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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
776
Simon Quick Advisors
New Jersey
$91K -$87.1K -1,200 -49%
CAPTRUST Financial Advisors
777
CAPTRUST Financial Advisors
North Carolina
$90K -$10.9K -150 -11%
TF
778
Tompkins Financial
New York
$89K
SIAS
779
Shine Investment Advisory Services
Colorado
$84K +$7.33K +101 +10%
GLI
780
Guardian Life Insurance
New York
$84K +$12.6K +174 +18%
JFA
781
JNBA Financial Advisors
Minnesota
$83K
SLF
782
Sun Life Financial
Ontario, Canada
$82K +$70.8K +975 +722%
FC
783
Ferris Capital
Massachusetts
$77K
TG
784
TLP Group
Illinois
$76K -$241K -3,317 -76%
PFGIA
785
Patriot Financial Group Insurance Agency
Massachusetts
$76K
Fuller & Thaler Asset Management
786
Fuller & Thaler Asset Management
California
$74K
SBL
787
Sargent Bickham Lagudis
Colorado
$74K
KA
788
Kaizen Advisory
Illinois
$73K +$42.3K +583 +145%
IFAM
789
Institutional & Family Asset Management
Colorado
$71K
Qube Research & Technologies (QRT)
790
Qube Research & Technologies (QRT)
United Kingdom
$71K +$46.3K +638 +200%
BWM
791
BerganKDV Wealth Management
Minnesota
$68K +$66.7K +918 New
HL
792
Harding Loevner
New Jersey
$67K
IP
793
Isthmus Partners
Wisconsin
$67K
IA
794
IFP Advisors
Florida
$67K +$45.5K +627 +222%
NIM
795
NuWave Investment Management
New Jersey
$64K +$62.7K +863 New
AF
796
Allworth Financial
California
$61K -$145 -2 -0.2%
QAM
797
QCI Asset Management
New York
$61K
1832 Asset Management
798
1832 Asset Management
Ontario, Canada
$58K
QCG
799
Quadrant Capital Group
Ohio
$57K
CAW
800
Cornerstone Advisors (Washington)
Washington
$56K +$1.02K +14 +2%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.