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FISV

Fiserv Inc
FISV

748 hedge funds and large institutions have $21.6B invested in Fiserv Inc in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.4B → $21.6B (+$1.22B)

0% more funds holding

Funds holding: 748 → 748 (0)

0% more funds holding in top 10

Funds holding in top 10: 40 → 40 (0)

2.02% less ownership

Funds ownership: 177.08% → 175.06% (-2%)

27% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $34.2M

37% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 352

Holders
748
Holders Change
–
Holders Change %
0%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1%
New
59
Increased
223
Reduced
352
Closed
48
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.55B
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$60.7M
3
Goldman Sachs
Goldman Sachs
New York
+$60.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$47.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$28.7M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$302M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$91.8M
3
JHIU
Janus Henderson Investors US
Colorado
-$90.2M
4
LP
Longview Partners
Guernsey
-$46.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
751
Bridgeway Capital Management
Texas
– -$4.74M -89,200 Closed
Marshall Wace
752
Marshall Wace
United Kingdom
– -$4.59M -86,398 Closed
PCM
753
Penserra Capital Management
California
– -$2.5M -47,118 Closed
GWM
754
Graybill Wealth Management
Illinois
– -$1.91M -35,986 Closed
TG
755
TCW Group
California
– -$1.7M -32,000 Closed
AJ
756
Ashburton (Jersey)
Jersey
– -$1.55M -29,236 Closed
MG
757
Meritage Group
California
– -$1.27M -23,974 Closed
CIM
758
Calvert Investment Management
Maryland
– -$1.22M -22,962 Closed
MC
759
Menta Capital
California
– -$1.22M -22,928 Closed
BCFS
760
Butensky & Cohen Financial Security
Florida
– -$1.12M -21,020 Closed
Wealth Enhancement Advisory Services
761
Wealth Enhancement Advisory Services
Minnesota
– -$1.08M -20,314 Closed
OI
762
Oakbrook Investments
Illinois
– -$1M -18,850 Closed
NIMI
763
Natixis Investment Managers International
France
– -$939K -17,672 Closed
Twin Tree Management
764
Twin Tree Management
Texas
– -$866K -16,290 Closed
OCM
765
Oribel Capital Management
New York
– -$861K -16,200 Closed
NO
766
Ninety One
South Africa
– -$851K -15,992 Closed
BWM
767
BerganKDV Wealth Management
Minnesota
– -$779K -14,650 Closed
ECM
768
ETrade Capital Management
Virginia
– -$513K -9,654 Closed
PRCM
769
Pine River Capital Management
Minnesota
– -$511K -9,624 Closed
Capital Fund Management (CFM)
770
Capital Fund Management (CFM)
France
– -$472K -8,406 Closed
CIP
771
Chartwell Investment Partners
Pennsylvania
– -$443K -8,330 Closed
HSA
772
HBK Sorce Advisory
Pennsylvania
– -$443K -7,890 Closed
Jennison Associates
773
Jennison Associates
New York
– -$378K -7,112 Closed
SM
774
Sciencast Management
New Jersey
– -$364K -6,858 Closed
GCA
775
Gideon Capital Advisors
New York
– -$286K -5,380 Closed
28 29 30
31
32

FISV Hedge Fund Activity: Q1 2017 in Review

748 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2017, worth a combined $21.6B — up 6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FISV positions and 48 closed out — a net gain of 11 holders — while 223 added to existing stakes and 352 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55B. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $21.6B of Fiserv Inc stock for Q1 2017, up 6% quarter-over-quarter.
  • 59 funds opened new Fiserv Inc positions in Q1 2017 and 48 closed out, a net change of +11 holders.
  • The largest Fiserv Inc buyer in Q1 2017 was BlackRock, an estimated $1.55B added.
  • The largest Fiserv Inc seller in Q1 2017 was T. Rowe Price Associates, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2017.