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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$132M +$398K +4,540 +0.3%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$131M +$8.93M +101,888 +8%
CS
53
Credit Suisse
Switzerland
$124M -$14.6M -166,098 -11%
NSCM
54
New South Capital Management
Tennessee
$121M -$5.01M -57,154 -4%
PC
55
PointState Capital
New York
$120M +$28.6M +326,236 +33%
PPA
56
Parametric Portfolio Associates
Washington
$118M +$5.57M +63,537 +5%
MC
57
Maverick Capital
Texas
$117M -$169M -1,931,996 -60%
Franklin Resources
58
Franklin Resources
California
$117M -$6.1M -69,631 -5%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$115M +$11.7M +133,020 +12%
CI Investments Inc
60
CI Investments Inc
Ontario, Canada
$112M +$24.3M +277,038 +30%
MWNA
61
Marshall Wace North America
New York
$112M -$11M -125,699 -9%
Parnassus Investments
62
Parnassus Investments
California
$111M -$20.7M -236,045 -16%
Wells Fargo
63
Wells Fargo
California
$102M -$1.49M -17,024 -1%
CAM
64
Close Asset Management
United Kingdom
$101M +$3.4M +38,799 +4%
Citadel Advisors
65
Citadel Advisors
Florida
$101M +$91.9M +1,049,212 +1,824%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$101M -$4.15M -47,400 -4%
HCM
67
Hitchwood Capital Management
New York
$100M -$43.8M -500,000 -31%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$96.5M +$195K +2,220 +0.2%
Public Employees Retirement Association of Colorado
69
Public Employees Retirement Association of Colorado
Colorado
$95.9M -$764K -8,721 -0.8%
Two Sigma Investments
70
Two Sigma Investments
New York
$87.1M +$355K +4,054 +0.4%
APG Asset Management
71
APG Asset Management
Netherlands
$85.5M -$3.07M -35,000 -3%
Morgan Stanley
72
Morgan Stanley
New York
$85.3M +$13.3M +151,758 +19%
Mackenzie Financial
73
Mackenzie Financial
Ontario, Canada
$82.4M -$13.1M -149,762 -14%
WF
74
Welch & Forbes
Massachusetts
$77.7M +$384K +4,382 +0.5%
Ameriprise
75
Ameriprise
Minnesota
$77.6M +$16.5M +188,268 +28%

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.