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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
751
Delpha Capital Management
New York
$76K +$75K +1,162 New
JFA
752
JNBA Financial Advisors
Minnesota
$73K
CG
753
Cutler Group
California
$73K +$27.9K +432 +63%
SIAS
754
Shine Investment Advisory Services
Colorado
$71K +$4.26K +66 +7%
EWM
755
Evercore Wealth Management
New York
$69K
PFGIA
756
Patriot Financial Group Insurance Agency
Massachusetts
$69K
SBL
757
Sargent Bickham Lagudis
Colorado
$66K
IP
758
Isthmus Partners
Wisconsin
$63K
SLF
759
Sun Life Financial
Ontario, Canada
$60K -$141K -2,178 -70%
HL
760
Harding Loevner
New Jersey
$59K
AF
761
Allworth Financial
California
$55K +$258 +4 +0.5%
QAM
762
QCI Asset Management
New York
$54K
CAW
763
Cornerstone Advisors (Washington)
Washington
$49K
QCG
764
Quadrant Capital Group
Ohio
$49K
VCM
765
Versant Capital Management
Arizona
$48K
ADL
766
Asset Dedication LLC
California
$46K
WA
767
Waverly Advisors
Alabama
$46K +$45.2K +700 New
BTIS
768
BB&T Investment Services
North Carolina
$40K +$10.6K +164 +35%
CFA
769
Carroll Financial Associates
North Carolina
$39K
IA
770
IFP Advisors
Florida
$37K -$39.1K -606 -52%
CPIG
771
Chicago Partners Investment Group
Illinois
$37K
NSB
772
Norway Savings Bank
Maine
$36K
TC
773
Telemus Capital
Michigan
$34K +$33.5K +518 New
AWM
774
Avondale Wealth Management
Texas
$32K +$31.9K +494 New
GAM
775
Gemmer Asset Management
California
$29K

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.