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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
801
Carroll Financial Associates
North Carolina
$56K +$6.83K +94 +14%
GRP
802
Global Retirement Partners
California
$54K
VCM
803
Versant Capital Management
Arizona
$54K +$218 +3 +0.4%
ADL
804
Asset Dedication LLC
California
$52K +$73 +1 +0.1%
OIA
805
Optimum Investment Advisors
Illinois
$52K +$7.26K +100 +17%
PO
806
Private Ocean
California
$47K
Capstone Investment Advisors
807
Capstone Investment Advisors
New York
$46K +$45K +620 New
CPIG
808
Chicago Partners Investment Group
Illinois
$42K -$30.5K -420 -43%
CG
809
Cutler Group
California
$38K -$14.5K -200 -28%
NSB
810
Norway Savings Bank
Maine
$37K -$2.18K -30 -6%
AWM
811
Avondale Wealth Management
Texas
$37K
MSE
812
MUFG Securities EMEA
United Kingdom
$34K +$33.3K +459 New
GAM
813
Gemmer Asset Management
California
$32K
SFSIG
814
San Francisco Sentry Investment Group
California
$31K -$73 -1 -0.2%
MPPLM
815
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$30K -$2.18K -30 -7%
M
816
MOTCO
Texas
$30K
NCM
817
Nelson Capital Management
California
$30K
Rockefeller Capital Management
818
Rockefeller Capital Management
New York
$30K +$29.5K +406 New
PCG
819
Private Capital Group
Connecticut
$29K -$436 -6 -1%
RFA
820
Reilly Financial Advisors
California
$29K
DWA
821
Divergent Wealth Advisors
Utah
$27K -$2.61K -36 -9%
WOC
822
West Oak Capital
California
$25.9K
FPFS
823
First Personal Financial Services
North Carolina
$23K
NWM
824
Northwest Wealth Management
Iowa
$23K
TFO
825
Tarbox Family Office
California
$23K

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.