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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
826
Winslow Evans & Crocker
Massachusetts
$22K
LFA
827
Legacy Financial Advisors
Kentucky
$20K
PFBT
828
Parkside Financial Bank & Trust
Missouri
$20K +$1.23K +17 +6%
QCIG
829
Quad-Cities Investment Group
Iowa
$20K +$19.8K +272 New
GWS
830
Glassman Wealth Services
Virginia
$16K
PW
831
Price Wealth
Texas
$16K +$9.51K +131 +160%
WA
832
WealthTrust-Arizona
Arizona
$15K -$1.23K -17 -8%
FGAM
833
Financial Gravity Asset Management
Texas
$15K -$799 -11 -6%
AWM
834
Aevitas Wealth Management
Massachusetts
$15K
EARNEST Partners
835
EARNEST Partners
Georgia
$15K
ME
836
McIlrath & Eck
Washington
$15K
EFSCE
837
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$1.81K +25 +14%
BCA
838
Bay Colony Advisors
Massachusetts
$15K +$14.5K +200 New
PCP
839
Proficio Capital Partners
Massachusetts
$14K
JA
840
JOYN Advisors
Georgia
$14K +$12.4K +171 +777%
Simplex Trading
841
Simplex Trading
Illinois
$14K +$14.7K +202 New
PCM
842
Poehling Capital Management
Wisconsin
$13K
WTB
843
Washington Trust Bank
Washington
$12K
CF
844
Centaurus Financial
California
$12K +$11.8K +162 New
WPA
845
West Paces Advisors
Georgia
$11.1K
CCM
846
Covington Capital Management
California
$11K
GFP
847
Gryphon Financial Partners
Ohio
$11K
PSC
848
Prentiss Smith & Co
Vermont
$11K
TL
849
TrueWealth LLC
Georgia
$11K
AA
850
Apriem Advisors
California
$11K +$10.9K +150 New

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.