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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
751
Leavell Investment Management
Alabama
$358K -$13.1K -150 -4%
BWP
752
Baldwin Wealth Partners
Massachusetts
$357K -$26.3K -300 -7%
MFS
753
Madrona Financial Services
Washington
$352K +$338K +3,860 New
GVAG
754
Great Valley Advisor Group
Delaware
$351K +$337K +3,851 New
PK
755
Pflug Koory
Nebraska
$346K
EMG
756
Ellington Management Group
Connecticut
$346K +$333K +3,800 New
TFA
757
Transamerica Financial Advisors
Florida
$345K +$330K +3,766 +31,383%
SC
758
Savant Capital
Illinois
$344K +$5.26K +60 +2%
TFS
759
Thoroughbred Financial Services
Tennessee
$343K +$58.9K +672 +22%
HCM
760
Hengehold Capital Management
Ohio
$341K
PIP
761
Peachtree Investment Partners
Florida
$340K
JT
762
Jump Trading
Illinois
$340K +$40.7K +465 +14%
ACM
763
AlphaCrest Capital Management
New York
$338K +$61.7K +704 +23%
TNBTD
764
Trustmark National Bank Trust Department
Mississippi
$331K
AIM
765
Arcadia Investment Management
Michigan
$328K -$43.8K -500 -12%
ONB
766
Old National Bancorp
Indiana
$327K -$53K -605 -14%
MSAM
767
Moloney Securities Asset Management
Missouri
$326K +$32.2K +368 +11%
BWM
768
Biltmore Wealth Management
Arizona
$325K +$313K +3,567 New
SAM
769
Silvercrest Asset Management
New York
$319K -$32.4K -370 -10%
RG
770
Rathbones Group
United Kingdom
$319K
PTC
771
Provident Trust Company
Wisconsin
$317K
IIM
772
Ipswich Investment Management
Massachusetts
$315K
CC
773
Chicago Capital
Illinois
$314K +$301K +3,440 New
ESB
774
Essex Savings Bank
Connecticut
$313K +$107K +1,217 +55%
AW
775
Alpha Windward
Massachusetts
$311K -$2.28K -26 -0.9%

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.