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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
751
First Manhattan
New York
$166K
TCOV
752
Trust Company of Vermont
Vermont
$165K +$24.1K +332 +17%
SSB
753
Sandy Spring Bank
Maryland
$163K -$2.9K -40 -2%
WG
754
Welch Group
Alabama
$148K
GWM
755
Geneos Wealth Management
Colorado
$146K -$142K -1,954 -50%
ARMT
756
Amica Retiree Medical Trust
Rhode Island
$144K
TSW
757
Thompson Siegel & Walmsley
Virginia
$140K
Twin Tree Management
758
Twin Tree Management
Texas
$135K +$132K +1,816 New
MDCM
759
Morgan Dempsey Capital Management
Wisconsin
$133K -$17.4K -240 -12%
CAC
760
Certified Advisory Corp
Florida
$130K
CBT
761
Capital Bank & Trust
California
$128K
BBA
762
Braun-Bostich & Associates
Pennsylvania
$127K +$104K +1,434 +516%
RCAG
763
Rehmann Capital Advisory Group
Michigan
$127K -$12.1K -167 -9%
SWM
764
SeaCrest Wealth Management
New York
$125K +$3.56K +49 +3%
FL
765
Fort LP
Maryland
$120K +$117K +1,615 New
BA
766
Ballew Advisors
Mississippi
$119K
PA
767
Parallel Advisors
California
$117K +$6.03K +83 +6%
DBT
768
Dubuque Bank & Trust
Iowa
$111K
SIM
769
Sonora Investment Management
Arizona
$106K +$104K +1,434 New
SWA
770
Sutton Wealth Advisors
Florida
$106K
BBHC
771
Brown Brothers Harriman & Co
New York
$105K +$5.08K +70 +5%
BCI
772
Brinker Capital Investments
Pennsylvania
$104K
SIC
773
Salem Investment Counselors
North Carolina
$99K
Carson Wealth (CWM LLC)
774
Carson Wealth (CWM LLC)
Nebraska
$96K
WF
775
WealthTrust Fairport
Ohio
$92K -$7.26K -100 -7%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.