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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
MDCM
776
Morgan Dempsey Capital Management
Wisconsin
$132K
CAC
777
Certified Advisory Corp
Florida
$129K
AIL
778
AGF Investments LLC
Ontario, Canada
$129K +$88.7K +1,147 +190%
CBT
779
Capital Bank & Trust
California
$127K
RCAG
780
Rehmann Capital Advisory Group
Michigan
$127K -$2.78K -36 -2%
PA
781
Parallel Advisors
California
$125K +$9.12K +118 +7%
SG Americas Securities
782
SG Americas Securities
New York
$118K -$4.62M -59,773 -97%
PFO
783
Pathstone Family Office
New Jersey
$113K +$119K +1,536 New
DBT
784
Dubuque Bank & Trust
Iowa
$110K
BCI
785
Brinker Capital Investments
Pennsylvania
$107K
CAPTRUST Financial Advisors
786
CAPTRUST Financial Advisors
North Carolina
$106K +$8.5K +110 +8%
SIM
787
Sonora Investment Management
Arizona
$105K
CA
788
Claro Advisors
Massachusetts
$105K +$98.6K +1,276 New
SWA
789
Sutton Wealth Advisors
Florida
$105K
FHB
790
First Hawaiian Bank
Hawaii
$104K +$26.4K +342 +32%
IA
791
IFP Advisors
Florida
$98K -$130K -1,678 -56%
Twin Tree Management
792
Twin Tree Management
Texas
$89K +$94K +1,216 New
SQA
793
Simon Quick Advisors
New Jersey
$88K -$2.63K -34 -3%
SWM
794
SeaCrest Wealth Management
New York
$86K -$40K -518 -31%
GLI
795
Guardian Life Insurance
New York
$84K +$309 +4 +0.3%
TRCT
796
Tower Research Capital (TRC)
New York
$84K +$89.1K +1,152 New
SLF
797
Sun Life Financial
Ontario, Canada
$82K -$77 -1 -0.1%
KA
798
Kaizen Advisory
Illinois
$82K +$10.4K +135 +14%
JFA
799
JNBA Financial Advisors
Minnesota
$82K +$86.1K +1,114 New
SIAS
800
Shine Investment Advisory Services
Colorado
$81K -$696 -9 -0.8%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.