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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
TFO
926
Tarbox Family Office
California
$27K
BBNA
927
Bremer Bank National Association
Minnesota
$25K +$23.9K +290 New
QCIG
928
Quad-Cities Investment Group
Iowa
$24K
EARNEST Partners
929
EARNEST Partners
Georgia
$18K
EFSCE
930
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
ME
931
McIlrath & Eck
Washington
$18K
AIA
932
Alera Investment Advisors
Illinois
$18K +$4.95K +60 +42%
FGAM
933
Financial Gravity Asset Management
Texas
$18K +$16.3K +198 New
SIS
934
Sound Income Strategies
Florida
$17K +$15.8K +191 New
CYG
935
Clean Yield Group
Vermont
$16K
NWM
936
Northwest Wealth Management
Iowa
$16K
BGIM
937
Brandywine Global Investment Management
Pennsylvania
$16K +$9.65K +117 +192%
CCM
938
Covington Capital Management
California
$15K -$4.13K -50 -23%
PWM
939
PRW Wealth Management
Massachusetts
$14K
WTB
940
Washington Trust Bank
Washington
$14K
WPA
941
West Paces Advisors
Georgia
$13.2K
AIM
942
Advantage Investment Management
Iowa
$13K
TL
943
TrueWealth LLC
Georgia
$13K
CHP
944
Cable Hill Partners
Oregon
$12K -$1.57K -19 -12%
KPW
945
Kore Private Wealth
New York
$12K +$11.6K +140 New
SFSIG
946
San Francisco Sentry Investment Group
California
$11K -$30.1K -365 -75%
HWM
947
Holloway Wealth Management
Florida
$11K
TWA
948
TCI Wealth Advisors
Arizona
$10K -$1.49K -18 -14%
CCM
949
Cribstone Capital Management
Maine
$10K
IRC
950
Investors Research Corp
Georgia
$10K +$9.08K +110 New

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.