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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
PCA
951
Personal Capital Advisors
California
$266K -$6.78K -61 -2%
PP
952
Palladium Partners
Virginia
$266K +$10K +90 +3%
CFS
953
CRA Financial Services
New Jersey
$265K
WF
954
WoodTrust Financial
Wisconsin
$264K +$308K +2,777 New
AW
955
Alpha Windward
Massachusetts
$262K -$21.7K -195 -7%
WTC
956
WhitTier Trust Company
Nevada
$261K -$23.3K -210 -7%
Kayne Anderson Rudnick Investment Management
957
Kayne Anderson Rudnick Investment Management
California
$260K
BPB
958
Badgley, Phelps & Bell
Washington
$260K +$73.1K +658 +32%
H
959
HoyleCohen
California
$259K
VWM
960
Venturi Wealth Management
Texas
$259K +$303K +2,725 New
SNBOSCI
961
Security National Bank of Sioux City Iowa
Iowa
$258K -$29.8K -268 -9%
TMAM
962
Tokio Marine Asset Management
Japan
$258K +$62.6K +564 +26%
JA
963
JLB & Associates
Michigan
$257K -$5.55K -50 -2%
BWM
964
Baystate Wealth Management
Massachusetts
$257K
PCMC
965
Private Capital Management (Colorado)
Colorado
$256K
SWM
966
SeaCrest Wealth Management
New York
$255K +$12.7K +114 +4%
CFB
967
Cullen/Frost Bankers
Texas
$254K +$108K +975 +58%
BAM
968
Belpointe Asset Management
Nevada
$253K -$133K -1,199 -31%
IA
969
IFP Advisors
Florida
$249K -$97.3K -876 -25%
AII
970
AGF Investments Inc
Ontario, Canada
$249K +$292K +2,626 New
CIC
971
Carnegie Investment Counsel
Ohio
$248K
LOAMS
972
Lombard Odier Asset Management (Switzerland)
Switzerland
$247K -$96K -864 -25%
AC
973
Alexandria Capital
Virginia
$247K
MHC
974
Meyer Handelman Company
New York
$247K
AWA
975
Arete Wealth Advisors
Illinois
$247K +$2.78K +25 +1%

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.