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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
751
Mount Yale Investment Advisors
Colorado
$322K -$2.23K -27 -0.7%
TNBTD
752
Trustmark National Bank Trust Department
Mississippi
$320K
LS
753
Livforsakringsbolaget Skandia
Sweden
$319K
RG
754
Rathbones Group
United Kingdom
$309K
MC
755
Moors & Cabot
Massachusetts
$308K +$13.5K +164 +5%
PTC
756
Provident Trust Company
Wisconsin
$307K
IIM
757
Ipswich Investment Management
Massachusetts
$305K +$33K +400 +13%
Federated Hermes
758
Federated Hermes
Pennsylvania
$302K +$2.48K +30 +0.9%
CIA
759
Capital Investment Advisors
Georgia
$301K +$56.9K +690 +25%
FSC
760
Full Sail Capital
Oklahoma
$300K -$66.7K -808 -19%
D.E. Shaw & Co
761
D.E. Shaw & Co
New York
$300K +$280K +3,398 New
MWM
762
Mission Wealth Management
California
$298K +$278K +3,373 New
Holocene Advisors
763
Holocene Advisors
New York
$293K -$322K -3,899 -54%
Parallax Volatility Advisers
764
Parallax Volatility Advisers
California
$293K +$274K +3,322 New
FMWA
765
Forvis Mazars Wealth Advisors
Missouri
$293K +$274K +3,324 New
SC
766
Sepio Capital
Utah
$290K -$31.2K -378 -10%
JT
767
Jump Trading
Illinois
$288K +$269K +3,261 New
HAG
768
HighPoint Advisor Group
Illinois
$287K +$6.6K +80 +2%
GH
769
GAM Holding
Switzerland
$285K -$495 -6 -0.2%
LBC
770
Lawrence B. Cohen
$284K -$98.2K -1,190 -27%
EWM
771
Empirical Wealth Management
Washington
$283K -$67.2K -815 -20%
MSAM
772
Moloney Securities Asset Management
Missouri
$283K +$264K +3,204 New
FQ
773
First Quadrant
California
$282K -$1.92M -23,254 -88%
PCMC
774
Paragon Capital Management (Colorado)
Colorado
$282K
SBH
775
Segall Bryant & Hamill
Illinois
$278K +$8.42K +102 +3%

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.