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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
801
Independent Advisor Alliance
North Carolina
$241K +$226K +2,733 New
SSB
802
Sandy Spring Bank
Maryland
$240K
PP
803
Palladium Partners
Virginia
$239K -$1.65K -20 -0.7%
AC
804
Alexandria Capital
Virginia
$238K -$2.81K -34 -1%
PCMC
805
Private Capital Management (Colorado)
Colorado
$238K +$223K +2,700 New
LOAMS
806
Lombard Odier Asset Management (Switzerland)
Switzerland
$237K +$221K +2,680 New
GC
807
Gilbert & Cook
Iowa
$236K +$221K +2,678 New
KeyBank National Association
808
KeyBank National Association
Ohio
$233K -$62.5K -758 -22%
BDF
809
Balasa Dinverno & Foltz
$233K +$217K +2,634 New
HW
810
Hancock Whitney
Mississippi
$230K -$14.6M -176,741 -99%
CL
811
CPWM LLC
Washington
$229K +$214K +2,589 New
FIB
812
First Interstate Bank
Montana
$228K +$4.46K +54 +2%
GIM
813
Greenwich Investment Management
Connecticut
$226K -$106K -1,283 -33%
CCM
814
Carlson Capital Management
Minnesota
$226K +$211K +2,560 New
SCA
815
Snowden Capital Advisors
New York
$225K +$210K +2,550 New
WTC
816
WhitTier Trust Company
Nevada
$224K
MHC
817
Meyer Handelman Company
New York
$224K +$215K +2,600 New
FAAS
818
First Allied Advisory Services
California
$223K +$205K +2,484 New
RTS
819
Round Table Services
New Jersey
$222K +$208K +2,519 New
SWA
820
Stratos Wealth Advisors
Ohio
$221K +$206K +2,500 New
CT
821
Coastline Trust
Rhode Island
$221K +$207K +2,510 New
AIL
822
AGF Investments LLC
Ontario, Canada
$219K +$60.4K +732 +42%
NA
823
NewEdge Advisors
Louisiana
$216K +$202K +2,450 New
Canada Pension Plan Investment Board
824
Canada Pension Plan Investment Board
Ontario, Canada
$215K +$192K +2,322 +2,111%
WS
825
Wedbush Securities
California
$215K +$201K +2,430 New

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.