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FISV

Fiserv Inc

748 hedge funds and large institutions have $20.4B invested in Fiserv Inc in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 203 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

177.08% more ownership

Funds ownership: 0%177.08% (+177%)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

9% more capital invested

Capital invested by funds: $18.8B → $20.4B (+$1.63B)

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

1% less funds holding

Funds holding: 752748 (-4)

41% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 346

64% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $48.2M

Holders
748
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1%
New
82
Increased
203
Reduced
346
Closed
76
Calls
$17.2M
Puts
$48.2M
Net Calls
-$31.1M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BOH
801
Bank of Hawaii
Hawaii
-$343K -6,890 Closed
CI
802
Cavalier Investments
Georgia
-$338K -6,800 Closed
HIC
803
Hartline Investment Corp
Illinois
-$271K -5,454 Closed
EGM
804
Engineers Gate Manager
New York
-$269K -5,400 Closed
QAM
805
Quantres Asset Management
Cayman Islands
-$269K -5,400 Closed
EP
806
Edgestream Partners
New Jersey
-$266K -5,356 Closed
FMBTD
807
First Midwest Bank Trust Division
Illinois
-$249K -5,016 Closed
ONB
808
Old National Bancorp
Indiana
-$227K -4,574 Closed
LCM
809
Laurion Capital Management
New York
-$223K -4,474 Closed
AWA
810
AmeriServ Wealth Advisors
Pennsylvania
-$220K -4,400 Closed
EFS
811
Essex Financial Services
Connecticut
-$204K -4,104 Closed
FANJ
812
Financial Architects (New Jersey)
New Jersey
-$127K -2,558 Closed
TG
813
TLP Group
Illinois
-$124K -2,500 Closed
BAM
814
Brave Asset Management
New Jersey
-$80K -1,600 Closed
S
815
SignatureFD
Georgia
-$67K -1,348 Closed
GS
816
GAM Systematic
United Kingdom
-$63K -1,274 Closed
WEC
817
Winslow Evans & Crocker
Massachusetts
-$49.7K -1,000 Closed
JCM
818
Jacobi Capital Management
Pennsylvania
-$40K -800 Closed
HMS
819
Hanseatic Management Services
New Mexico
-$24K -486 Closed
PHK
820
Point72 Hong Kong
Hong Kong
-$20K -410 Closed
MUS
821
Mitsubishi UFJ Securities
Japan
-$19K -380 Closed
BGIM
822
Brandywine Global Investment Management
Pennsylvania
-$13K -256 Closed
IWMPD
823
Integrated Wealth Management (Palm Desert)
California
-$8K -162 Closed
HCM
824
Herndon Capital Management
Georgia
-$2K -40 Closed
GWS
825
Glassman Wealth Services
Virginia
+$411 +8 New

FISV Hedge Fund Activity: Q4 2016 in Review

748 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2016, worth a combined $20.4B — up 8.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 76 closed out — a net gain of 6 holders — while 203 added to existing stakes and 346 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q4 2016, down from 752 in Q3 2016.
  • Funds reported $20.4B of Fiserv Inc stock for Q4 2016, up 8.7% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q4 2016 and 76 closed out, a net change of +6 holders.
  • The largest Fiserv Inc buyer in Q4 2016 was T. Rowe Price Associates, an estimated $487M added.
  • The largest Fiserv Inc seller in Q4 2016 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2016.