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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$77M +$3.31M +42,762 +4%
TCIM
52
TIAA CREF Investment Management
New York
$76.7M -$4.96M -64,217 -6%
ACM
53
Atlanta Capital Management
Georgia
$75.1M -$1.13M -14,590 -1%
EVM
54
Eaton Vance Management
Massachusetts
$71.9M +$19.2M +248,577 +34%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$70.5M +$2.94M +38,060 +4%
VIM
56
Veritas Investment Management
United Kingdom
$65.4M +$3.62M +46,845 +6%
WF
57
Welch & Forbes
Massachusetts
$63.5M +$541K +6,996 +0.8%
William Blair & Company
58
William Blair & Company
Illinois
$61.8M +$458K +5,930 +0.7%
Adage Capital Partners
59
Adage Capital Partners
Massachusetts
$56.7M -$11.9M -154,200 -17%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$56.2M -$3.9M -50,387 -6%
Teacher Retirement System of Texas
61
Teacher Retirement System of Texas
Texas
$53.3M +$16.4M +211,591 +41%
BHIA
62
Birch Hill Investment Advisors
Massachusetts
$52.1M -$1.43M -18,493 -3%
RP
63
Riverbridge Partners
Minnesota
$51.9M -$1.12M -14,444 -2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$49M +$536K +6,935 +1%
Asset Management One
65
Asset Management One
Japan
$48.7M -$373K -4,823 -0.7%
TA
66
Teachers Advisors
New York
$48.6M -$884K -11,433 -2%
MPIA
67
Mountain Pacific Investment Advisers
Idaho
$47.5M -$41.2K -533 -0.1%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$47.3M -$11.7M -151,066 -19%
UBS Group
69
UBS Group
Switzerland
$46.9M -$19.2M -247,749 -28%
Ameriprise
70
Ameriprise
Minnesota
$46.6M -$2.11M -27,243 -4%
Barclays
71
Barclays
United Kingdom
$46.5M -$4.86M -62,833 -9%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$45.7M -$892K -11,536 -2%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$44.8M -$310K -4,007 -0.7%
Principal Financial Group
74
Principal Financial Group
Iowa
$44.3M -$6.54M -84,626 -12%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$42.9M +$2.28M +29,469 +5%

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.