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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
GWS
851
Glassman Wealth Services
Virginia
$19K +$3.87K +50 +23%
CCM
852
Covington Capital Management
California
$16K +$5.1K +66 +44%
EARNEST Partners
853
EARNEST Partners
Georgia
$15K
EFSCE
854
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
ME
855
McIlrath & Eck
Washington
$15K
ER
856
Enlightenment Research
Florida
$15K +$15.5K +201 New
NCM
857
Nelson Capital Management
California
$15K +$16.2K +210 New
WA
858
WealthTrust-Arizona
Arizona
$14K -$309 -4 -2%
PCP
859
Proficio Capital Partners
Massachusetts
$14K
PWMG
860
Prestige Wealth Management Group
New Jersey
$14K +$14.9K +193 New
NWM
861
Northwest Wealth Management
Iowa
$13K -$9.66K -125 -41%
FGC
862
Financial Gravity Companies
Texas
$13K +$12.3K +159 New
CYG
863
Clean Yield Group
Vermont
$13K +$13.9K +180 New
CFA
864
Clarfeld Financial Advisors
New York
$13K +$14.1K +182 New
WTB
865
Washington Trust Bank
Washington
$12K
CHP
866
Cable Hill Partners
Oregon
$12K +$2.94K +38 +31%
WPA
867
West Paces Advisors
Georgia
$11K
AIM
868
Advantage Investment Management
Iowa
$11K
TL
869
TrueWealth LLC
Georgia
$11K
PWM
870
PRW Wealth Management
Massachusetts
$11K +$11.9K +154 New
AIA
871
Alera Investment Advisors
Illinois
$10K +$11K +142 New
TWA
872
TCI Wealth Advisors
Arizona
$9K +$1K +13 +12%
Canada Pension Plan Investment Board
873
Canada Pension Plan Investment Board
Ontario, Canada
$9K +$7.73K +100 +1,000%
Pacer Advisors
874
Pacer Advisors
Pennsylvania
$8K -$3.01M -38,889 -100%
CCM
875
Cribstone Capital Management
Maine
$8K -$7.88K -102 -49%

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.