We are live on ! Find out more
FISV

Fiserv Inc
FISV

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 47 → 63 (+16)

15.34% more ownership

Funds ownership: 87.65% → 102.99% (+15%)

8% more funds holding

Funds holding: 912 → 981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$692M
2
ECU
Egerton Capital (UK)
United Kingdom
+$531M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$349M
4
MC
Maverick Capital
Texas
+$265M
5
Lazard Asset Management
Lazard Asset Management
New York
+$258M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$228M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$152M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$103M
4
Invesco
Invesco
Georgia
-$92.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$89.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1026
Wealthspire Advisors (New York)
New York
– -$27K -369 Closed
O
1027
Ossiam
France
– -$23K -309 Closed
NCM
1028
Nelson Capital Management
California
– -$15K -210 Closed
ER
1029
Enlightenment Research
Florida
– -$15K -201 Closed
PWMG
1030
Prestige Wealth Management Group
New Jersey
– -$14K -193 Closed
VCM
1031
Vigilant Capital Management
Maine
– -$7K -96 Closed
PCM
1032
Prelude Capital Management
New York
– -$6K -80 Closed
W
1033
WealthOne
New York
– -$4K -60 Closed
FFW
1034
Fusion Family Wealth
New York
– -$3K -40 Closed
CDIA
1035
Capital Directions Investment Advisors
Georgia
– -$2K -34 Closed
GCM
1036
Gables Capital Management
Florida
– -$2K -34 Closed
CC
1037
Claybrook Capital
Massachusetts
– -$1K -8 Closed
WDL
1038
Well Done LLC
Michigan
– -$1K -8 Closed
38 39 40 41
42

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.