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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
BWM
901
BerganKDV Wealth Management
Minnesota
$53K -$11.4K -138 -19%
QCG
902
Quadrant Capital Group
Ohio
$52K +$19.4K +235 +52%
FHB
903
First Hawaiian Bank
Hawaii
$46K -$73.9K -896 -63%
LFA
904
Legacy Financial Advisors
Kentucky
$46K -$2.89K -35 -6%
NSB
905
Norway Savings Bank
Maine
$44K
CG
906
Cutler Group
California
$44K +$41.3K +500 New
SAM
907
Strategy Asset Managers
California
$43K -$1.84M -22,293 -98%
FCA
908
FinTrust Capital Advisors
South Carolina
$41K
PFBT
909
Parkside Financial Bank & Trust
Missouri
$41K +$16.3K +198 +74%
GWS
910
Glassman Wealth Services
Virginia
$41K +$16.8K +203 +77%
HFM
911
Harvest Fund Management
China
$41K +$38.3K +464 New
MG
912
MilWealth Group
Wisconsin
$39.9K
SCM
913
Shelton Capital Management
Colorado
$38.4K -$2.96M -35,866 -91%
PCM
914
Penserra Capital Management
California
$38K -$1.44M -17,445 -98%
GAM
915
Gemmer Asset Management
California
$38K
BCA
916
Berman Capital Advisors
Georgia
$38K +$7.92K +96 +28%
WAS
917
WESPAC Advisors SoCal
California
$37K
DWM
918
Destination Wealth Management
California
$36K
FPFS
919
First Personal Financial Services
North Carolina
$36K +$8.17K +99 +32%
PCP
920
Proficio Capital Partners
Massachusetts
$34K +$16.5K +200 +107%
AWM
921
Avondale Wealth Management
Texas
$31K -$11.9K -144 -29%
PCG
922
Private Capital Group
Connecticut
$31K -$3.55K -43 -11%
MNBTD
923
Moody National Bank Trust Division
Texas
$31K +$4.7K +57 +19%
M
924
MOTCO
Texas
$29K -$5.86K -71 -18%
WEC
925
Winslow Evans & Crocker
Massachusetts
$28K

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.