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FISV

Fiserv Inc

759 hedge funds and large institutions have $22.8B invested in Fiserv Inc in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 235 increasing their positions, 336 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $21.6B → $22.8B (+$1.17B)

1% more funds holding

Funds holding: 748759 (+11)

0.5% more ownership

Funds ownership: 175.06%175.56% (+0.5%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

30% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 336

33% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $38.1M

Holders
759
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
18.92%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
54
Increased
235
Reduced
336
Closed
38
Calls
$25.6M
Puts
$38.1M
Net Calls
-$12.5M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
726
WealthTrust-Arizona
Arizona
$14K
VWA
727
V Wealth Advisors
Kansas
$13K +$13.3K +220 New
ED
728
Exane Derivatives
France
$12.1K -$160K -2,642 -93%
WEC
729
Winslow Evans & Crocker
Massachusetts
$12K +$11.9K +196 New
HCM
730
Holland Capital Management
Illinois
$11K -$3.92M -64,744 -100%
EFSCE
731
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$2.9K -48 -21%
PCP
732
Proficio Capital Partners
Massachusetts
$10K -$7.74K -128 -44%
IUHSA
733
Itau Unibanco Holding S.A.
Brazil
$10K -$3.63K -60 -27%
WPA
734
West Paces Advisors
Georgia
$9.18K
PSC
735
Prentiss Smith & Co
Vermont
$9K
FC
736
Ferris Capital
Massachusetts
$9K +$8.71K +144 New
HWM
737
Holloway Wealth Management
Florida
$8K
TWA
738
TCI Wealth Advisors
Arizona
$7K
CAL
739
Capital Advisors Ltd
Ohio
$6K
KF
740
Krilogy Financial
Missouri
$6K
HIM
741
Hillsdale Investment Management
Ontario, Canada
$6K +$6.05K +100 New
FMP
742
Financial Management Professionals
Texas
$5K
TCCM
743
Timber Creek Capital Management
Massachusetts
$5K
LWM
744
Lenox Wealth Management
Ohio
$5K +$4.84K +80 New
SWA
745
Sutton Wealth Advisors
Florida
$4.89K
AAP
746
Arax Advisory Partners
Colorado
$4K
OFW
747
Omnia Family Wealth
Florida
$4K
SIC
748
Salem Investment Counselors
North Carolina
$4K +$3.87K +64 New
ZB
749
Zions Bancorporation
Utah
$3K -$2.18K -36 -46%
Carson Wealth (CWM LLC)
750
Carson Wealth (CWM LLC)
Nebraska
$3K

FISV Hedge Fund Activity: Q2 2017 in Review

759 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2017, worth a combined $22.8B — up 5.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FISV positions and 38 closed out — a net gain of 16 holders — while 235 added to existing stakes and 336 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $165M. The largest seller was Findlay Park Partners, cutting an estimated $90.7M.

  • 759 institutional investors held Fiserv Inc (FISV) as of Q2 2017, up from 748 in Q1 2017.
  • Funds reported $22.8B of Fiserv Inc stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 54 funds opened new Fiserv Inc positions in Q2 2017 and 38 closed out, a net change of +16 holders.
  • The largest Fiserv Inc buyer in Q2 2017 was Janus Henderson Group, an estimated $165M added.
  • The largest Fiserv Inc seller in Q2 2017 was Findlay Park Partners, an estimated $90.7M sold.

Based on aggregated 13F filings for Q2 2017.