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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
Maryland Capital Management
Maryland
$438K
AF
702
Arrow Financial
New York
$436K
AWM
703
AE Wealth Management
Kansas
$435K +$3.8K +46 +0.9%
SS
704
Simplicity Solutions
Minnesota
$434K -$13.8K -167 -3%
HC
705
Henshaw Capital
Massachusetts
$432K
CPO
706
Cerity Partners OCIO
New York
$421K
VIA
707
Vident Investment Advisory
Georgia
$419K -$25.2K -305 -6%
PJSIMP
708
P.J. Schmidt Investment Management (PJS)
Wisconsin
$417K
FCI
709
Financial Counselors Inc
Kansas
$414K +$85.8K +1,040 +29%
EIG
710
Ellenbecker Investment Group
Wisconsin
$411K +$149K +1,800 +63%
HF
711
HRT Financial
New York
$410K -$529K -6,411 -58%
ST
712
Smithfield Trust
Pennsylvania
$409K
S
713
SignatureFD
Georgia
$408K +$72.5K +879 +23%
LOAME
714
Lombard Odier Asset Management (Europe)
United Kingdom
$403K
CAM
715
Cresset Asset Management
Illinois
$402K +$165K +2,002 +78%
AIC
716
Ameritas Investment Company
Nebraska
$402K +$376K +4,556 New
AI
717
Atria Investments
North Carolina
$401K +$131K +1,584 +53%
CCM
718
Condor Capital Management
New Jersey
$397K
SG Americas Securities
719
SG Americas Securities
New York
$394K +$236K +2,855 +178%
1SB
720
1ST Source Bank
Indiana
$392K
MCM
721
Manchester Capital Management
Vermont
$389K
BCM
722
BlueCrest Capital Management
Jersey
$388K -$1.75M -21,169 -83%
AWA
723
AmeriServ Wealth Advisors
Pennsylvania
$388K
KWA
724
KCS Wealth Advisory
California
$387K
SC
725
Scotia Capital
Ontario, Canada
$385K -$91.4K -1,108 -20%

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.