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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
801
Proficio Capital Partners
Massachusetts
$12K +$1.68K +26 +16%
FGC
802
Financial Gravity Companies
Texas
$12K +$10.6K +164 New
GBT
803
Grove Bank & Trust
Florida
$11K
WTB
804
Washington Trust Bank
Washington
$11K
PCM
805
Poehling Capital Management
Wisconsin
$11K +$11K +170 New
BBA
806
Braun-Bostich & Associates
Pennsylvania
$11K +$11.1K +172 New
CCM
807
Covington Capital Management
California
$10K
PSC
808
Prentiss Smith & Co
Vermont
$10K
GFP
809
Gryphon Financial Partners
Ohio
$10K +$9.17K +142 New
TL
810
TrueWealth LLC
Georgia
$10K +$9.43K +146 New
PW
811
Price Wealth
Texas
$10K +$10.6K +164 New
WPA
812
West Paces Advisors
Georgia
$9.84K
CB
813
Community Bank
New York
$9K +$8.52K +132 New
RPC
814
Rossmore Private Capital
Connecticut
$8.52K +$8.39K +130 New
HWM
815
Holloway Wealth Management
Florida
$8K
CAL
816
Capital Advisors Ltd
Ohio
$7K
TWA
817
TCI Wealth Advisors
Arizona
$7K
OFS
818
Orrstown Financial Services
Pennsylvania
$7K +$6.84K +106 New
PHK
819
Point72 Hong Kong
Hong Kong
$7K +$6.84K +106 New
CTA
820
Carillon Tower Advisers
Florida
$6.54K +$6.44M +99,718 New
Canada Pension Plan Investment Board
821
Canada Pension Plan Investment Board
Ontario, Canada
$6K -$8.68M -134,400 -100%
WAP
822
Wealthcare Advisory Partners
Pennsylvania
$6K +$1.68K +26 +43%
SWA
823
Sutton Wealth Advisors
Florida
$5.25K
FMP
824
Financial Management Professionals
Texas
$5K
HIM
825
Hillsdale Investment Management
Ontario, Canada
$5K

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.