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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
OIA
1051
Optimum Investment Advisors
Illinois
$88K -$69.6K -627 -40%
CLOS
1052
Compagnie Lombard Odier SCmA
Switzerland
$85K +$100K +900 New
AF
1053
Allworth Financial
California
$79K
WEC
1054
Winslow Evans & Crocker
Massachusetts
$76K -$425K -3,826 -83%
SMFS
1055
Squar Milner Financial Services
California
$76K -$5.55K -50 -6%
CAN
1056
Claraphi Advisory Network
United States
$75K +$87.3K +786 New
PFBT
1057
Parkside Financial Bank & Trust
Missouri
$74K +$28.3K +255 +49%
PCM
1058
Pinz Capital Management
New York
$68K +$13.3K +120 +20%
TF
1059
Tompkins Financial
New York
$67K
LC
1060
Lindbrook Capital
California
$65K -$50.9K -458 -40%
FRA
1061
Front Row Advisors
California
$65K +$69.6K +627 New
DCM
1062
Davis Capital Management
Florida
$63K +$74.2K +668 New
BWM
1063
BerganKDV Wealth Management
Minnesota
$60K
PO
1064
Private Ocean
California
$60K
WAP
1065
Wealthcare Advisory Partners
Pennsylvania
$60K +$3.55K +32 +5%
QAM
1066
QCI Asset Management
New York
$59K
PWMG
1067
Prestige Wealth Management Group
New Jersey
$58K +$60.6K +546 +895%
FPB
1068
First PREMIER Bank
South Dakota
$57K
AWA
1069
Arkadios Wealth Advisors
Georgia
$56.5K -$4.22K -38 -6%
LWANC
1070
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K
IRC
1071
Investors Research Corp
Georgia
$54K
PRC
1072
Pearl River Capital
Michigan
$50K -$1.19M -10,676 -95%
GWS
1073
Glassman Wealth Services
Virginia
$49K +$555 +5 +1%
CG
1074
Cutler Group
California
$48K -$3.55K -32 -6%
NSB
1075
Norway Savings Bank
Maine
$47K

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.