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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
CIA
951
CSat Investment Advisory
Michigan
$9K -$495 -6 -6%
BFC
952
Bedel Financial Consulting
Indiana
$9K
TC
953
Trust Company
Kansas
$9K
CI
954
CX Institutional
Indiana
$8K +$7.51K +91 New
BAMG
955
Brand Asset Management Group
Missouri
$8K +$7.84K +95 New
LWM
956
Lenox Wealth Management
Ohio
$7K
MFW
957
Mosaic Family Wealth
Missouri
$7K +$6.93K +84 New
APC
958
Aspire Private Capital
North Carolina
$5K
WAP
959
Wealthcare Advisory Partners
Pennsylvania
$5K
TFGT
960
TS Financial Group (TSFG)
Illinois
$5K +$4.46K +54 New
CA
961
Centerpoint Advisors
Massachusetts
$4K
NL
962
NVWM LLC
Pennsylvania
$4K
OSAM
963
O'Shaughnessy Asset Management
Connecticut
$4K
TIM
964
Tortoise Investment Management
New York
$4K
WCG
965
Weaver Consulting Group
California
$3K +$2.97K +36 New
LWA
966
Lenox Wealth Advisors
New York
$3K +$3.05K +37 New
GEA
967
Glen Eagle Advisors
New Jersey
$2.29K -$165 -2 -7%
TFA
968
Transamerica Financial Advisors
Florida
$2K -$312K -3,787 -100%
IA
969
IFP Advisors
Florida
$2K -$109K -1,319 -99%
HIM
970
Hillsdale Investment Management
Ontario, Canada
$2K -$825 -10 -33%
OFW
971
Omnia Family Wealth
Florida
$2K
HI
972
Hudock Inc
Pennsylvania
$2K +$2.64K +32 New
RWML
973
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.59K -$1.32K -16 -47%
GT
974
Glenmede Trust
Pennsylvania
$1.46K -$37.8K -458 -3%
AC
975
Avestar Capital
New York
$1K

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.