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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
701
Provident Trust Company
Wisconsin
$228K
RJT
702
Raymond James Trust
Florida
$228K +$646 +10 +0.3%
AI
703
Atria Investments
North Carolina
$225K +$8.14K +126 +4%
TU
704
TDAM USA
Ontario, Canada
$216K
EIG
705
Ellenbecker Investment Group
Wisconsin
$216K +$213K +3,302 New
TNBTD
706
Trustmark National Bank Trust Department
Mississippi
$216K +$213K +3,302 New
NERM
707
New England Research & Management
Illinois
$215K
HAG
708
HighPoint Advisor Group
Illinois
$215K +$200K +3,096 New
JIP
709
Jaffetilchin Investment Partners
Florida
$212K
PCMC
710
Paragon Capital Management (Colorado)
Colorado
$210K
TG
711
TLP Group
Illinois
$210K +$202K +3,132 +4,121%
FPS
712
Fieldpoint Private Securities
Connecticut
$209K -$188K -2,910 -48%
EDRH
713
Edmond de Rothschild Holding
Switzerland
$209K
PP
714
Pegasus Partners
Wisconsin
$206K -$37.3K -578 -16%
WJA
715
Williams Jones & Associates
New York
$204K +$201K +3,108 New
BFO
716
Biltmore Family Office
North Carolina
$203K +$200K +3,100 New
Treasurer of the State of North Carolina
717
Treasurer of the State of North Carolina
North Carolina
$203K +$200K +3,100 New
UF
718
Univest Financial
Pennsylvania
$202K +$199K +3,078 New
BWM
719
Baystate Wealth Management
Massachusetts
$201K -$36.5K -566 -16%
Fuller & Thaler Asset Management
720
Fuller & Thaler Asset Management
California
$184K
1IA
721
1834 Investment Advisors
Wisconsin
$184K +$181K +2,800 New
Simplex Trading
722
Simplex Trading
Illinois
$179K +$177K +2,740 New
FIB
723
First Interstate Bank
Montana
$178K
SSB
724
Sandy Spring Bank
Maryland
$173K -$16.8K -260 -9%
WTC
725
WhitTier Trust Company
Nevada
$163K

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.