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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
776
San Francisco Sentry Investment Group
California
$28K -$13.9K -216 -34%
M
777
MOTCO
Texas
$26K
SMG
778
Spectrum Management Group
Indiana
$26K
NCM
779
Nelson Capital Management
California
$26K +$25.8K +400 New
KA
780
Kaizen Advisory
Illinois
$26K +$26K +402 New
WOC
781
West Oak Capital
California
$22.9K
DSN
782
D. Scott Neal
Kentucky
$22K
PVH
783
Psagot Value Holdings
Israel
$22K +$22K +340 New
FPFS
784
First Personal Financial Services
North Carolina
$21K +$20.3K +314 New
TFO
785
Tarbox Family Office
California
$20K
MOS
786
MGO One Seven
Ohio
$20K +$20K +310 New
WEC
787
Winslow Evans & Crocker
Massachusetts
$19.4K
AS
788
Altshuler Shaham
Israel
$19K +$18.7K +290 New
CAPTRUST Financial Advisors
789
CAPTRUST Financial Advisors
North Carolina
$18K +$18.2K +282 New
PFBT
790
Parkside Financial Bank & Trust
Missouri
$17K +$1.55K +24 +10%
CHP
791
Cable Hill Partners
Oregon
$16K
LFA
792
Legacy Financial Advisors
Kentucky
$16K +$16.7K +258 New
WA
793
WealthTrust-Arizona
Arizona
$15K
GWS
794
Glassman Wealth Services
Virginia
$14K +$12.9K +200 +1,429%
VFA
795
Valeo Financial Advisors
Indiana
$14K +$13.3K +206 New
EARNEST Partners
796
EARNEST Partners
Georgia
$14K +$13.4K +208 New
BFEC
797
Benjamin F. Edwards & Company
Missouri
$13K
AWM
798
Aevitas Wealth Management
Massachusetts
$13K +$12.9K +200 New
ME
799
McIlrath & Eck
Washington
$13K +$12.9K +200 New
EFSCE
800
Enterprise Financial Services Corp (EFSC)
Missouri
$12K

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.