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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
GIM
1001
Greenwich Investment Management
Connecticut
$218K
BTW
1002
Boston Trust Walden
Massachusetts
$213K -$133K -1,200 -35%
TSW
1003
Thompson Siegel & Walmsley
Virginia
$213K -$8K -72 -3%
CWP
1004
CFM Wealth Partners
Texas
$212K
MAM
1005
Meeder Asset Management
Ohio
$211K +$94.6K +852 +62%
Acadian Asset Management
1006
Acadian Asset Management
Massachusetts
$210K
MYLI
1007
Meiji Yasuda Life Insurance
Japan
$209K -$56.6K -510 -19%
RPSA
1008
Richard P. Slaughter Associates
Texas
$209K -$9.55K -86 -4%
PIM
1009
Penobscot Investment Management
Massachusetts
$209K +$244K +2,200 New
CAM
1010
Claret Asset Management
Quebec, Canada
$208K -$5.78K -52 -2%
LC
1011
LCNB Corp
Ohio
$208K -$5.55K -50 -2%
CT
1012
Coastline Trust
Rhode Island
$205K -$8.89K -80 -4%
SMC
1013
Smith, Moore & Co
Missouri
$203K +$238K +2,140 New
KA
1014
Kovack Advisors
Florida
$201K -$11.6K -104 -5%
BHBT
1015
Burke & Herbert Bank & Trust
Virginia
$201K
PWPS
1016
Pinnacle Wealth Planning Services
Ohio
$200K +$235K +2,115 New
OPS
1017
Orion Portfolio Solutions
Nebraska
$199K +$76.2K +686 +49%
RWA
1018
Ropes Wealth Advisors
Massachusetts
$197K -$112K -1,004 -33%
WG
1019
Welch Group
Alabama
$192K +$2.44K +22 +1%
AIM
1020
AIA Investment Management
Singapore
$189K
SOAMC
1021
Spirit of America Management Corp
New York
$185K
SCA
1022
Stonebridge Capital Advisors
Minnesota
$182K -$73.5K -662 -26%
S
1023
Seeyond
France
$166K -$231K -2,076 -17%
CA
1024
Clearstead Advisors
Ohio
$166K
PMFA
1025
Plante Moran Financial Advisors
Michigan
$166K +$169K +1,522 +665%

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.