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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
801
Man Group
United Kingdom
$550K -$2.97M -26,754 -82%
CWG
802
C WorldWide Group
Denmark
$545K -$1.72M -15,495 -73%
Federated Hermes
803
Federated Hermes
Pennsylvania
$538K -$133K -1,198 -17%
GIA
804
Gateway Investment Advisers
Ohio
$537K +$12.2K +110 +2%
FSC
805
Full Sail Capital
Oklahoma
$536K +$63.5K +572 +13%
EFSCE
806
Enterprise Financial Services Corp (EFSC)
Missouri
$534K +$4.33K +39 +0.7%
CIP
807
Chartwell Investment Partners
Pennsylvania
$531K
OMC
808
Old Mission Capital
Illinois
$531K +$621K +5,589 New
AIA
809
Affinity Investment Advisors
California
$522K -$960K -8,641 -61%
RGC
810
Roberts, Glore & Co
Illinois
$519K -$2.78K -25 -0.5%
BFO
811
Boston Family Office
Massachusetts
$519K
PP
812
Prudential plc
United Kingdom
$514K +$84.8K +763 +16%
XM
813
XTX Markets
New York
$514K +$307K +2,763 +104%
EIA
814
Edgemoor Investment Advisors
Maryland
$509K
PTC
815
Private Trust Company
Ohio
$509K +$7.33K +66 +1%
LOAME
816
Lombard Odier Asset Management (Europe)
United Kingdom
$492K -$139K -1,250 -19%
DJSG
817
D.J. St. Germain
Massachusetts
$490K -$23.5K -212 -4%
TF
818
TLWM Financial
Texas
$490K +$2.67K +24 +0.5%
B
819
Barings
North Carolina
$489K +$572K +5,148 New
GVAG
820
Great Valley Advisor Group
Delaware
$478K
KeyBank National Association
821
KeyBank National Association
Ohio
$476K -$92.5K -833 -14%
TNA
822
True North Advisors
Texas
$474K +$555K +5,000 New
PJSIMP
823
P.J. Schmidt Investment Management (PJS)
Wisconsin
$468K -$1.11K -10 -0.2%
CCA
824
Checchi Capital Advisers
California
$467K -$68.9K -620 -11%
RIM
825
Rampart Investment Management
Connecticut
$465K -$753K -6,779 -58%

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.