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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
MDCM
876
Morgan Dempsey Capital Management
Wisconsin
$164K
RCAG
877
Rehmann Capital Advisory Group
Michigan
$159K -$1.67K -19 -1%
CBT
878
Capital Bank & Trust
California
$158K
Simplex Trading
879
Simplex Trading
Illinois
$156K -$14.2K -162 -9%
ARMT
880
Amica Retiree Medical Trust
Rhode Island
$152K -$24.6K -281 -14%
Walleye Capital
881
Walleye Capital
New York
$147K +$142K +1,616 New
CAPTRUST Financial Advisors
882
CAPTRUST Financial Advisors
North Carolina
$142K +$7.27K +83 +6%
SOAMC
883
Spirit of America Management Corp
New York
$137K
IFAM
884
Institutional & Family Asset Management
Colorado
$135K
SWA
885
Sutton Wealth Advisors
Florida
$132K
TPWA
886
TRUE Private Wealth Advisors
Oregon
$131K +$127K +1,446 New
BBHC
887
Brown Brothers Harriman & Co
New York
$130K -$41K -468 -25%
BCI
888
Brinker Capital Investments
Pennsylvania
$128K
SBL
889
Sargent Bickham Lagudis
Colorado
$128K +$35K +400 +40%
SIC
890
Salem Investment Counselors
North Carolina
$121K
PHK
891
Point72 Hong Kong
Hong Kong
$121K +$117K +1,330 New
W
892
WealthStone
Ohio
$119K +$114K +1,306 New
SIM
893
Sonora Investment Management
Arizona
$105K +$5.96K +68 +6%
GLI
894
Guardian Life Insurance
New York
$103K
JFA
895
JNBA Financial Advisors
Minnesota
$102K
AIM
896
ARK Investment Management
Florida
$98K -$69.7K -795 -42%
LC
897
Lindbrook Capital
California
$98K +$2.19K +25 +2%
BC
898
Bartlett & Co
Ohio
$96K
BCWM
899
Bartlett & Co Wealth Management
Ohio
$95.7K
SIAS
900
Shine Investment Advisory Services
Colorado
$88K +$6.13K +70 +8%

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.