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FISV

Fiserv Inc
FISV

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: 892 → 912 (+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: 51 → 47 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$139M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$98.3M
3
BlackRock
BlackRock
New York
+$69.4M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$65.4M
5
Capital International Investors
Capital International Investors
California
+$64.3M

Top Sellers

Rank Fund Capital Flow
1
SIG
Senator Investment Group
New York
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$126M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$97.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$72.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
876
Bedel Financial Consulting
Indiana
$8K – – –
HWM
877
Holloway Wealth Management
Florida
$8K – – –
CIA
878
CSat Investment Advisory
Michigan
$8K +$2.24K +29 +36%
TC
879
Trust Company
Kansas
$7K – – –
VCM
880
Vigilant Capital Management
Maine
$7K – – –
CAM
881
Close Asset Management
United Kingdom
$6K -$49.8M -644,680 -99%
PCM
882
Prelude Capital Management
New York
$6K -$127K -1,640 -95%
LWM
883
Lenox Wealth Management
Ohio
$6K – – –
BGIM
884
Brandywine Global Investment Management
Pennsylvania
$5K +$4.72K +61 New
TIM
885
Tortoise Investment Management
New York
$4K – – –
WAM
886
Watermark Asset Management
California
$4K – – –
WAP
887
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
OSAM
888
O'Shaughnessy Asset Management
Connecticut
$4K +$3.79K +49 New
AAP
889
Arax Advisory Partners
Colorado
$4K +$4.56K +59 New
APC
890
Aspire Private Capital
North Carolina
$4K +$4.64K +60 New
W
891
WealthOne
New York
$4K +$4.64K +60 New
CA
892
Centerpoint Advisors
Massachusetts
$3K – – –
FFW
893
Fusion Family Wealth
New York
$3K – – –
NL
894
NVWM LLC
Pennsylvania
$3K – – –
RWML
895
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.5K – – –
GEA
896
Glen Eagle Advisors
New Jersey
$2.06K – – –
HIM
897
Hillsdale Investment Management
Ontario, Canada
$2K -$1.55K -20 -40%
GCM
898
Gables Capital Management
Florida
$2K – – –
OFW
899
Omnia Family Wealth
Florida
$2K – – –
CDIA
900
Capital Directions Investment Advisors
Georgia
$2K +$2.63K +34 New
34 35
36
37 38

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.