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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
C
776
Cerebellum
California
$56K +$54.9K +780 New
1832 Asset Management
777
1832 Asset Management
Ontario, Canada
$53K -$35.2K -500 -40%
CAW
778
Cornerstone Advisors (Washington)
Washington
$53K
QCG
779
Quadrant Capital Group
Ohio
$53K +$2.25K +32 +4%
VCM
780
Versant Capital Management
Arizona
$52K
GRP
781
Global Retirement Partners
California
$52K +$46.1K +656 +937%
CG
782
Cutler Group
California
$51K -$28.1K -400 -36%
ADL
783
Asset Dedication LLC
California
$50K
CFA
784
Carroll Financial Associates
North Carolina
$47K +$4.64K +66 +11%
PO
785
Private Ocean
California
$45K +$44.7K +636 New
OIA
786
Optimum Investment Advisors
Illinois
$43K +$42.2K +600 New
IWM
787
IHT Wealth Management
Illinois
$42K -$120K -1,700 -74%
NSB
788
Norway Savings Bank
Maine
$38K -$1.41K -20 -4%
IA
789
IFP Advisors
Florida
$37K -$19.8K -282 -50%
AWM
790
Avondale Wealth Management
Texas
$35K
GAM
791
Gemmer Asset Management
California
$31K
MPPLM
792
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$31K +$27.2K +387 +774%
JAM
793
Jolley Asset Management
North Carolina
$31K +$30.7K +436 New
SFSIG
794
San Francisco Sentry Investment Group
California
$30K
PCG
795
Private Capital Group
Connecticut
$29K -$141 -2 -0.5%
KA
796
Kaizen Advisory
Illinois
$29K
M
797
MOTCO
Texas
$29K
NCM
798
Nelson Capital Management
California
$29K
RFA
799
Reilly Financial Advisors
California
$28K +$27.3K +388 New
DWA
800
Divergent Wealth Advisors
Utah
$28K +$27.8K +396 New

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.