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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
726
Stephens Inc
Arkansas
$759K +$9.66K +87 +1%
Wolverine Trading
727
Wolverine Trading
Illinois
$757K -$4.8M -43,244 -85%
SIM
728
Sadoff Investment Management
Wisconsin
$757K
GIM
729
Goelzer Investment Management
Indiana
$753K -$77.8K -700 -8%
WT
730
Washington Trust
Rhode Island
$750K +$877K +7,897 New
IIM
731
Intact Investment Management
Quebec, Canada
$741K +$311K +2,800 +56%
V
732
VeraBank
Texas
$740K -$11.1K -100 -1%
LWS
733
Lucia Wealth Services
California
$729K +$853K +7,676 New
HIIFS
734
Harel Insurance Investments & Financial Services
Israel
$726K -$204K -1,834 -19%
SL
735
Stevard LLC
Illinois
$722K
WT
736
Whittier Trust
California
$719K -$225K -2,030 -21%
CM
737
Castleark Management
Illinois
$712K -$156K -1,400 -16%
Cetera Investment Advisers
738
Cetera Investment Advisers
Illinois
$712K -$151K -1,357 -15%
CHC
739
City Holding Co
West Virginia
$712K +$500K +4,504 +150%
HSA
740
HBK Sorce Advisory
Pennsylvania
$710K +$38.1K +343 +5%
WS
741
Wedbush Securities
California
$706K +$46.5K +419 +6%
AI
742
AdvisorShares Investments
Maryland
$702K -$694K -6,245 -46%
MGIM
743
M&G Investment Management
United Kingdom
$695K -$92K -828 -10%
TFS
744
Thoroughbred Financial Services
Tennessee
$692K +$306K +2,757 +61%
PNC
745
Park National Corp
Ohio
$687K -$347K -3,122 -30%
RJT
746
Raymond James Trust
Florida
$680K +$86.1K +775 +12%
FHA
747
Flagship Harbor Advisors
Massachusetts
$679K +$46.8K +421 +6%
SBIA
748
Sheaff Brock Investment Advisors
Indiana
$677K -$66.6K -600 -8%
DC
749
Davenport & Co
Virginia
$672K +$65.8K +592 +9%
ANRIA
750
American National Registered Investment Advisor
Texas
$660K +$772K +6,952 New

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.