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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
701
Lee, Danner & Bass
Tennessee
$819K -$101K -909 -10%
AIIMS
702
Analyst IMS Investment Management Services
Israel
$817K +$8.89K +80 +0.9%
VIA
703
Vident Investment Advisory
Georgia
$816K +$498K +4,487 +109%
NA
704
NewEdge Advisors
Louisiana
$812K +$457K +4,113 +93%
PWS
705
Peloton Wealth Strategists
Indiana
$807K -$2.37M -21,300 -71%
MFS
706
Monetta Financial Services
Illinois
$807K +$944K +8,500 New
KWM
707
Kingsview Wealth Management
Oregon
$805K +$11.6K +104 +1%
ST
708
Spinnaker Trust
Maine
$798K +$217K +1,954 +30%
EH
709
Equitable Holdings
New York
$794K -$70.1K -631 -7%
Boston Partners
710
Boston Partners
Massachusetts
$793K -$445K -4,007 -32%
MS
711
Maven Securities
Jersey
$789K +$922K +8,304 New
CI
712
Conning Inc
Connecticut
$785K +$46.2K +416 +5%
NB
713
NBT Bank
New York
$784K -$17.3K -156 -2%
AIL
714
AGF Investments LLC
Ontario, Canada
$783K +$94.5K +851 +12%
RCA
715
Rowland Carmichael Advisors
Arizona
$781K -$284K -2,555 -24%
OFS
716
Orrstown Financial Services
Pennsylvania
$781K -$38.7K -348 -4%
HMS
717
Hanseatic Management Services
New Mexico
$781K -$35.5K -320 -4%
MERSOM
718
Municipal Employees' Retirement System of Michigan
Michigan
$778K +$11.1K +100 +1%
Jones Financial Companies
719
Jones Financial Companies
Missouri
$768K -$101K -910 -10%
SHGA
720
Sand Hill Global Advisors
California
$765K -$26.7K -240 -3%
TAM
721
Townsend Asset Management
North Carolina
$765K -$8.33K -75 -0.9%
BCAM
722
Boston Common Asset Management
Massachusetts
$765K
GIP
723
Granite Investment Partners
California
$763K -$28.1K -253 -3%
GLA
724
Great Lakes Advisors
Illinois
$761K -$311K -2,797 -26%
CT
725
Chicago Trust
Illinois
$760K -$124K -1,120 -12%

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.