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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
826
Miracle Mile Advisors
California
$465K +$544K +4,896 New
HC
827
Henshaw Capital
Massachusetts
$465K
CT
828
Caldwell Trust
Florida
$461K
Koshinski Asset Management
829
Koshinski Asset Management
Illinois
$459K +$21.5K +194 +4%
TIA
830
Tiemann Investment Advisors
California
$456K +$11.1K +100 +2%
MC
831
Middleton & Co
Massachusetts
$456K +$533K +4,800 New
NFG
832
Next Financial Group
Texas
$447K -$83.4K -751 -14%
FMBTD
833
First Midwest Bank Trust Division
Illinois
$447K -$5.55K -50 -1%
EAM
834
Eukles Asset Management
Ohio
$446K +$40.1K +361 +8%
CNBTD
835
Citizens National Bank Trust Department
Mississippi
$446K +$522K +4,700 New
EIP
836
Ellis Investment Partners
Pennsylvania
$442K +$5.78K +52 +1%
CIA
837
Capital Investment Advisors
Georgia
$440K -$2.67K -24 -0.5%
ST
838
Smithfield Trust
Pennsylvania
$440K
CGL
839
Clarius Group LLC
Washington
$440K +$11.6K +104 +2%
LFAS
840
Level Four Advisory Services
Texas
$438K +$12.3K +111 +2%
QCG
841
Quadrant Capital Group
Ohio
$438K +$327K +2,943 +175%
FNBOH
842
First National Bank of Hutchinson
Kansas
$436K -$17.1K -154 -3%
KA
843
Kintegral Advisory
New York
$436K +$57K +513 +13%
SCA
844
STALEY CAPITAL ADVISERS
Pennsylvania
$432K
MGIA
845
Moneta Group Investment Advisors
Missouri
$431K +$217K +1,951 +75%
IWC
846
Integrated Wealth Concepts
Massachusetts
$430K +$503K +4,531 New
CCM
847
Condor Capital Management
New Jersey
$427K
Rockefeller Capital Management
848
Rockefeller Capital Management
New York
$427K +$354K +3,188 +244%
CP
849
Cumberland Partners
Ontario, Canada
$427K +$500K +4,500 New
STA
850
Summit Trail Advisors
New York
$421K +$492K +4,432 New

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.