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FISV

Fiserv Inc

748 hedge funds and large institutions have $21.6B invested in Fiserv Inc in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.4B → $21.6B (+$1.22B)

0% more funds holding

Funds holding: 748748 (0)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

2.02% less ownership

Funds ownership: 177.08%175.06% (-2%)

27% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $34.2M

37% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 352

Holders
748
Holders Change
Holders Change %
0%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1%
New
59
Increased
223
Reduced
352
Closed
48
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
LP
776
LMR Partners
United Kingdom
-$267K -5,028 Closed
ASC
777
Atalanta Sosnoff Capital
New York
-$265K -4,980 Closed
GAM
778
Gotham Asset Management
New York
-$243K -4,580 Closed
HAG
779
HighPoint Advisor Group
Illinois
-$251K -4,294 Closed
CL
780
CPWM LLC
Washington
-$214K -4,018 Closed
PCM
781
Pointe Capital Management
Michigan
-$213K -4,000 Closed
AI
782
Atria Investments
North Carolina
-$209K -3,932 Closed
AP
783
Advisors Preferred
Maryland
-$147K -2,766 Closed
Parallax Volatility Advisers
784
Parallax Volatility Advisers
California
-$129K -2,292 Closed
BFEC
785
Benjamin F. Edwards & Company
Missouri
-$105K -1,972 Closed
PIA
786
Piedmont Investment Advisors
North Carolina
-$65.5K -1,232 Closed
AIM
787
Acrospire Investment Management
Illinois
-$53K -1,000 Closed
BWA
788
Burt Wealth Advisors
Maryland
-$21K -400 Closed
EF
789
Empirical Finance
Pennsylvania
-$12K -224 Closed
EARNEST Partners
790
EARNEST Partners
Georgia
-$11K -208 Closed
WTB
791
Washington Trust Bank
Washington
-$9K -166 Closed
AWM
792
AllSquare Wealth Management
New York
-$7K -138 Closed
PRS
793
Pinkerton Retirement Specialists
Idaho
-$5K -98 Closed
HR
794
Howe & Rusling
New York
-$4K -82 Closed
RWG
795
Regal Wealth Group
California
-$2K -44 Closed
VIA
796
Vantage Investment Advisors
Pennsylvania
-$2K -44 Closed
RWML
797
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$744 -14 Closed

FISV Hedge Fund Activity: Q1 2017 in Review

748 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2017, worth a combined $21.6B — up 6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FISV positions and 48 closed out — a net gain of 11 holders — while 223 added to existing stakes and 352 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55B. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $21.6B of Fiserv Inc stock for Q1 2017, up 6% quarter-over-quarter.
  • 59 funds opened new Fiserv Inc positions in Q1 2017 and 48 closed out, a net change of +11 holders.
  • The largest Fiserv Inc buyer in Q1 2017 was BlackRock, an estimated $1.55B added.
  • The largest Fiserv Inc seller in Q1 2017 was T. Rowe Price Associates, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2017.