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FISV

Fiserv Inc
FISV

1,131 hedge funds and large institutions have $65.8B invested in Fiserv Inc in 2019 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 510 increasing their positions, 282 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 53

81% more repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 282

73% more capital invested

Capital invested by funds: $38.1B → $65.8B (+$27.7B)

62% more funds holding in top 10

Funds holding in top 10: 65 → 105 (+40)

14% more funds holding

Funds holding: 993 → 1,131 (+138)

3% more call options, than puts

Call options by funds: $230M | Put options by funds: $224M

13.04% less ownership

Funds ownership: 106.61% → 93.57% (-13%)

Holders
1,131
Holders Change
+138
Holders Change %
+13.9%
% of All Funds
24.8%
Holding in Top 10
105
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+61.54%
% of All Funds
2.3%
New
196
Increased
510
Reduced
282
Closed
53
Calls
$230M
Puts
$224M
Net Calls
+$6.47M
Net Calls Change
-$284M

Top Buyers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
+$11.3B
2
BlackRock
BlackRock
New York
+$1.21B
3
State Street
State Street
Massachusetts
+$739M
4
Invesco
Invesco
Georgia
+$531M
5
Goldman Sachs
Goldman Sachs
New York
+$510M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$147M
2
Parnassus Investments
Parnassus Investments
California
-$111M
3
MC
Maverick Capital
Texas
-$68.8M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$63.5M
5
GCL
Glazer Capital LLC
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIS
926
Tortoise Index Solutions
Kansas
$296K +$62.9K +616 +27%
JWM
927
JGP Wealth Management
Oregon
$291K – – –
CFS
928
CRA Financial Services
New Jersey
$289K – – –
Brown Advisory
929
Brown Advisory
Maryland
$289K +$10.5K +103 +4%
H
930
HoyleCohen
California
$288K – – –
JA
931
JLB & Associates
Michigan
$286K – – –
IAA
932
Independent Advisor Alliance
North Carolina
$286K +$919 +9 +0.3%
FHC
933
First Heartland Consultants
Missouri
$286K +$6.53K +64 +2%
Kayne Anderson Rudnick Investment Management
934
Kayne Anderson Rudnick Investment Management
California
$284K +$280K +2,738 New
AC
935
Alexandria Capital
Virginia
$280K – – –
PCMC
936
Private Capital Management (Colorado)
Colorado
$280K – – –
TP
937
Truvvo Partners
New York
$278K +$273K +2,676 New
CAC
938
Certified Advisory Corp
Florida
$273K – – –
CL
939
CPWM LLC
Washington
$273K +$4.7K +46 +2%
CIC
940
Carnegie Investment Counsel
Ohio
$270K – – –
PHK
941
Point72 Hong Kong
Hong Kong
$270K +$130K +1,277 +96%
SWM
942
SeaCrest Wealth Management
New York
$270K +$266K +2,602 New
MHC
943
Meyer Handelman Company
New York
$269K – – –
ODG
944
O'Dell Group
Ohio
$269K – – –
LWAC
945
Laurel Wealth Advisors (California)
California
$269K +$265K +2,593 New
PA
946
Parallel Advisors
California
$267K +$46.9K +459 +22%
GC
947
Gilbert & Cook
Iowa
$266K +$23.2K +227 +10%
SSB
948
Sandy Spring Bank
Maryland
$263K -$25.5K -250 -9%
CCM
949
Chickasaw Capital Management
Tennessee
$262K +$258K +2,527 New
SCA
950
Stonebridge Capital Advisors
Minnesota
$261K – – –
36 37
38
39 40

FISV Hedge Fund Activity: Q3 2019 in Review

1,131 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2019, worth a combined $65.8B — up 73% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new FISV positions and 53 closed out — a net gain of 143 holders — while 510 added to existing stakes and 282 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $11.3B. The largest seller was Renaissance Technologies, cutting an estimated $147M.

  • 1,131 institutional investors held Fiserv Inc (FISV) as of Q3 2019, up from 993 in Q2 2019.
  • Funds reported $65.8B of Fiserv Inc stock for Q3 2019, up 73% quarter-over-quarter.
  • 196 funds opened new Fiserv Inc positions in Q3 2019 and 53 closed out, a net change of +143 holders.
  • The largest Fiserv Inc buyer in Q3 2019 was Kohlberg Kravis Roberts & Co, an estimated $11.3B added.
  • The largest Fiserv Inc seller in Q3 2019 was Renaissance Technologies, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2019.