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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
726
Mark Sheptoff Financial Planning
Connecticut
$156K
IWM
727
IHT Wealth Management
Illinois
$155K -$12.9K -200 -8%
First Manhattan
728
First Manhattan
New York
$149K +$30.9K +478 +27%
Acadian Asset Management
729
Acadian Asset Management
Massachusetts
$145K -$2.15M -33,274 -94%
MDCM
730
Morgan Dempsey Capital Management
Wisconsin
$143K
BC
731
Bartlett & Co
Ohio
$131K
WG
732
Welch Group
Alabama
$131K
TCOV
733
Trust Company of Vermont
Vermont
$124K -$45.7K -708 -27%
TSW
734
Thompson Siegel & Walmsley
Virginia
$124K
AIM
735
ARK Investment Management
Florida
$118K +$116K +1,802 New
VCM
736
Virtue Capital Management
Tennessee
$116K +$114K +1,764 New
CBT
737
Capital Bank & Trust
California
$113K
GT
738
Greenleaf Trust
Michigan
$111K +$43K +666 +65%
DBT
739
Dubuque Bank & Trust
Iowa
$100K
PA
740
Parallel Advisors
California
$98K +$5.81K +90 +6%
CAC
741
Certified Advisory Corp
Florida
$94K +$93K +1,440 New
BCI
742
Brinker Capital Investments
Pennsylvania
$92K
BBHC
743
Brown Brothers Harriman & Co
New York
$91K -$29.2K -452 -25%
GLI
744
Guardian Life Insurance
New York
$89K +$25.8K +400 +42%
JCM
745
Jacobi Capital Management
Pennsylvania
$89K +$84.9K +1,314 New
SIC
746
Salem Investment Counselors
North Carolina
$87K
SQA
747
Simon Quick Advisors
New Jersey
$87K +$2.2K +34 +3%
1832 Asset Management
748
1832 Asset Management
Ontario, Canada
$82K
TF
749
Tompkins Financial
New York
$79K
SWM
750
SeaCrest Wealth Management
New York
$78K +$77.2K +1,196 New

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.