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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
DP
851
Dearborn Partners
Illinois
$219K
FWM
852
Fairhaven Wealth Management
Illinois
$219K
HFBOT
853
Home Federal Bank of Tennessee
Tennessee
$219K
MSFP
854
Mark Sheptoff Financial Planning
Connecticut
$217K
TIA
855
Tandem Investment Advisors
South Carolina
$216K -$144K -1,645 -41%
CAW
856
Cornerstone Advisors (Washington)
Washington
$214K +$9.2K +105 +5%
GC
857
Gilbert & Cook
Iowa
$213K -$29.6K -338 -13%
LC
858
LCNB Corp
Ohio
$213K
CFG
859
Cooper Financial Group
California
$212K +$204K +2,331 New
AWA
860
Arete Wealth Advisors
Illinois
$211K
PP
861
Paloma Partners
Connecticut
$209K -$582K -6,643 -74%
FNT
862
First National Trust
Pennsylvania
$209K -$4.38K -50 -2%
PCA
863
Personal Capital Advisors
California
$208K +$200K +2,281 New
WA
864
WBH Advisory
Maryland
$207K -$3.07K -35 -2%
CCM
865
Carlson Capital Management
Minnesota
$206K -$26.3K -300 -12%
First Manhattan
866
First Manhattan
New York
$205K
PFGIA
867
Patriot Financial Group Insurance Agency
Massachusetts
$204K
TIS
868
Tortoise Index Solutions
Kansas
$204K +$12.4K +141 +7%
Acadian Asset Management
869
Acadian Asset Management
Massachusetts
$202K
NAM
870
NTV Asset Management
West Virginia
$201K +$193K +2,200 New
NFG
871
Next Financial Group
Texas
$194K +$30.1K +343 +19%
PA
872
Parallel Advisors
California
$193K +$8.5K +97 +5%
TSW
873
Thompson Siegel & Walmsley
Virginia
$191K
CFB
874
Cullen/Frost Bankers
Texas
$187K +$52.6K +600 +41%
WG
875
Welch Group
Alabama
$182K

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.