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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
RIA
926
Realta Investment Advisors
Delaware
$42K +$41.1K +469 New
MG
927
MilWealth Group
Wisconsin
$41.2K
GAM
928
Gemmer Asset Management
California
$40K
FPFS
929
First Personal Financial Services
North Carolina
$39K +$1.75K +20 +5%
TRCT
930
Tower Research Capital (TRC)
New York
$38K -$688K -7,852 -95%
DWM
931
Destination Wealth Management
California
$37K
FCA
932
FinTrust Capital Advisors
South Carolina
$36K -$5.87K -67 -14%
OC
933
Oakworth Capital
Alabama
$36K +$35K +400 New
WAP
934
Wealthcare Advisory Partners
Pennsylvania
$34K +$27.5K +314 +523%
AWM
935
Avondale Wealth Management
Texas
$32K
TFO
936
Tarbox Family Office
California
$32K +$3.68K +42 +14%
VCM
937
Versant Capital Management
Arizona
$31K -$32.7K -373 -52%
AIM
938
Advantage Investment Management
Iowa
$31K +$16.4K +187 +126%
WEC
939
Winslow Evans & Crocker
Massachusetts
$30K +$2.63K +30 +10%
SLF
940
Sun Life Financial
Ontario, Canada
$29K -$30.7K -350 -53%
QCIG
941
Quad-Cities Investment Group
Iowa
$25K
FGAM
942
Financial Gravity Asset Management
Texas
$25K +$6.31K +72 +36%
EARNEST Partners
943
EARNEST Partners
Georgia
$19K
EFSCE
944
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$789 +9 +4%
AIS
945
Accurate Investment Solutions
Pennsylvania
$19K +$18.5K +211 New
ME
946
McIlrath & Eck
Washington
$18K
BGIM
947
Brandywine Global Investment Management
Pennsylvania
$17K
SIS
948
Sound Income Strategies
Florida
$17K
CCM
949
Covington Capital Management
California
$15K
WPA
950
West Paces Advisors
Georgia
$13.7K

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.