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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
876
Guardian Life Insurance
New York
$100K -$1.4K -17 -1%
JFA
877
JNBA Financial Advisors
Minnesota
$98K
SIM
878
Sonora Investment Management
Arizona
$96K -$28.7K -348 -24%
BC
879
Bartlett & Co
Ohio
$93K
BCWM
880
Bartlett & Co Wealth Management
Ohio
$92.7K
LC
881
Lindbrook Capital
California
$92K +$5.03K +61 +6%
FC
882
Ferris Capital
Massachusetts
$88K
SBL
883
Sargent Bickham Lagudis
Colorado
$88K
Rockefeller Capital Management
884
Rockefeller Capital Management
New York
$82K +$42.6K +516 +127%
SIAS
885
Shine Investment Advisory Services
Colorado
$79K -$16.5K -200 -18%
TF
886
Tompkins Financial
New York
$76K
AF
887
Allworth Financial
California
$73K
GRP
888
Global Retirement Partners
California
$73K +$25.2K +305 +59%
RFA
889
Reilly Financial Advisors
California
$70K +$743 +9 +1%
CFA
890
Carroll Financial Associates
North Carolina
$66K +$83 +1 +0.1%
WF
891
WealthTrust Fairport
Ohio
$65K -$16.5K -200 -21%
QAM
892
QCI Asset Management
New York
$64K -$8.25K -100 -12%
WIC
893
Water Island Capital
New York
$64K +$59.7K +723 New
OWD
894
Osborn Williams & Donohoe
Ohio
$64K +$61.8K +749 New
VCM
895
Versant Capital Management
Arizona
$63K -$1.16K -14 -2%
OIA
896
Optimum Investment Advisors
Illinois
$62K
SLF
897
Sun Life Financial
Ontario, Canada
$59K -$37K -448 -40%
PO
898
Private Ocean
California
$56K
ADL
899
Asset Dedication LLC
California
$54K -$7.34K -89 -13%
TA
900
Thor Advisors
New York
$54K +$50.7K +615 New

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.