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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
AllSquare Wealth Management
New York
$7K +$7.09K +138 New
TWA
727
TCI Wealth Advisors
Arizona
$6K
CIM
728
Contravisory Investment Management
Massachusetts
$6K +$5.75K +112 New
PRS
729
Pinkerton Retirement Specialists
Idaho
$5K -$1.03K -20 -17%
KF
730
Krilogy Financial
Missouri
$5K +$5.03K +98 New
IWM
731
IHT Wealth Management
Illinois
$5K +$5.14K +100 New
CAL
732
Capital Advisors Ltd
Ohio
$5K +$5.24K +102 New
SWA
733
Sutton Wealth Advisors
Florida
$4.25K
FMP
734
Financial Management Professionals
Texas
$4K
PCP
735
Proficio Capital Partners
Massachusetts
$4K
OFW
736
Omnia Family Wealth
Florida
$4K +$3.7K +72 New
HR
737
Howe & Rusling
New York
$4K +$4.21K +82 New
Canada Pension Plan Investment Board
738
Canada Pension Plan Investment Board
Ontario, Canada
$3K -$2.62M -51,048 -100%
AAP
739
Arax Advisory Partners
Colorado
$3K +$2.98K +58 New
RWG
740
Regal Wealth Group
California
$2K
VIA
741
Vantage Investment Advisors
Pennsylvania
$2K +$2.26K +44 New
GEA
742
Glen Eagle Advisors
New Jersey
$1.59K +$1.54K +30 New
LS
743
Livforsakringsbolaget Skandia
Sweden
$1.55K -$1.69M -32,836 -53%
TDC
744
Thompson Davis & Co
Virginia
$1K -$5.86K -114 -81%
RWML
745
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$744
GVT
746
Genesee Valley Trust
New York
$481 -$4.62K -90 -1%
PK
747
Pflug Koory
Nebraska
$239 +$231K +4,500 New
SLF
748
Sun Life Financial
Ontario, Canada
$117 +$1.23K +24 New
AAMU
749
Amundi Asset Management US
Massachusetts
-$58.8M -1,183,140 Closed
Citadel Advisors
750
Citadel Advisors
Florida
-$50.9M -990,800 Closed

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.