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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
751
Level Four Advisory Services
Texas
$203K -$107K -1,382 -33%
PIM
752
Provident Investment Management
Michigan
$202K -$44.1K -570 -17%
ONB
753
Old National Bancorp
Indiana
$201K -$1.39K -18 -0.7%
PP
754
Palladium Partners
Virginia
$201K
AC
755
Alexandria Capital
Virginia
$201K +$211K +2,734 New
PM
756
Parametrica Management
Hong Kong
$201K +$211K +2,734 New
SSB
757
Sandy Spring Bank
Maryland
$200K +$11.6K +150 +6%
CIA
758
Capital Investment Advisors
Georgia
$200K +$211K +2,725 New
CAM
759
Cresset Asset Management
Illinois
$188K +$198K +2,557 New
FIB
760
First Interstate Bank
Montana
$186K -$11.6K -150 -6%
WTC
761
WhitTier Trust Company
Nevada
$186K +$3.63K +47 +2%
MSFP
762
Mark Sheptoff Financial Planning
Connecticut
$175K
BFEC
763
Benjamin F. Edwards & Company
Missouri
$173K
Carson Wealth (CWM LLC)
764
Carson Wealth (CWM LLC)
Nebraska
$171K +$35.4K +458 +24%
BBA
765
Braun-Bostich & Associates
Pennsylvania
$166K +$8.97K +116 +5%
First Manhattan
766
First Manhattan
New York
$165K
Acadian Asset Management
767
Acadian Asset Management
Massachusetts
$163K -$830K -10,734 -83%
ESB
768
Essex Savings Bank
Connecticut
$163K +$171K +2,212 New
PFGIA
769
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$89.7K +1,160 +114%
TCOV
770
Trust Company of Vermont
Vermont
$150K -$14.2K -184 -8%
WG
771
Welch Group
Alabama
$147K
ARMT
772
Amica Retiree Medical Trust
Rhode Island
$143K
TSW
773
Thompson Siegel & Walmsley
Virginia
$139K
BBHC
774
Brown Brothers Harriman & Co
New York
$139K +$34K +440 +30%
AIM
775
ARK Investment Management
Florida
$138K

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.