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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
O
901
Ossiam
France
$88K +$84.7K +967 New
TF
902
Tompkins Financial
New York
$79K
GRP
903
Global Retirement Partners
California
$75K -$438 -5 -0.6%
AF
904
Allworth Financial
California
$75K
RFA
905
Reilly Financial Advisors
California
$72K -$789 -9 -1%
HL
906
Harding Loevner
New Jersey
$72K +$69.2K +790 New
BBA
907
Braun-Bostich & Associates
Pennsylvania
$71K -$73.8K -842 -52%
CFA
908
Carroll Financial Associates
North Carolina
$69K
MAM
909
Meeder Asset Management
Ohio
$66K +$62.7K +716 +5,508%
OIA
910
Optimum Investment Advisors
Illinois
$64K
CIA
911
CSat Investment Advisory
Michigan
$63K +$51.8K +591 +574%
QAM
912
QCI Asset Management
New York
$62K -$4.38K -50 -7%
PO
913
Private Ocean
California
$57K
BCA
914
Berman Capital Advisors
Georgia
$57K +$17.1K +195 +45%
ADL
915
Asset Dedication LLC
California
$56K
BWM
916
BerganKDV Wealth Management
Minnesota
$55K
PCP
917
Proficio Capital Partners
Massachusetts
$54K +$18.4K +210 +54%
LWANC
918
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K +$50.8K +580 New
QCG
919
Quadrant Capital Group
Ohio
$51K -$1.58K -18 -3%
VFA
920
Valeo Financial Advisors
Indiana
$50K +$47.3K +540 +9,000%
PFBT
921
Parkside Financial Bank & Trust
Missouri
$47K +$4.82K +55 +12%
PCM
922
Penserra Capital Management
California
$47K +$7.62K +87 +20%
NSB
923
Norway Savings Bank
Maine
$46K
M
924
MOTCO
Texas
$46K +$15.4K +176 +53%
GWS
925
Glassman Wealth Services
Virginia
$43K

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.