We are live on ! Find out more
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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$79.3M -$6.79M -96,564 -8%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$79M -$2.73M -38,752 -3%
ACM
53
Atlanta Capital Management
Georgia
$77.1M +$2.17M +30,917 +3%
GC
54
Guggenheim Capital
Illinois
$76.8M -$4.02M -57,202 -5%
Adage Capital Partners
55
Adage Capital Partners
Massachusetts
$73.6M +$38.3M +544,300 +112%
Wells Fargo
56
Wells Fargo
California
$72.2M +$3.56M +50,613 +5%
EVM
57
Eaton Vance Management
Massachusetts
$72M +$35.5M +505,128 +100%
TA
58
Teachers Advisors
New York
$68.5M +$1.15M +16,356 +2%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$65.2M -$973K -13,834 -1%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$64.7M -$23.2M -330,044 -27%
RP
61
Riverbridge Partners
Minnesota
$64.7M -$1.17M -16,670 -2%
WF
62
Welch & Forbes
Massachusetts
$61.4M +$613K +8,712 +1%
William Blair & Company
63
William Blair & Company
Illinois
$61.1M -$569K -8,092 -0.9%
UBS Group
64
UBS Group
Switzerland
$60.5M -$11.1M -157,753 -16%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$59.1M -$1.9M -27,019 -3%
Barclays
66
Barclays
United Kingdom
$58.6M +$17.1M +243,267 +42%
Wellington Management Group
67
Wellington Management Group
Massachusetts
$55.6M +$5.01M +71,182 +10%
AQR Capital Management
68
AQR Capital Management
Connecticut
$55.4M -$5.12M -72,813 -9%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$53.3M +$7.59M +107,916 +17%
BHIA
70
Birch Hill Investment Advisors
Massachusetts
$52.4M -$410K -5,830 -0.8%
Two Sigma Investments
71
Two Sigma Investments
New York
$51.5M +$50.8M +722,216 New
Two Sigma Advisers
72
Two Sigma Advisers
New York
$51.1M +$50.4M +716,220 New
HSBC Holdings
73
HSBC Holdings
United Kingdom
$48.7M +$18.3M +259,708 +61%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$48.2M -$2.5M -35,497 -5%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$48M -$1.28M -18,200 -3%

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.