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FISV

Fiserv Inc

743 hedge funds and large institutions have $24B invested in Fiserv Inc in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 234 increasing their positions, 314 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

5% more capital invested

Capital invested by funds: $22.8B → $24B (+$1.21B)

1.56% more ownership

Funds ownership: 175.56%177.12% (+1.6%)

2% less funds holding

Funds holding: 759743 (-16)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.1M

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

25% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 314

Holders
743
Holders Change
-16
Holders Change %
-2.11%
% of All Funds
18.52%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.05%
New
45
Increased
234
Reduced
314
Closed
52
Calls
$16.9M
Puts
$19.1M
Net Calls
-$2.21M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
726
Holloway Wealth Management
Florida
$8K
CAL
727
Capital Advisors Ltd
Ohio
$7K
TWA
728
TCI Wealth Advisors
Arizona
$7K
Parallax Volatility Advisers
729
Parallax Volatility Advisers
California
$6K +$5.59K +90 New
SWA
730
Sutton Wealth Advisors
Florida
$5.16K
HIM
731
Hillsdale Investment Management
Ontario, Canada
$5K -$1.86K -30 -30%
FMP
732
Financial Management Professionals
Texas
$5K
LWM
733
Lenox Wealth Management
Ohio
$5K
TG
734
TLP Group
Illinois
$5K +$4.72K +76 New
AAP
735
Arax Advisory Partners
Colorado
$4K +$621 +10 +17%
WAP
736
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.73K +60 New
Carson Wealth (CWM LLC)
737
Carson Wealth (CWM LLC)
Nebraska
$3K
WAM
738
Watermark Asset Management
California
$3K
OFW
739
Omnia Family Wealth
Florida
$2K -$2.98K -48 -67%
TDC
740
Thompson Davis & Co
Virginia
$2K
GEA
741
Glen Eagle Advisors
New Jersey
$1.93K
GWS
742
Glassman Wealth Services
Virginia
$1K
NFG
743
Next Financial Group
Texas
$1K +$1.24K +20 New
CT
744
Chicago Trust
Illinois
$651 -$9.32K -150 -1%
Ninety One (UK)
745
Ninety One (UK)
United Kingdom
-$104M -1,708,122 Closed
SI
746
Sprott Inc
Ontario, Canada
-$25.7M -419,600 Closed
Citadel Advisors
747
Citadel Advisors
Florida
-$5.09M -81,888 Closed
CIBC World Market
748
CIBC World Market
Ontario, Canada
-$3.16M -51,606 Closed
GH
749
GAM Holding
Switzerland
-$3.15M -51,508 Closed
AC
750
Allstate Corporation
Illinois
-$3.04M -49,652 Closed

FISV Hedge Fund Activity: Q3 2017 in Review

743 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2017, worth a combined $24B — up 5.3% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of FISV and 45 opened new positions — a net loss of 7 holders — while 314 trimmed existing stakes and 234 added.

The largest buyer was Longview Partners, adding an estimated $127M. The largest seller was Ninety One (UK), exiting entirely with an estimated $104M sold.

  • 743 institutional investors held Fiserv Inc (FISV) as of Q3 2017, down from 759 in Q2 2017.
  • Funds reported $24B of Fiserv Inc stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 45 funds opened new Fiserv Inc positions in Q3 2017 and 52 closed out, a net change of -7 holders.
  • The largest Fiserv Inc buyer in Q3 2017 was Longview Partners, an estimated $127M added.
  • The largest Fiserv Inc seller in Q3 2017 was Ninety One (UK), an estimated $104M sold.

Based on aggregated 13F filings for Q3 2017.