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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
WOC
976
West Oak Capital
California
-$28.8K -350 Closed
AS
977
Altshuler Shaham
Israel
-$25K -309 Closed
TG
978
TLP Group
Illinois
-$25K -305 Closed
PI
979
Parkside Investments
Illinois
-$24K -300 Closed
TAIM
980
TD Ameritrade Investment Management
Nebraska
-$24K -296 Closed
Capstone Investment Advisors
981
Capstone Investment Advisors
New York
-$18K -215 Closed
AWM
982
Aevitas Wealth Management
Massachusetts
-$16K -200 Closed
PSC
983
Prentiss Smith & Co
Vermont
-$12K -150 Closed
CB
984
Community Bank
New York
-$11K -132 Closed
CAG
985
Csenge Advisory Group
Florida
-$8K -110 Closed
APP
986
Avantax Planning Partners
Iowa
-$9K -108 Closed
ECM
987
Exchange Capital Management
Michigan
-$7K -84 Closed
GP
988
Girard Partners
Pennsylvania
-$6K -80 Closed
WCAMG
989
Woodard & Company Asset Management Group
North Carolina
-$3K -40 Closed
C
990
Cerebellum
California
-$3K -33 Closed
PMFA
991
Plante Moran Financial Advisors
Michigan
-$3K -32 Closed
CTB
992
Country Trust Bank
Illinois
-$1K -14 Closed
VFA
993
Valeo Financial Advisors
Indiana
-$464 -6 -50%
ST
994
Sageworth Trust
Pennsylvania
+$77 +1 New
PFC
995
Phocas Financial Corp
California
+$309 +4 New

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.