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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
NSB
826
Norway Savings Bank
Maine
$37K
SFSIG
827
San Francisco Sentry Investment Group
California
$36K -$4.95K -64 -12%
AWM
828
Avondale Wealth Management
Texas
$36K
FCA
829
FinTrust Capital Advisors
South Carolina
$34K +$36.1K +467 New
MG
830
MilWealth Group
Wisconsin
$33.2K +$34.9K +452 New
GAM
831
Gemmer Asset Management
California
$32K
Rockefeller Capital Management
832
Rockefeller Capital Management
New York
$30K
JA
833
JOYN Advisors
Georgia
$30K +$13.9K +180 +80%
DWM
834
Destination Wealth Management
California
$30K +$31.7K +410 New
WAS
835
WESPAC Advisors SoCal
California
$30K +$32.5K +420 New
M
836
MOTCO
Texas
$29K
PCG
837
Private Capital Group
Connecticut
$29K
MOS
838
MGO One Seven
Ohio
$27K +$28.5K +369 New
WANY
839
Wealthspire Advisors (New York)
New York
$27K +$28.5K +369 New
QCG
840
Quadrant Capital Group
Ohio
$26K -$30.9K -400 -47%
AAMU
841
Amundi Asset Management US
Massachusetts
$24.5K +$1.4M +18,111 +6%
BCA
842
Berman Capital Advisors
Georgia
$24K +$26.4K +341 New
FPFS
843
First Personal Financial Services
North Carolina
$23K
TFO
844
Tarbox Family Office
California
$23K +$309 +4 +1%
O
845
Ossiam
France
$23K +$23.9K +309 New
WEC
846
Winslow Evans & Crocker
Massachusetts
$22K
MNBTD
847
Moody National Bank Trust Division
Texas
$22K +$22.6K +293 New
BTNA
848
Bremer Trust National Association
Minnesota
$21K +$22.4K +290 New
QCIG
849
Quad-Cities Investment Group
Iowa
$20K
PFBT
850
Parkside Financial Bank & Trust
Missouri
$19K -$618 -8 -3%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.