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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
IWP
926
Insight Wealth Partners
Texas
$298K -$23.5K -212 -6%
AG
927
Algert Global
California
$296K -$666K -6,000 -66%
CF
928
Centaurus Financial
California
$296K -$56.8K -511 -14%
FNFDCM
929
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$294K
LC
930
Lubar & Co
Wisconsin
$294K +$344K +3,100 New
SGCA
931
Steel Grove Capital Advisors
Tennessee
$293K -$832K -7,494 -71%
BBHC
932
Brown Brothers Harriman & Co
New York
$293K -$88.2K -794 -20%
TCOV
933
Trust Company of Vermont
Vermont
$292K +$22.2K +200 +7%
EF
934
Empirical Finance
Pennsylvania
$292K +$132K +1,192 +63%
DIA
935
Dana Investment Advisors
Wisconsin
$291K
HFG
936
Heron Financial Group
New York
$286K -$22.4K -202 -6%
JWM
937
JGP Wealth Management
Oregon
$284K
MPPLM
938
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$283K +$22.9K +206 +7%
MAM
939
Marotta Asset Management
Virginia
$282K
RCA
940
Resonant Capital Advisors
Wisconsin
$281K -$6.33K -57 -2%
BWCS
941
Beirne Wealth Consulting Services
Connecticut
$279K
WB
942
West Bancorporation
Iowa
$279K +$11.2K +101 +4%
LIM
943
Leavell Investment Management
Alabama
$277K -$61.1K -550 -16%
IIM
944
Ipswich Investment Management
Massachusetts
$276K -$26.7K -240 -8%
WJWM
945
Williams Jones Wealth Management
New York
$275K
PFPT
946
Pinnacle Financial Partners (Tennessee)
Tennessee
$273K -$48.1K -433 -13%
FCI
947
Financial Counselors Inc
Kansas
$269K
CAW
948
Cornerstone Advisors (Washington)
Washington
$268K +$24.9K +224 +9%
EWM
949
Endurance Wealth Management
Rhode Island
$267K +$312K +2,806 New
BRWM
950
B. Riley Wealth Management
Tennessee
$267K +$312K +2,810 New

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.