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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
701
Transamerica Financial Advisors
Florida
$280K -$89K -1,151 -23%
PK
702
Pflug Koory
Nebraska
$279K
HCM
703
Hengehold Capital Management
Ohio
$277K
S
704
SignatureFD
Georgia
$275K +$20.7K +268 +8%
SC
705
Savant Capital
Illinois
$273K -$24.7K -320 -8%
1IA
706
1834 Investment Advisors
Wisconsin
$272K -$100K -1,300 -26%
SC
707
Sepio Capital
Utah
$270K +$284K +3,668 New
Simplex Trading
708
Simplex Trading
Illinois
$269K +$283K +3,665 New
FCI
709
Financial Counselors Inc
Kansas
$268K -$3.87K -50 -1%
LP
710
LMR Partners
United Kingdom
$267K +$281K +3,638 New
TNBTD
711
Trustmark National Bank Trust Department
Mississippi
$266K +$13.9K +180 +5%
LS
712
Livforsakringsbolaget Skandia
Sweden
$265K
RG
713
Rathbones Group
United Kingdom
$257K
PTC
714
Provident Trust Company
Wisconsin
$255K
KeyBank National Association
715
KeyBank National Association
Ohio
$250K -$525K -6,794 -67%
Federated Hermes
716
Federated Hermes
Pennsylvania
$248K -$176K -2,277 -40%
SNBOSCI
717
Security National Bank of Sioux City Iowa
Iowa
$247K -$377K -4,880 -59%
MC
718
Moors & Cabot
Massachusetts
$243K +$8.5K +110 +3%
EMG
719
Ellington Management Group
Connecticut
$243K +$255K +3,300 New
TU
720
TDAM USA
Ontario, Canada
$242K
AW
721
Alpha Windward
Massachusetts
$239K -$23.7K -307 -9%
JIP
722
Jaffetilchin Investment Partners
Florida
$238K
NFG
723
Next Financial Group
Texas
$238K +$249K +3,220 +16,100%
GH
724
GAM Holding
Switzerland
$237K -$27.4K -354 -10%
WA
725
WESPAC Advisors
California
$237K +$249K +3,219 New

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.