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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
951
Virtue Capital Management
Tennessee
-$224K -2,716 Closed
MWM
952
Mission Wealth Management
California
-$222K -2,696 Closed
CT
953
Coastline Trust
Rhode Island
-$222K -2,690 Closed
YIA
954
YHB Investment Advisors
Connecticut
-$222K -2,690 Closed
LOAMS
955
Lombard Odier Asset Management (Switzerland)
Switzerland
-$221K -2,680 Closed
FNT
956
First National Trust
Pennsylvania
-$219K -2,660 Closed
SCA
957
Snowden Capital Advisors
New York
-$219K -2,659 Closed
IAA
958
Independent Advisor Alliance
North Carolina
-$216K -2,655 Closed
BDF
959
Balasa Dinverno & Foltz
-$217K -2,634 Closed
CL
960
CPWM LLC
Washington
-$215K -2,610 Closed
MHC
961
Meyer Handelman Company
New York
-$214K -2,600 Closed
WS
962
Wedbush Securities
California
-$209K -2,532 Closed
QC
963
QCM Cayman
Texas
-$204K -2,482 Closed
JCM
964
Janney Capital Management
Pennsylvania
-$201K -2,440 Closed
TPWA
965
TRUE Private Wealth Advisors
Oregon
-$143K -1,732 Closed
EDRH
966
Edmond de Rothschild Holding
Switzerland
-$139K -1,688 Closed
BA
967
Ballew Advisors
Mississippi
-$125K -1,600 Closed
CPH
968
C Partners Holding
Switzerland
-$129K -1,564 Closed
SIC
969
Salem Investment Counselors
North Carolina
-$110K -1,330 Closed
IP
970
Isthmus Partners
Wisconsin
-$74K -898 Closed
MWPCG
971
Measured Wealth Private Client Group
New Hampshire
-$71K -895 Closed
AAM
972
Advisors Asset Management
Colorado
-$73K -891 Closed
HIIFS
973
Harel Insurance Investments & Financial Services
Israel
-$66K -797 Closed
CPIG
974
Chicago Partners Investment Group
Illinois
-$44K -564 Closed
HFM
975
Harvest Fund Management
China
-$42K -508 Closed

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.