We are live on ! Find out more
FISV

Fiserv Inc
FISV

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: 42 → 48 (+6)

2% more funds holding

Funds holding: 863 → 883 (+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

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$139M
2
JP Morgan Chase
JP Morgan Chase
New York
+$108M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$97.8M
4
Invesco
Invesco
Georgia
+$70.1M
5
BA
Boston Advisors
Massachusetts
+$27M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$222M
2
LP
Longview Partners
Guernsey
-$203M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
4
GC
Guggenheim Capital
Illinois
-$65.2M
5
Capital World Investors
Capital World Investors
California
-$50.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
851
Community Bank
New York
$10K – – –
AS
852
Altshuler Shaham
Israel
$9K -$17K -234 -36%
CHP
853
Cable Hill Partners
Oregon
$9K – – –
HWM
854
Holloway Wealth Management
Florida
$9K – – –
BFC
855
Bedel Financial Consulting
Indiana
$8K -$2.18K -30 -22%
CCM
856
Cribstone Capital Management
Maine
$8K – – –
TWA
857
TCI Wealth Advisors
Arizona
$8K – – –
CFC
858
Coyle Financial Counsel
Illinois
$8K +$7.7K +106 New
PHK
859
Point72 Hong Kong
Hong Kong
$7K -$72.7K -1,001 -92%
AAP
860
Arax Advisory Partners
Colorado
$7K +$581 +8 +9%
VCM
861
Vigilant Capital Management
Maine
$7K +$6.97K +96 New
FMP
862
Financial Management Professionals
Texas
$6K – – –
LWM
863
Lenox Wealth Management
Ohio
$6K – – –
WAP
864
Wealthcare Advisory Partners
Pennsylvania
$4K -$1.45K -20 -25%
TIM
865
Tortoise Investment Management
New York
$4K – – –
WAM
866
Watermark Asset Management
California
$4K – – –
HIM
867
Hillsdale Investment Management
Ontario, Canada
$4K +$726 +10 +25%
FIA
868
FNY Investment Advisers
New York
$4K +$4.5K +62 New
GCM
869
Gables Capital Management
Florida
$3K +$2.47K +34 New
FFW
870
Fusion Family Wealth
New York
$3K +$2.9K +40 New
NL
871
NVWM LLC
Pennsylvania
$3K +$3.05K +42 New
CA
872
Centerpoint Advisors
Massachusetts
$3K +$3.41K +47 New
RWML
873
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.52K – – –
GEA
874
Glen Eagle Advisors
New Jersey
$2.08K – – –
OFW
875
Omnia Family Wealth
Florida
$2K – – –
33 34
35
36 37

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.