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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
826
Lenox Wealth Management
Ohio
$5K
Carson Wealth (CWM LLC)
827
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.81K +28 +52%
GRP
828
Global Retirement Partners
California
$5K +$4.52K +70 New
AAP
829
Arax Advisory Partners
Colorado
$4K
AWA
830
Acorn Wealth Advisors
Michigan
$4K +$3.62K +56 New
WAM
831
Watermark Asset Management
California
$3K
TIM
832
Tortoise Investment Management
New York
$3K +$3.1K +48 New
MPPLM
833
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3K +$3.23K +50 New
CCT
834
Capital City Trust
Florida
$2.94K -$255K -3,942 -8%
OFW
835
Omnia Family Wealth
Florida
$2K
GEA
836
Glen Eagle Advisors
New Jersey
$1.84K -$129 -2 -7%
AC
837
Avestar Capital
New York
$1K +$1.16K +18 New
Walleye Trading
838
Walleye Trading
New York
$810 +$798K +12,358 New
ED
839
Exane Derivatives
France
$131 -$9.04K -140 -99%
PCG
840
Private Capital Group
Connecticut
$26 +$26.1K +404 New
NFA
841
Nationwide Fund Advisors
Ohio
-$59.8M -926,880 Closed
BA
842
Boston Advisors
Massachusetts
-$21.1M -327,040 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
843
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$11.2M -174,328 Closed
CCM
844
Channing Capital Management
Illinois
-$5.09M -78,946 Closed
UFF
845
USA Financial Formulas
Michigan
-$3.29M -51,090 Closed
AL
846
AJO LP
Pennsylvania
-$2.38M -36,942 Closed
NLI
847
Nippon Life Insurance
Japan
-$1.84M -28,612 Closed
PP
848
Paloma Partners
Connecticut
-$1.72M -26,598 Closed
CTI
849
Community Trust & Investment
Kentucky
-$1.67M -25,900 Closed
UAM
850
UAS Asset Management
New York
-$1.16M -18,000 Closed

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.