We are live on ! Find out more
FISV

Fiserv Inc

764 hedge funds and large institutions have $20B invested in Fiserv Inc in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 231 increasing their positions, 372 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

39% more funds holding in top 10

Funds holding in top 10: 3853 (+15)

9% more capital invested

Capital invested by funds: $18.3B → $20B (+$1.66B)

2% more funds holding

Funds holding: 746764 (+18)

18% less call options, than puts

Call options by funds: $39.3M | Put options by funds: $47.7M

38% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 372

Holders
764
Holders Change
+18
Holders Change %
+2.41%
% of All Funds
20.35%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
1.41%
New
64
Increased
231
Reduced
372
Closed
40
Calls
$39.3M
Puts
$47.7M
Net Calls
-$8.44M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
726
Zions Bancorporation
Utah
$23K
GAM
727
Gemmer Asset Management
California
$22K
BWA
728
Burt Wealth Advisors
Maryland
$22K +$1.52K +32 +8%
WRM
729
Westport Resources Management
Connecticut
$21K -$239K -5,040 -93%
NCM
730
Nelson Capital Management
California
$21K
SMG
731
Spectrum Management Group
Indiana
$21K
AIM
732
Acrospire Investment Management
Illinois
$21K +$19K +400 New
SBL
733
Sargent Bickham Lagudis
Colorado
$21K +$19K +400 New
TSW
734
Thompson Siegel & Walmsley
Virginia
$18K
HW
735
Hancock Whitney
Mississippi
$17.6K -$1.16M -24,496 -7%
WA
736
WealthTrust-Arizona
Arizona
$17K -$474 -10 -3%
TRCT
737
Tower Research Capital (TRC)
New York
$16K -$3.89K -82 -21%
TFO
738
Tarbox Family Office
California
$15K +$1.23K +26 +10%
AA
739
Apriem Advisors
California
$14K +$3.04K +64 +32%
BGIM
740
Brandywine Global Investment Management
Pennsylvania
$13K +$1.99K +42 +21%
EFSCE
741
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
NSIM
742
North Star Investment Management
Illinois
$12K
FANJ
743
Financial Architects (New Jersey)
New Jersey
$12K +$11.5K +242 New
OMCS
744
Old Mutual Customised Solutions
South Africa
$10K -$266K -5,600 -97%
IC
745
IKOS CIF
Cyprus
$8K -$140K -2,948 -95%
PSC
746
Prentiss Smith & Co
Vermont
$8K
CG
747
Cutler Group
California
$7K -$117K -2,474 -94%
PRS
748
Pinkerton Retirement Specialists
Idaho
$7K -$9.29K -196 -60%
TWA
749
TCI Wealth Advisors
Arizona
$7K -$948 -20 -13%
PFBT
750
Parkside Financial Bank & Trust
Missouri
$7K +$1.23K +26 +22%

FISV Hedge Fund Activity: Q1 2016 in Review

764 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2016, worth a combined $20B — up 9.1% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FISV positions and 40 closed out — a net gain of 24 holders — while 231 added to existing stakes and 372 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $532M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 764 institutional investors held Fiserv Inc (FISV) as of Q1 2016, up from 746 in Q4 2015.
  • Funds reported $20B of Fiserv Inc stock for Q1 2016, up 9.1% quarter-over-quarter.
  • 64 funds opened new Fiserv Inc positions in Q1 2016 and 40 closed out, a net change of +24 holders.
  • The largest Fiserv Inc buyer in Q1 2016 was Royal London Asset Management, an estimated $532M added.
  • The largest Fiserv Inc seller in Q1 2016 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q1 2016.