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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
776
Mission Wealth Management
California
$311K +$3.33K +38 +1%
FHB
777
First Hawaiian Bank
Hawaii
$310K +$252K +2,880 +556%
RJT
778
Raymond James Trust
Florida
$309K -$154K -1,761 -34%
AIL
779
AGF Investments LLC
Ontario, Canada
$309K +$79.2K +904 +36%
CGL
780
Clarius Group LLC
Washington
$304K +$22.3K +254 +8%
DIM
781
DC Investments Management
Virginia
$301K -$321K -3,659 -53%
RWA
782
Ropes Wealth Advisors
Massachusetts
$301K -$195K -2,222 -40%
SC
783
Sepio Capital
Utah
$300K
SBH
784
Segall Bryant & Hamill
Illinois
$297K +$9.9K +113 +4%
BCM
785
Bienville Capital Management
New York
$296K +$285K +3,250 New
GH
786
GAM Holding
Switzerland
$294K
WA
787
WESPAC Advisors
California
$292K -$250K -2,857 -47%
FQ
788
First Quadrant
California
$292K
PCMC
789
Paragon Capital Management (Colorado)
Colorado
$292K
PFPT
790
Pinnacle Financial Partners (Tennessee)
Tennessee
$292K +$16.3K +186 +6%
EH
791
Employers Holdings
Nevada
$292K +$280K +3,200 New
HI
792
Horizon Investments
North Carolina
$290K +$67.2K +767 +32%
CG
793
Cutler Group
California
$288K +$233K +2,660 +532%
HFM
794
Harvest Fund Management
China
$288K +$237K +2,700 +582%
PP
795
Pegasus Partners
Wisconsin
$286K
SYBT
796
Stock Yards Bank & Trust
Kentucky
$286K
SNBOSCI
797
Security National Bank of Sioux City Iowa
Iowa
$283K
1IA
798
1834 Investment Advisors
Wisconsin
$282K
AIM
799
Achmea Investment Management
Netherlands
$278K -$579K -6,605 -68%
FCM
800
Fairbanks Capital Management
California
$275K +$265K +3,021 New

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.