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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
801
Biltmore Family Office
North Carolina
$273K
FFBTD
802
First Financial Bank - Trust Division
Ohio
$273K
FNFDCM
803
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$273K
KFGK
804
Keystone Financial Group (Kentucky)
Kentucky
$272K
DIA
805
Dana Investment Advisors
Wisconsin
$271K
KeyBank National Association
806
KeyBank National Association
Ohio
$269K +$27.6K +315 +12%
PCM
807
Price Capital Management
Louisiana
$268K +$254K +2,900 New
LBC
808
Lawrence B. Cohen
$267K -$25.4K -290 -9%
WJA
809
Williams Jones & Associates
New York
$263K -$9.64K -110 -4%
JWM
810
JGP Wealth Management
Oregon
$263K
FMT
811
First Mercantile Trust
Tennessee
$257K -$8.32K -95 -3%
HIC
812
Holderness Investments Company
North Carolina
$255K
CFS
813
CRA Financial Services
New Jersey
$255K +$245K +2,794 New
H
814
HoyleCohen
California
$254K
SSB
815
Sandy Spring Bank
Maryland
$254K +$5.7K +65 +2%
JA
816
JLB & Associates
Michigan
$252K
IAA
817
Independent Advisor Alliance
North Carolina
$251K +$1.31K +15 +0.5%
TCOV
818
Trust Company of Vermont
Vermont
$249K +$53.4K +609 +29%
PP
819
Palladium Partners
Virginia
$247K
FHC
820
First Heartland Consultants
Missouri
$246K -$8.24K -94 -3%
AC
821
Alexandria Capital
Virginia
$246K
PCMC
822
Private Capital Management (Colorado)
Colorado
$246K
WS
823
Wedbush Securities
California
$246K +$23.1K +264 +11%
Brown Advisory
824
Brown Advisory
Maryland
$245K -$1.41M -16,036 -86%
LOAMS
825
Lombard Odier Asset Management (Switzerland)
Switzerland
$244K

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.