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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
MIH
901
Meitav Investment House
Israel
$334K -$60.6K -546 -13%
PTC
902
Provident Trust Company
Wisconsin
$330K
MWM
903
Mission Wealth Management
California
$330K +$111 +1 +0%
PD
904
Planning Directions
Pennsylvania
$329K +$384K +3,460 New
CC
905
Chicago Capital
Illinois
$327K
PP
906
Pegasus Partners
Wisconsin
$326K -$15.3K -138 -4%
CCM
907
Consolidated Capital Management
California
$323K +$378K +3,400 New
JSC
908
Jackson Square Capital
California
$323K +$378K +3,401 New
EIG
909
Ellenbecker Investment Group
Wisconsin
$322K -$27.9K -251 -7%
ARMT
910
Amica Retiree Medical Trust
Rhode Island
$320K
TNBTD
911
Trustmark National Bank Trust Department
Mississippi
$320K +$3.89K +35 +1%
WA
912
Wambolt & Associates
Colorado
$320K +$374K +3,366 New
ACA
913
Atlas Capital Advisors
Wyoming
$317K +$302K +2,721 +445%
OPA
914
Old Port Advisors
Maine
$314K +$115K +1,036 +46%
CG
915
Caprock Group
Idaho
$314K +$134K +1,208 +58%
AF
916
Arrow Financial
New York
$313K -$117K -1,055 -24%
AIM
917
Arcadia Investment Management
Michigan
$313K
Arrowstreet Capital
918
Arrowstreet Capital
Massachusetts
$313K +$367K +3,300 New
EP
919
EPIQ Partners
Minnesota
$312K
SBH
920
Segall Bryant & Hamill
Illinois
$310K
BDF
921
Balasa Dinverno & Foltz
$306K -$12.9K -116 -3%
EH
922
Employers Holdings
Nevada
$304K
PCMC
923
Paragon Capital Management (Colorado)
Colorado
$304K
PSP
924
Principal Street Partners
Tennessee
$301K -$468K -4,216 -57%
SSB
925
Sandy Spring Bank
Maryland
$301K +$112K +1,011 +47%

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.