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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
826
Janney Capital Management
Pennsylvania
$215K +$201K +2,440 New
HI
827
Horizon Investments
North Carolina
$213K -$2.49M -30,157 -93%
BPB
828
Badgley, Phelps & Bell
Washington
$212K +$198K +2,400 New
DP
829
Dearborn Partners
Illinois
$212K +$198K +2,400 New
FBC
830
Fairfield, Bush & Co
Connecticut
$212K +$198K +2,400 New
FWM
831
Fairhaven Wealth Management
Illinois
$212K +$198K +2,400 New
HFBOT
832
Home Federal Bank of Tennessee
Tennessee
$212K +$198K +2,400 New
SNBOSD
833
Security National Bank of So Dak
Iowa
$211K +$197K +2,389 New
GW
834
GW & Wade
Massachusetts
$211K +$197K +2,391 New
MSFP
835
Mark Sheptoff Financial Planning
Connecticut
$210K
BFEC
836
Benjamin F. Edwards & Company
Missouri
$210K +$2.31K +28 +1%
ECM
837
Evergreen Capital Management
Washington
$209K +$195K +2,364 New
FNT
838
First National Trust
Pennsylvania
$207K +$193K +2,340 New
LC
839
LCNB Corp
Ohio
$206K -$41.3K -501 -18%
DCM
840
Donaldson Capital Management
Indiana
$206K +$192K +2,331 New
AWA
841
Arete Wealth Advisors
Illinois
$204K +$191K +2,312 New
WPW
842
Waldron Private Wealth
Pennsylvania
$203K +$190K +2,307 New
WA
843
WBH Advisory
Maryland
$203K +$191K +2,309 New
First Manhattan
844
First Manhattan
New York
$198K
CAW
845
Cornerstone Advisors (Washington)
Washington
$198K +$110K +1,339 +148%
Acadian Asset Management
846
Acadian Asset Management
Massachusetts
$196K
ESB
847
Essex Savings Bank
Connecticut
$196K +$578 +7 +0.3%
PFGIA
848
Patriot Financial Group Insurance Agency
Massachusetts
$192K
TCOV
849
Trust Company of Vermont
Vermont
$188K +$6.44K +78 +4%
TIS
850
Tortoise Index Solutions
Kansas
$186K +$173K +2,102 New

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.