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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
BOM
851
Bank of Marin
California
$417K -$127K -1,145 -21%
VWM
852
Valley Wealth Managers
New Jersey
$416K -$126K -1,137 -21%
KWA
853
KCS Wealth Advisory
California
$416K
EI
854
Ethic Inc
New York
$416K +$192K +1,729 +65%
AIC
855
Argus Investors Counsel
New York
$415K +$486K +4,371 New
BWM
856
Biltmore Wealth Management
Arizona
$409K
MIA
857
MainStreet Investment Advisors
Illinois
$409K +$478K +4,307 New
BP
858
Ballentine Partners
Massachusetts
$408K -$1K -9 -0.2%
FNBTCON
859
First National Bank & Trust Co of Newtown
Pennsylvania
$407K
CCA
860
Covey Capital Advisors
Georgia
$404K -$527K -4,745 -53%
MSAM
861
Moloney Securities Asset Management
Missouri
$399K +$19.6K +176 +4%
JAFL
862
Jay A. Fishman Ltd
Michigan
$397K
MWM
863
Minot Wealth Management
Massachusetts
$396K -$152K -1,370 -25%
DCM
864
Donaldson Capital Management
Indiana
$396K +$10.4K +94 +2%
HFM
865
Harvest Fund Management
China
$393K +$55.9K +503 +14%
IC
866
IEQ Capital
California
$392K +$63.1K +568 +16%
WP
867
WMS Partners
Maryland
$389K +$200K +1,800 +78%
FHC
868
First Heartland Consultants
Missouri
$385K
PK
869
Pflug Koory
Nebraska
$384K
HAG
870
HighPoint Advisor Group
Illinois
$381K -$2.11M -18,966 -19%
RC
871
RBF Capital
California
$380K
SIA
872
Starfire Investment Advisers
Michigan
$379K
First Manhattan
873
First Manhattan
New York
$375K
CPO
874
Cerity Partners OCIO
New York
$374K -$55.5K -500 -11%
WMA
875
Wealth Management Associates
New Jersey
$371K +$26.7K +240 +7%

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.