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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
MA
876
Mutual Advisors
Nebraska
$371K +$11.6K +104 +3%
VPIM
877
Vanguard Personalized Indexing Management
California
$371K +$433K +3,901 New
PAM
878
Peninsula Asset Management
Florida
$370K +$433K +3,900 New
TCM
879
Thames Capital Management
New Jersey
$369K -$7.24M -65,195 -94%
GC
880
Gilbert & Cook
Iowa
$369K +$101K +908 +31%
EWM
881
Empirical Wealth Management
Washington
$368K -$5.67K -51 -1%
ONB
882
Old National Bancorp
Indiana
$367K -$24.5K -221 -5%
MFS
883
Madrona Financial Services
Washington
$367K
IAA
884
Independent Advisor Alliance
North Carolina
$367K +$113K +1,017 +36%
1SB
885
1ST Source Bank
Indiana
$365K
RG
886
Rathbones Group
United Kingdom
$365K +$33.3K +300 +8%
FFBTD
887
First Financial Bank - Trust Division
Ohio
$358K -$13K -117 -3%
PA
888
Parallel Advisors
California
$358K +$124K +1,113 +42%
BCWM
889
Bartlett & Co Wealth Management
Ohio
$354K
BC
890
Bartlett & Co
Ohio
$354K +$414K +3,728 New
TIS
891
Tortoise Index Solutions
Kansas
$350K +$5K +45 +1%
BWP
892
Baldwin Wealth Partners
Massachusetts
$349K
MFG
893
Monte Financial Group
Connecticut
$349K +$408K +3,673 New
DS
894
DRW Securities
Illinois
$348K +$407K +3,662 New
HCM
895
Hengehold Capital Management
Ohio
$346K -$26.7K -240 -6%
CFG
896
Cooper Financial Group
California
$345K +$12.6K +113 +3%
ECM
897
Evergreen Capital Management
Washington
$344K -$45.2K -407 -10%
CPA
898
Clear Perspective Advisors
Illinois
$344K
CRCP
899
Copper Rock Capital Partners
Massachusetts
$338K -$4.27M -38,467 -23%
AAS
900
Avantax Advisory Services
Texas
$336K +$29.5K +266 +8%

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.