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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
RTS
1026
Round Table Services
New Jersey
-$222K -2,519 Closed
NA
1027
NewEdge Advisors
Louisiana
-$216K -2,450 Closed
FBC
1028
Fairfield, Bush & Co
Connecticut
-$212K -2,400 Closed
GW
1029
GW & Wade
Massachusetts
-$211K -2,391 Closed
WPW
1030
Waldron Private Wealth
Pennsylvania
-$203K -2,307 Closed
DBT
1031
Dubuque Bank & Trust
Iowa
-$136K -1,542 Closed
SQA
1032
Simon Quick Advisors
New Jersey
-$106K -1,200 Closed
SWM
1033
SeaCrest Wealth Management
New York
-$104K -1,181 Closed
FC
1034
Ferris Capital
Massachusetts
-$88K -1,000 Closed
OWD
1035
Osborn Williams & Donohoe
Ohio
-$64K -749 Closed
WIC
1036
Water Island Capital
New York
-$64K -723 Closed
LFA
1037
Legacy Financial Advisors
Kentucky
-$46K -518 Closed
SAM
1038
Strategy Asset Managers
California
-$43K -492 Closed
WAS
1039
WESPAC Advisors SoCal
California
-$37K -420 Closed
MNBTD
1040
Moody National Bank Trust Division
Texas
-$31K -350 Closed
BBNA
1041
Bremer Bank National Association
Minnesota
-$25K -290 Closed
AIA
1042
Alera Investment Advisors
Illinois
-$18K -202 Closed
CYG
1043
Clean Yield Group
Vermont
-$16K -180 Closed
NWM
1044
Northwest Wealth Management
Iowa
-$16K -179 Closed
WTB
1045
Washington Trust Bank
Washington
-$14K -164 Closed
PWM
1046
PRW Wealth Management
Massachusetts
-$14K -154 Closed
CHP
1047
Cable Hill Partners
Oregon
-$12K -141 Closed
KPW
1048
Kore Private Wealth
New York
-$12K -140 Closed
MFW
1049
Mosaic Family Wealth
Missouri
-$7K -84 Closed
NL
1050
NVWM LLC
Pennsylvania
-$4K -42 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.