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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
726
Raymond James Trust
Florida
$227K -$1.96K -27 -0.9%
OPA
727
Old Port Advisors
Maine
$226K +$222K +3,057 New
BFO
728
Biltmore Family Office
North Carolina
$222K -$218K -3,000 -50%
FFBTD
729
First Financial Bank - Trust Division
Ohio
$222K -$30.9K -425 -12%
TAM
730
Tocqueville Asset Management
New York
$222K
FNFDCM
731
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$222K +$218K +3,000 New
MIH
732
Meitav Investment House
Israel
$215K +$211K +2,910 New
JA
733
JLB & Associates
Michigan
$214K
JWM
734
JGP Wealth Management
Oregon
$214K +$209K +2,884 New
LC
735
LCNB Corp
Ohio
$211K -$76.2K -1,050 -27%
CT
736
Coastline Trust
Rhode Island
$209K
FHC
737
First Heartland Consultants
Missouri
$208K +$204K +2,812 New
1IA
738
1834 Investment Advisors
Wisconsin
$207K
HIC
739
Holderness Investments Company
North Carolina
$207K +$203K +2,800 New
FNT
740
First National Trust
Pennsylvania
$205K -$55.9K -770 -22%
ONB
741
Old National Bancorp
Indiana
$205K +$201K +2,766 New
WJA
742
Williams Jones & Associates
New York
$204K -$25.3K -348 -11%
BHWM
743
Bar Harbor Wealth Management
New Hampshire
$202K -$44.4K -612 -18%
PP
744
Palladium Partners
Virginia
$202K +$198K +2,730 New
MWM
745
Mission Wealth Management
California
$200K +$196K +2,696 New
EDRH
746
Edmond de Rothschild Holding
Switzerland
$198K -$12.2K -168 -6%
FIB
747
First Interstate Bank
Montana
$198K -$3.27K -45 -2%
WTC
748
WhitTier Trust Company
Nevada
$184K
MSFP
749
Mark Sheptoff Financial Planning
Connecticut
$176K
BFEC
750
Benjamin F. Edwards & Company
Missouri
$174K +$10.9K +150 +7%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.