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FISV

Fiserv Inc

752 hedge funds and large institutions have $18.8B invested in Fiserv Inc in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 339 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 773752 (-21)

11% less capital invested

Capital invested by funds: $21.1B → $18.8B (-$2.26B)

16% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 67

32% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 339

44% less funds holding in top 10

Funds holding in top 10: 5229 (-23)

53% less call options, than puts

Call options by funds: $32M | Put options by funds: $68.1M

Holders
752
Holders Change
-21
Holders Change %
-2.72%
% of All Funds
20.06%
Holding in Top 10
29
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-44.23%
% of All Funds
0.77%
New
56
Increased
230
Reduced
339
Closed
67
Calls
$32M
Puts
$68.1M
Net Calls
-$36.1M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
726
VOYA Investment Management
Georgia
$15.4K +$202K +3,858 +1%
TFO
727
Tarbox Family Office
California
$14K
WA
728
WealthTrust-Arizona
Arizona
$14K
AA
729
Apriem Advisors
California
$13K
BGIM
730
Brandywine Global Investment Management
Pennsylvania
$13K +$629 +12 +5%
CHP
731
Cable Hill Partners
Oregon
$13K +$4.41K +84 +49%
NSIM
732
North Star Investment Management
Illinois
$12K
EFSCE
733
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
AIM
734
Acrospire Investment Management
Illinois
$10K +$10.5K +200 New
WTB
735
Washington Trust Bank
Washington
$9K +$4.72K +90 +92%
PFBT
736
Parkside Financial Bank & Trust
Missouri
$8K +$839 +16 +11%
IWMPD
737
Integrated Wealth Management (Palm Desert)
California
$8K +$4.93K +94 +138%
WOC
738
West Oak Capital
California
$7.46K +$7.87K +150 New
PSC
739
Prentiss Smith & Co
Vermont
$7K
TDC
740
Thompson Davis & Co
Virginia
$7K +$524 +10 +8%
PRS
741
Pinkerton Retirement Specialists
Idaho
$6K -$734 -14 -11%
TWA
742
TCI Wealth Advisors
Arizona
$5K -$1.57K -30 -22%
TRCT
743
Tower Research Capital (TRC)
New York
$4K -$111K -2,118 -96%
PCP
744
Proficio Capital Partners
Massachusetts
$4K -$4.09K -78 -48%
FMP
745
Financial Management Professionals
Texas
$4K +$4.3K +82 New
SWA
746
Sutton Wealth Advisors
Florida
$3.98K +$2.1K +40 +100%
Acadian Asset Management
747
Acadian Asset Management
Massachusetts
$3K
HCM
748
Herndon Capital Management
Georgia
$2K
RWG
749
Regal Wealth Group
California
$2K
RWML
750
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$696

FISV Hedge Fund Activity: Q3 2016 in Review

752 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2016, worth a combined $18.8B — down 11% from $21.1B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of FISV and 56 opened new positions — a net loss of 11 holders — while 339 trimmed existing stakes and 230 added.

The largest buyer was Citadel Advisors, adding an estimated $42.1M. The largest seller was Longview Partners, cutting an estimated $135M.

  • 752 institutional investors held Fiserv Inc (FISV) as of Q3 2016, down from 773 in Q2 2016.
  • Funds reported $18.8B of Fiserv Inc stock for Q3 2016, down 11% quarter-over-quarter.
  • 56 funds opened new Fiserv Inc positions in Q3 2016 and 67 closed out, a net change of -11 holders.
  • The largest Fiserv Inc buyer in Q3 2016 was Citadel Advisors, an estimated $42.1M added.
  • The largest Fiserv Inc seller in Q3 2016 was Longview Partners, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2016.