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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
MDCM
1026
Morgan Dempsey Capital Management
Wisconsin
$165K -$4.78K -43 -2%
PFGIA
1027
Patriot Financial Group Insurance Agency
Massachusetts
$161K
SBSB
1028
Sullivan, Bruyette, Speros & Blaney
Virginia
$154K
BAM
1029
Bellevue Asset Management
Washington
$151K
AP
1030
Atwood & Palmer
Missouri
$144K +$168K +1,515 New
SWA
1031
Sutton Wealth Advisors
Florida
$142K +$2K +18 +1%
IFAM
1032
Institutional & Family Asset Management
Colorado
$140K
TPWA
1033
TRUE Private Wealth Advisors
Oregon
$138K +$1.55K +14 +1%
CBT
1034
Capital Bank & Trust
California
$135K -$47.7K -429 -23%
VCP
1035
Verus Capital Partners
Arizona
$133K -$33.3K -300 -18%
SBL
1036
Sargent Bickham Lagudis
Colorado
$133K
SIC
1037
Salem Investment Counselors
North Carolina
$126K
CIA
1038
CSat Investment Advisory
Michigan
$124K +$17.3K +156 +14%
AT
1039
Arden Trust
Delaware
$123K +$144K +1,300 New
PCM
1040
Penserra Capital Management
California
$111K +$19.6K +176 +20%
ICM
1041
Islay Capital Management
Texas
$109K
CFA
1042
Carroll Financial Associates
North Carolina
$109K +$42K +378 +49%
JFA
1043
JNBA Financial Advisors
Minnesota
$106K
SIAS
1044
Shine Investment Advisory Services
Colorado
$103K -$6.44K -58 -5%
EI
1045
Ellevest Inc
New York
$101K +$49.1K +442 +71%
PM
1046
Precept Management
Texas
$95K -$2.11M -19,000 -95%
GRP
1047
Global Retirement Partners
California
$95K +$11.9K +107 +12%
EP
1048
Eudaimonia Partners
Tennessee
$94K +$110K +993 New
SQA
1049
Simon Quick Advisors
New Jersey
$90K -$5.78K -52 -5%
BCA
1050
Berman Capital Advisors
Georgia
$90K +$14.4K +130 +16%

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.