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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
726
1834 Investment Advisors
Wisconsin
$200K
CT
727
Coastline Trust
Rhode Island
$200K +$198K +2,810 New
FIB
728
First Interstate Bank
Montana
$194K
WTC
729
WhitTier Trust Company
Nevada
$177K
JCM
730
Jacobi Capital Management
Pennsylvania
$176K +$82.9K +1,179 +90%
SQA
731
Simon Quick Advisors
New Jersey
$174K +$84.4K +1,200 +97%
MSFP
732
Mark Sheptoff Financial Planning
Connecticut
$169K
SSB
733
Sandy Spring Bank
Maryland
$160K -$28.1K -400 -15%
First Manhattan
734
First Manhattan
New York
$160K -$1.97K -28 -1%
BFEC
735
Benjamin F. Edwards & Company
Missouri
$157K +$141K +2,000 +1,000%
Walleye Trading
736
Walleye Trading
New York
$152K -$719K -10,222 -83%
MDCM
737
Morgan Dempsey Capital Management
Wisconsin
$145K -$10.7K -152 -7%
WG
738
Welch Group
Alabama
$143K
ARMT
739
Amica Retiree Medical Trust
Rhode Island
$139K +$137K +1,950 New
TSW
740
Thompson Siegel & Walmsley
Virginia
$135K
TCOV
741
Trust Company of Vermont
Vermont
$135K
RCAG
742
Rehmann Capital Advisory Group
Michigan
$134K +$132K +1,875 New
CAC
743
Certified Advisory Corp
Florida
$125K +$22.5K +320 +22%
CBT
744
Capital Bank & Trust
California
$123K
SWM
745
SeaCrest Wealth Management
New York
$117K +$31.2K +444 +37%
LGWM
746
Litman Gregory Wealth Management
California
$116K +$115K +1,630 New
BA
747
Ballew Advisors
Mississippi
$114K +$113K +1,600 New
VCM
748
Virtue Capital Management
Tennessee
$113K -$12K -170 -10%
PG
749
PEAK6 Group
Illinois
$108K +$106K +1,514 New
DBT
750
Dubuque Bank & Trust
Iowa
$107K -$1.69K -24 -2%

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.