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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
801
Bartlett & Co Wealth Management
Ohio
$77.2K
BC
802
Bartlett & Co
Ohio
$77K
FC
803
Ferris Capital
Massachusetts
$73K
SBL
804
Sargent Bickham Lagudis
Colorado
$73K
SOAMC
805
Spirit of America Management Corp
New York
$73K +$77.3K +1,000 New
LC
806
Lindbrook Capital
California
$72K +$76.5K +990 New
IFAM
807
Institutional & Family Asset Management
Colorado
$70K
WF
808
WealthTrust Fairport
Ohio
$69K -$15.5K -200 -18%
CAW
809
Cornerstone Advisors (Washington)
Washington
$67K +$11.3K +146 +19%
HL
810
Harding Loevner
New Jersey
$66K
Schroder Investment Management Group
811
Schroder Investment Management Group
United Kingdom
$65.7K +$14.5M +187,666 +27%
TF
812
Tompkins Financial
New York
$63K -$14.1K -182 -17%
AF
813
Allworth Financial
California
$61K
QAM
814
QCI Asset Management
New York
$61K
RFA
815
Reilly Financial Advisors
California
$58K
CFA
816
Carroll Financial Associates
North Carolina
$55K
BWM
817
BerganKDV Wealth Management
Minnesota
$54K -$13.9K -180 -20%
VCM
818
Versant Capital Management
Arizona
$53K
BCM
819
Banyan Capital Management
Georgia
$53K +$55.8K +722 New
ADL
820
Asset Dedication LLC
California
$51K
OIA
821
Optimum Investment Advisors
Illinois
$51K
PO
822
Private Ocean
California
$47K
FTI
823
Fiduciary Trust International
Massachusetts
$45K +$47.8K +618 New
LFA
824
Legacy Financial Advisors
Kentucky
$41K +$22.8K +295 +114%
GRP
825
Global Retirement Partners
California
$38K -$15.8K -205 -28%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.