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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
776
Livforsakringsbolaget Skandia
Sweden
$600K +$222K +2,000 +46%
OWA
777
Outlook Wealth Advisors
Texas
$600K +$702K +6,317 New
BWM
778
Buckley Wealth Management
Nevada
$599K -$29.4K -265 -4%
Diamond Hill Capital Management
779
Diamond Hill Capital Management
Ohio
$594K -$45K -405 -6%
IFWM
780
Institute for Wealth Management
Colorado
$591K -$13.7K -123 -2%
IIA
781
ICW Investment Advisors
Arizona
$591K +$23.3K +210 +3%
P
782
Pitcairn
Pennsylvania
$590K -$15.9K -143 -2%
EWM
783
Evermay Wealth Management
Virginia
$588K +$467K +4,206 +212%
MC
784
Moors & Cabot
Massachusetts
$580K -$374K -3,371 -36%
SW
785
SVB Wealth
Massachusetts
$578K -$31.8K -286 -4%
CAM
786
Cresset Asset Management
Illinois
$577K -$73.5K -662 -10%
BFM
787
Boston Financial Management
Massachusetts
$574K
PVH
788
Psagot Value Holdings
Israel
$570K -$351K -3,162 -34%
FC
789
FORA Capital
Florida
$570K -$202K -1,816 -23%
BFO
790
Biltmore Family Office
North Carolina
$570K
JMFC
791
J.M. Forbes & Co
Massachusetts
$568K -$10K -90 -1%
AGM
792
Alpine Global Management
New York
$566K +$662K +5,961 New
SPI
793
Santori & Peters Inc
Pennsylvania
$565K -$187K -1,687 -22%
ZB
794
Zions Bancorporation
Utah
$565K -$40.9K -368 -6%
HIA
795
Harbor Investment Advisory
Maryland
$561K +$9.66K +87 +1%
FNBOO
796
First National Bank of Omaha
Nebraska
$560K +$108K +973 +20%
VAS
797
Vestmark Advisory Solutions
Massachusetts
$559K +$654K +5,885 New
SAM
798
Strategy Asset Managers
California
$557K +$652K +5,872 New
MYAM
799
Meiji Yasuda Asset Management
Japan
$552K -$2.97M -26,760 -82%
GCC
800
Guardian Capital (Canada)
Ontario, Canada
$551K +$644K +5,800 New

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.