We are live on ! Find out more
FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
726
Paragon Capital Management (Colorado)
Colorado
$235K
PP
727
Pegasus Partners
Wisconsin
$231K
CWA
728
Clarus Wealth Advisors
Arizona
$228K +$239K +3,098 New
RJT
729
Raymond James Trust
Florida
$224K -$1.55K -20 -0.7%
SBH
730
Segall Bryant & Hamill
Illinois
$224K
PFPT
731
Pinnacle Financial Partners (Tennessee)
Tennessee
$224K +$28.3K +366 +14%
OPA
732
Old Port Advisors
Maine
$224K +$221K +2,864 New
IIM
733
Ipswich Investment Management
Massachusetts
$224K +$236K +3,050 New
PAMU
734
Pictet Asset Management (UK)
United Kingdom
$223K -$11.6M -150,129 -5%
BFO
735
Biltmore Family Office
North Carolina
$220K
FFBTD
736
First Financial Bank - Trust Division
Ohio
$220K
FNFDCM
737
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$220K
TAM
738
Tocqueville Asset Management
New York
$220K
WJA
739
Williams Jones & Associates
New York
$220K
AI
740
Atria Investments
North Carolina
$218K -$36.2K -468 -14%
NL
741
NWAM LLC
Washington
$218K -$9.74K -126 -4%
TFS
742
Thoroughbred Financial Services
Tennessee
$217K +$229K +2,959 New
JWM
743
JGP Wealth Management
Oregon
$212K
JA
744
JLB & Associates
Michigan
$212K
EIG
745
Ellenbecker Investment Group
Wisconsin
$210K -$30.9K -400 -12%
LC
746
LCNB Corp
Ohio
$209K -$155 -2 -0.1%
BAM
747
Blueshift Asset Management
New Jersey
$209K +$220K +2,840 New
HIC
748
Holderness Investments Company
North Carolina
$206K
H
749
HoyleCohen
California
$205K +$215K +2,784 New
FHC
750
First Heartland Consultants
Missouri
$205K +$215K +2,785 New

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.