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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
776
Stock Yards Bank & Trust
Kentucky
$278K +$259K +3,140 New
PP
777
Pegasus Partners
Wisconsin
$277K
SNBOSCI
778
Security National Bank of Sioux City Iowa
Iowa
$275K -$20.6K -250 -7%
1IA
779
1834 Investment Advisors
Wisconsin
$273K -$49.5K -600 -16%
TFS
780
Thoroughbred Financial Services
Tennessee
$273K +$10.7K +130 +4%
CGL
781
Clarius Group LLC
Washington
$272K +$254K +3,078 New
PFPT
782
Pinnacle Financial Partners (Tennessee)
Tennessee
$266K -$2.81K -34 -1%
ACM
783
AlphaCrest Capital Management
New York
$266K +$248K +3,009 New
BFO
784
Biltmore Family Office
North Carolina
$265K
FNFDCM
785
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$265K
WJA
786
Williams Jones & Associates
New York
$265K
BOC
787
Barbara Oil Co
Illinois
$265K +$248K +3,000 New
AW
788
Alpha Windward
Massachusetts
$264K -$21.7K -263 -8%
FFBTD
789
First Financial Bank - Trust Division
Ohio
$264K
DIA
790
Dana Investment Advisors
Wisconsin
$263K -$2.15M -26,057 -90%
KFGK
791
Keystone Financial Group (Kentucky)
Kentucky
$263K +$246K +2,982 New
NL
792
NWAM LLC
Washington
$261K
FMT
793
First Mercantile Trust
Tennessee
$257K -$132K -1,602 -36%
JWM
794
JGP Wealth Management
Oregon
$255K
OPA
795
Old Port Advisors
Maine
$251K -$1.65K -20 -0.7%
HIC
796
Holderness Investments Company
North Carolina
$247K
FHC
797
First Heartland Consultants
Missouri
$247K +$743 +9 +0.3%
H
798
HoyleCohen
California
$246K
JA
799
JLB & Associates
Michigan
$244K -$10.3K -125 -4%
CIC
800
Carnegie Investment Counsel
Ohio
$242K +$226K +2,741 New

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.