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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
701
Baystate Wealth Management
Massachusetts
$252K +$47.7K +678 +24%
CAN
702
Claraphi Advisory Network
United States
$251K -$39.2K -557 -14%
S
703
SignatureFD
Georgia
$250K +$247K +3,508 New
PTC
704
Provident Trust Company
Wisconsin
$248K
AI
705
Atria Investments
North Carolina
$246K +$1.83K +26 +0.8%
FFBTD
706
First Financial Bank - Trust Division
Ohio
$244K -$28.1K -400 -10%
AIM
707
ARK Investment Management
Florida
$242K +$112K +1,592 +88%
BHWM
708
Bar Harbor Wealth Management
New Hampshire
$238K -$10.6K -151 -4%
MML Investors Services
709
MML Investors Services
Massachusetts
$237K -$26K -370 -10%
TU
710
TDAM USA
Ontario, Canada
$235K
HAG
711
HighPoint Advisor Group
Illinois
$235K +$1.41K +20 +0.6%
WP
712
WealthSource Partners
California
$234K -$55.6K -790 -19%
FRM
713
Fox Run Management
Connecticut
$229K +$226K +3,216 New
PCMC
714
Paragon Capital Management (Colorado)
Colorado
$228K
CPH
715
C Partners Holding
Switzerland
$226K -$62.6K -890 -22%
EIG
716
Ellenbecker Investment Group
Wisconsin
$225K -$10.7K -152 -5%
STA
717
Summit Trail Advisors
New York
$225K +$139K +1,981 +47%
PP
718
Pegasus Partners
Wisconsin
$224K
WJA
719
Williams Jones & Associates
New York
$222K
RJT
720
Raymond James Trust
Florida
$220K -$28.6K -406 -12%
UF
721
Univest Financial
Pennsylvania
$219K
QT
722
Quantbot Technologies
New York
$219K +$217K +3,081 New
TAM
723
Tocqueville Asset Management
New York
$214K +$211K +3,000 New
JA
724
JLB & Associates
Michigan
$206K +$203K +2,890 New
EDRH
725
Edmond de Rothschild Holding
Switzerland
$202K -$25.2K -358 -11%

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.