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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
726
Lombard Odier Asset Management (Europe)
United Kingdom
$416K
CIA
727
Capital Investment Advisors
Georgia
$415K +$99.5K +1,135 +33%
CCM
728
Condor Capital Management
New Jersey
$410K
Canada Pension Plan Investment Board
729
Canada Pension Plan Investment Board
Ontario, Canada
$410K +$181K +2,066 +85%
1SB
730
1ST Source Bank
Indiana
$405K
Koshinski Asset Management
731
Koshinski Asset Management
Illinois
$401K
MCM
732
Manchester Capital Management
Vermont
$401K
CAM
733
Cresset Asset Management
Illinois
$400K -$15.2K -174 -4%
KWA
734
KCS Wealth Advisory
California
$399K
AIIMS
735
Analyst IMS Investment Management Services
Israel
$392K
OWP
736
Obermeyer Wealth Partners
Colorado
$392K
FNBTCON
737
First National Bank & Trust Co of Newtown
Pennsylvania
$390K
VAS
738
Vestmark Advisory Solutions
Massachusetts
$390K +$38.3K +437 +11%
RMDI
739
R.M. Davis Inc
Maine
$386K +$50.8K +580 +16%
EAM
740
Eukles Asset Management
Ohio
$382K +$3.42K +39 +0.9%
JAFL
741
Jay A. Fishman Ltd
Michigan
$381K
BP
742
Ballentine Partners
Massachusetts
$378K +$43.6K +498 +14%
AWA
743
AmeriServ Wealth Advisors
Pennsylvania
$374K -$26.3K -300 -7%
KA
744
Kintegral Advisory
New York
$372K
RC
745
RBF Capital
California
$365K
SIA
746
Starfire Investment Advisers
Michigan
$364K
SC
747
Scotia Capital
Ontario, Canada
$363K -$33.7K -385 -9%
EWM
748
Empirical Wealth Management
Washington
$362K +$66.6K +760 +24%
EIG
749
Ellenbecker Investment Group
Wisconsin
$360K -$62.7K -715 -15%
MC
750
Moors & Cabot
Massachusetts
$359K +$41.7K +476 +14%

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.