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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AS
801
Altshuler Shaham
Israel
$26K +$25.5K +363 +125%
WOC
802
West Oak Capital
California
$25K
DSN
803
D. Scott Neal
Kentucky
$24K
FPFS
804
First Personal Financial Services
North Carolina
$22K
MOS
805
MGO One Seven
Ohio
$22K
TFO
806
Tarbox Family Office
California
$22K
NWM
807
Northwest Wealth Management
Iowa
$22K +$21.4K +304 New
Qube Research & Technologies (QRT)
808
Qube Research & Technologies (QRT)
United Kingdom
$22K +$22.4K +319 New
WEC
809
Winslow Evans & Crocker
Massachusetts
$21.1K
CPP
810
Crow Point Partners
Massachusetts
$20K -$288K -4,094 -94%
BBA
811
Braun-Bostich & Associates
Pennsylvania
$20K +$7.45K +106 +62%
PFBT
812
Parkside Financial Bank & Trust
Missouri
$19K
LFA
813
Legacy Financial Advisors
Kentucky
$18K
APP
814
Avantax Planning Partners
Iowa
$17K +$17.2K +244 New
WA
815
WealthTrust-Arizona
Arizona
$16K -$281 -4 -2%
EARNEST Partners
816
EARNEST Partners
Georgia
$15K
GWS
817
Glassman Wealth Services
Virginia
$15K
AWM
818
Aevitas Wealth Management
Massachusetts
$14K
ME
819
McIlrath & Eck
Washington
$14K
PCP
820
Proficio Capital Partners
Massachusetts
$14K +$563 +8 +4%
FGC
821
Financial Gravity Companies
Texas
$14K +$2.53K +36 +22%
FGAM
822
Financial Gravity Asset Management
Texas
$14K +$14.1K +200 New
AIL
823
AGF Investments LLC
Ontario, Canada
$14K +$14.5K +206 New
EFSCE
824
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
PCM
825
Poehling Capital Management
Wisconsin
$12K

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.