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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
826
NWAM LLC
Washington
$242K -$27K -308 -10%
CAC
827
Certified Advisory Corp
Florida
$241K +$105K +1,200 +83%
BDF
828
Balasa Dinverno & Foltz
$240K
SCA
829
Snowden Capital Advisors
New York
$238K +$5.43K +62 +2%
CIC
830
Carnegie Investment Counsel
Ohio
$238K -$11.8K -135 -5%
FAAS
831
First Allied Advisory Services
California
$238K +$11K +125 +5%
MHC
832
Meyer Handelman Company
New York
$237K
DCM
833
Donaldson Capital Management
Indiana
$237K +$23.5K +268 +11%
ODG
834
O'Dell Group
Ohio
$237K +$228K +2,600 New
FMWA
835
Forvis Mazars Wealth Advisors
Missouri
$236K -$64.8K -739 -22%
CL
836
CPWM LLC
Washington
$236K
FIB
837
First Interstate Bank
Montana
$235K
GIM
838
Greenwich Investment Management
Connecticut
$234K
WTC
839
WhitTier Trust Company
Nevada
$231K
SCA
840
Stonebridge Capital Advisors
Minnesota
$230K +$221K +2,520 New
SWA
841
Stratos Wealth Advisors
Ohio
$228K
DACG
842
Donor Advised Charitable Giving
California
$227K +$218K +2,485 New
OPA
843
Old Port Advisors
Maine
$225K -$39.5K -451 -16%
CT
844
Coastline Trust
Rhode Island
$225K -$3.5K -40 -2%
JCM
845
Janney Capital Management
Pennsylvania
$222K
ECM
846
Evergreen Capital Management
Washington
$222K +$5.87K +67 +3%
SNBOSD
847
Security National Bank of So Dak
Iowa
$221K +$2.37K +27 +1%
BFEC
848
Benjamin F. Edwards & Company
Missouri
$220K +$3.07K +35 +1%
WP
849
WMS Partners
Maryland
$220K +$212K +2,414 New
BPB
850
Badgley, Phelps & Bell
Washington
$219K

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.