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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
PCP
976
Proficio Capital Partners
Massachusetts
$247K +$284K +2,558 New
1IA
977
1834 Investment Advisors
Wisconsin
$244K -$42.9K -386 -13%
SPC
978
Sigma Planning Corp
Michigan
$243K -$52.1K -469 -15%
CAC
979
Certified Advisory Corp
Florida
$241K
FNT
980
First National Trust
Pennsylvania
$241K +$22.2K +200 +9%
CCM
981
Chickasaw Capital Management
Tennessee
$240K
CCM
982
Carlson Capital Management
Minnesota
$239K -$10.6K -95 -4%
SC
983
Sepio Capital
Utah
$236K -$12.9K -116 -4%
DACG
984
Donor Advised Charitable Giving
California
$236K
MAFM
985
Mid Atlantic Financial Management
Pennsylvania
$235K +$17.8K +160 +7%
BHTS
986
Bar Harbor Trust Services
Maine
$234K -$3.78K -34 -1%
JCM
987
Janney Capital Management
Pennsylvania
$232K
CCM
988
Coldstream Capital Management
Washington
$232K +$37.4K +337 +16%
FWM
989
Fairhaven Wealth Management
Illinois
$230K +$2.56K +23 +1%
EWA
990
EP Wealth Advisors
California
$230K +$34.3K +309 +15%
DP
991
Dearborn Partners
Illinois
$228K
FIB
992
First Interstate Bank
Montana
$228K
SYBT
993
Stock Yards Bank & Trust
Kentucky
$228K
MSFP
994
Mark Sheptoff Financial Planning
Connecticut
$226K
GFP
995
Gryphon Financial Partners
Ohio
$224K -$13.6K -122 -5%
BFEC
996
Benjamin F. Edwards & Company
Missouri
$224K -$7K -63 -3%
NAM
997
NTV Asset Management
West Virginia
$223K +$38.9K +350 +18%
ZCA
998
Zeke Capital Advisors
Pennsylvania
$219K -$522K -4,702 -67%
MA
999
MONECO Advisors
Connecticut
$219K +$2.44K +22 +1%
LI
1000
Leap Investments
Illinois
$218K -$944K -8,500 -79%

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.