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FISV

Fiserv Inc

748 hedge funds and large institutions have $21.6B invested in Fiserv Inc in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.4B → $21.6B (+$1.22B)

0% more funds holding

Funds holding: 748748 (0)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

2.02% less ownership

Funds ownership: 177.08%175.06% (-2%)

27% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $34.2M

37% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 352

Holders
748
Holders Change
Holders Change %
0%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1%
New
59
Increased
223
Reduced
352
Closed
48
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
726
West Paces Advisors
Georgia
$8.65K
HWM
727
Holloway Wealth Management
Florida
$7K
CAL
728
Capital Advisors Ltd
Ohio
$6K
IWM
729
IHT Wealth Management
Illinois
$6K
TWA
730
TCI Wealth Advisors
Arizona
$6K
KF
731
Krilogy Financial
Missouri
$5K
TG
732
TLP Group
Illinois
$5K +$4.83K +86 New
SWA
733
Sutton Wealth Advisors
Florida
$4.61K
ZB
734
Zions Bancorporation
Utah
$4K -$22K -392 -83%
FMP
735
Financial Management Professionals
Texas
$4K
OFW
736
Omnia Family Wealth
Florida
$4K
TCCM
737
Timber Creek Capital Management
Massachusetts
$4K +$4.83K +86 New
AAP
738
Arax Advisory Partners
Colorado
$3K
WAM
739
Watermark Asset Management
California
$3K +$2.69K +48 New
Carson Wealth (CWM LLC)
740
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.03K +54 New
PFO
741
Pathstone Family Office
New Jersey
$2K +$2.25K +40 New
GEA
742
Glen Eagle Advisors
New Jersey
$1.73K
TDC
743
Thompson Davis & Co
Virginia
$1K
GWS
744
Glassman Wealth Services
Virginia
$1K +$337 +6 +75%
CT
745
Chicago Trust
Illinois
$591
NDSI
746
Newman Dignan & Sheerar Inc
Rhode Island
$550 -$16.8K -300 -3%
GVT
747
Genesee Valley Trust
New York
$502 -$19.2K -342 -4%
Walleye Trading
748
Walleye Trading
New York
$139 +$136K +2,416 New
SLF
749
Sun Life Financial
Ontario, Canada
$116 +$112 +2 +8%
IG
750
ING Group
Netherlands
-$5.27M -98,238 Closed

FISV Hedge Fund Activity: Q1 2017 in Review

748 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2017, worth a combined $21.6B — up 6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FISV positions and 48 closed out — a net gain of 11 holders — while 223 added to existing stakes and 352 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55B. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $21.6B of Fiserv Inc stock for Q1 2017, up 6% quarter-over-quarter.
  • 59 funds opened new Fiserv Inc positions in Q1 2017 and 48 closed out, a net change of +11 holders.
  • The largest Fiserv Inc buyer in Q1 2017 was BlackRock, an estimated $1.55B added.
  • The largest Fiserv Inc seller in Q1 2017 was T. Rowe Price Associates, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2017.