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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
901
Calton & Associates
Florida
-$416K -5,839 Closed
Fisher Asset Management
902
Fisher Asset Management
Washington
-$334K -4,685 Closed
VI
903
Versor Investments
New York
-$328K -4,600 Closed
RWP
904
RWA Wealth Partners
Massachusetts
-$304K -4,260 Closed
MA
905
MANA Advisors
New York
-$293K -4,110 Closed
GCA
906
Gideon Capital Advisors
New York
-$288K -4,033 Closed
FRM
907
Fox Run Management
Connecticut
-$229K -3,216 Closed
QT
908
Quantbot Technologies
New York
-$219K -3,081 Closed
LGWM
909
Litman Gregory Wealth Management
California
-$116K -1,630 Closed
VCM
910
Virtue Capital Management
Tennessee
-$113K -1,594 Closed
CIP
911
Convergence Investment Partners
Florida
-$61K -855 Closed
C
912
Cerebellum
California
-$56K -780 Closed
IWM
913
IHT Wealth Management
Illinois
-$42K -600 Closed
JAM
914
Jolley Asset Management
North Carolina
-$31K -436 Closed
DSN
915
D. Scott Neal
Kentucky
-$24K -336 Closed
CPP
916
Crow Point Partners
Massachusetts
-$20K -278 Closed
APP
917
Avantax Planning Partners
Iowa
-$17K -244 Closed
OFS
918
Orrstown Financial Services
Pennsylvania
-$8K -106 Closed
MGIA
919
Moneta Group Investment Advisors
Missouri
-$7K -100 Closed
AWA
920
Acorn Wealth Advisors
Michigan
-$4K -56 Closed
Financial Engines Advisors
921
Financial Engines Advisors
California
-$1K -20 Closed
FCAG
922
First Capital Advisors Group
New Jersey
-$1K -20 Closed
GI
923
Gradient Investments
Minnesota
+$145 +2 New

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.