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FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
826
Washington Trust Bank
Washington
$12K
CCM
827
Covington Capital Management
California
$11K
PSC
828
Prentiss Smith & Co
Vermont
$11K
MYIA
829
Mount Yale Investment Advisors
Colorado
$11K +$11K +156 New
WPA
830
West Paces Advisors
Georgia
$10.7K
GFP
831
Gryphon Financial Partners
Ohio
$10K
TL
832
TrueWealth LLC
Georgia
$10K
BFC
833
Bedel Financial Consulting
Indiana
$10K +$9.56K +136 New
CHP
834
Cable Hill Partners
Oregon
$9K -$8.58K -122 -50%
CB
835
Community Bank
New York
$9K
HWM
836
Holloway Wealth Management
Florida
$9K
CCM
837
Cribstone Capital Management
Maine
$8K -$737K -10,484 -99%
OFS
838
Orrstown Financial Services
Pennsylvania
$8K
TWA
839
TCI Wealth Advisors
Arizona
$8K
MGIA
840
Moneta Group Investment Advisors
Missouri
$7K +$6.61K +94 +1,567%
CIA
841
Covington Investment Advisors
Pennsylvania
$6.7K +$45.4K +645 +0.7%
PW
842
Price Wealth
Texas
$6K -$5.77K -82 -50%
WAP
843
Wealthcare Advisory Partners
Pennsylvania
$6K -$422 -6 -7%
Canada Pension Plan Investment Board
844
Canada Pension Plan Investment Board
Ontario, Canada
$6K
FMP
845
Financial Management Professionals
Texas
$6K
AAP
846
Arax Advisory Partners
Colorado
$6K +$1.34K +19 +28%
TRCT
847
Tower Research Capital (TRC)
New York
$5K -$864K -12,289 -99%
LWM
848
Lenox Wealth Management
Ohio
$5K
AWA
849
Acorn Wealth Advisors
Michigan
$4K
FMA
850
FNY Managed Accounts
New York
$4K +$4.92K +70 New

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.