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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
976
Evolution Wealth Advisors
Florida
$4K +$4.03K +46 New
CCM
977
Cribstone Capital Management
Maine
$3K -$6.83K -78 -72%
WCG
978
Weaver Consulting Group
California
$3K
CIAS
979
Capital Investment Advisory Services
North Carolina
$3K +$2.98K +34 New
UB
980
UMB Bank
Missouri
$2.18K +$37.4K +427 +2%
HIM
981
Hillsdale Investment Management
Ontario, Canada
$2K
HI
982
Hudock Inc
Pennsylvania
$2K
FBT
983
First Bank & Trust
South Dakota
$2K +$1.67K +19 New
GT
984
Glenmede Trust
Pennsylvania
$1.58K +$70.1K +800 +5%
AC
985
Avestar Capital
New York
$1K
CFA
986
Camarda Financial Advisors
Florida
$1K
HWM
987
Holloway Wealth Management
Florida
$1K
GI
988
Gradient Investments
Minnesota
$1K +$1.23K +14 New
CT
989
Chicago Trust
Illinois
$895 +$19.3K +220 +2%
NDSI
990
Newman Dignan & Sheerar Inc
Rhode Island
$790 -$91K -1,038 -11%
FCH
991
Freestone Capital Holdings
Washington
$710 +$21.4K +244 +3%
BRWM
992
B. Riley Wealth Management
Tennessee
$204 +$197K +2,246 New
ED
993
Exane Derivatives
France
$91
WIM
994
Westside Investment Management
California
$2 +$2.72K +31 New
Point72 Asset Management
995
Point72 Asset Management
Connecticut
-$189M -2,138,614 Closed
SIG
996
Senator Investment Group
New York
-$87.6M -1,000,000 Closed
JIM
997
Jupiter Investment Management
United Kingdom
-$72.2M -817,688 Closed
BTP
998
Bloom Tree Partners
New York
-$26.2M -296,464 Closed
Adage Capital Partners
999
Adage Capital Partners
Massachusetts
-$12.9M -146,010 Closed
WA
1000
Whitebox Advisors
Minnesota
-$10.6M -119,751 Closed

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.