank
Washington
$11K +$10.2K +164 New
PSC
720
Prentiss Smith & Co
Vermont
$10K
PCP
721
Proficio Capital Partners
Massachusetts
$10K
CCM
722
Covington Capital Management
California
$10K +$9.32K +150 New
WPA
723
West Paces Advisors
Georgia
$9.67K
ED
724
Exane Derivatives
France
$9.15K -$3.48K -56 -28%
SC
725
SouthState Corp
Florida
$8.08K -$303K -4,880 -4%

FISV Hedge Fund Activity: Q3 2017 in Review

743 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2017, worth a combined $24B — up 5.3% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FISV and 45 opened new positions — a net loss of 7 holders — while 314 trimmed existing stakes and 234 added.

The largest buyer was Longview Partners, adding an estimated $127M. The largest seller was Ninety One (UK), exiting entirely with an estimated $104M sold.

  • 743 institutional investors held Fiserv Inc (FISV) as of Q3 2017, down from 759 in Q2 2017.
  • Funds reported $24B of Fiserv Inc stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 45 funds opened new Fiserv Inc positions in Q3 2017 and 52 closed out, a net change of -7 holders.
  • The largest Fiserv Inc buyer in Q3 2017 was Longview Partners, an estimated $127M added.
  • The largest Fiserv Inc seller in Q3 2017 was Ninety One (UK), an estimated $104M sold.

Based on aggregated 13F filings for Q3 2017.