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FISV

Fiserv Inc
FISV

1,229 hedge funds and large institutions have $72.6B invested in Fiserv Inc in 2019 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 394 increasing their positions, 494 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 62

39% more call options, than puts

Call options by funds: $195M | Put options by funds: $141M

10% more capital invested

Capital invested by funds: $65.8B → $72.6B (+$6.75B)

9% more funds holding

Funds holding: 1,131 → 1,229 (+98)

1% more funds holding in top 10

Funds holding in top 10: 105 → 106 (+1)

1.18% less ownership

Funds ownership: 93.57% → 92.38% (-1.2%)

20% less repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 494

Holders
1,229
Holders Change
+98
Holders Change %
+8.66%
% of All Funds
24.21%
Holding in Top 10
106
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.95%
% of All Funds
2.09%
New
176
Increased
394
Reduced
494
Closed
62
Calls
$195M
Puts
$141M
Net Calls
+$54.6M
Net Calls Change
+$48.1M

Top Buyers

Rank Fund Capital Flow
1
ECU
Egerton Capital (UK)
United Kingdom
+$267M
2
BI
BlueSpruce Investments
Illinois
+$212M
3
Capital World Investors
Capital World Investors
California
+$166M
4
UIM
USS Investment Management
United Kingdom
+$120M
5
FAM
Fred Alger Management
New York
+$105M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$644M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$185M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$139M
4
BlackRock
BlackRock
New York
-$124M
5
GCM
Glenview Capital Management
New York
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
851
STALEY CAPITAL ADVISERS
Pennsylvania
$526K – – –
LFAS
852
Level Four Advisory Services
Texas
$525K +$34.2K +310 +7%
TFS
853
Thoroughbred Financial Services
Tennessee
$523K +$8.72K +79 +2%
CCM
854
Condor Capital Management
New Jersey
$520K – – –
NA
855
NewEdge Advisors
Louisiana
$513K +$113K +1,026 +30%
KWA
856
KCS Wealth Advisory
California
$506K – – –
AF
857
Arrow Financial
New York
$504K -$55.2K -500 -10%
EAM
858
Eukles Asset Management
Ohio
$502K +$12.1K +110 +3%
LS
859
Livforsakringsbolaget Skandia
Sweden
$499K -$276K -2,500 -37%
BP
860
Ballentine Partners
Massachusetts
$498K +$4.86K +44 +1%
FNBTCON
861
First National Bank & Trust Co of Newtown
Pennsylvania
$495K – – –
QSS
862
Quantitative Systematic Strategies
Florida
$490K -$2.5M -22,608 -84%
JAFL
863
Jay A. Fishman Ltd
Michigan
$483K – – –
ECM
864
ETrade Capital Management
Virginia
$479K +$457K +4,143 New
VIA
865
Vident Investment Advisory
Georgia
$476K -$45.3K -410 -9%
KA
866
Kintegral Advisory
New York
$472K – – –
ONB
867
Old National Bancorp
Indiana
$472K +$27.4K +248 +6%
DCM
868
Donaldson Capital Management
Indiana
$471K +$94.7K +858 +27%
MIH
869
Meitav Investment House
Israel
$470K +$43.3K +392 +11%
FHC
870
First Heartland Consultants
Missouri
$468K +$142K +1,284 +46%
PK
871
Pflug Koory
Nebraska
$467K – – –
TIA
872
Tandem Investment Advisors
South Carolina
$467K +$192K +1,735 +75%
MSAM
873
Moloney Securities Asset Management
Missouri
$466K +$31.2K +283 +8%
ECM
874
Evergreen Capital Management
Washington
$465K +$176K +1,594 +66%
RC
875
RBF Capital
California
$463K – – –
33 34
35
36 37

FISV Hedge Fund Activity: Q4 2019 in Review

1,229 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2019, worth a combined $72.6B — up 10% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new FISV positions and 62 closed out — a net gain of 114 holders — while 394 added to existing stakes and 494 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $267M. The largest seller was Invesco, cutting an estimated $644M.

  • 1,229 institutional investors held Fiserv Inc (FISV) as of Q4 2019, up from 1,131 in Q3 2019.
  • Funds reported $72.6B of Fiserv Inc stock for Q4 2019, up 10% quarter-over-quarter.
  • 176 funds opened new Fiserv Inc positions in Q4 2019 and 62 closed out, a net change of +114 holders.
  • The largest Fiserv Inc buyer in Q4 2019 was Egerton Capital (UK), an estimated $267M added.
  • The largest Fiserv Inc seller in Q4 2019 was Invesco, an estimated $644M sold.

Based on aggregated 13F filings for Q4 2019.