We are live on ! Find out more
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
GAM
1076
Gemmer Asset Management
California
$44K +$3K +27 +6%
MG
1077
MilWealth Group
Wisconsin
$42.9K
EWM
1078
EPG Wealth Management
Georgia
$42K +$49.5K +446 New
FCA
1079
FinTrust Capital Advisors
South Carolina
$40K
MWM
1080
MBE Wealth Management
Wisconsin
$40K +$47.5K +428 New
DWM
1081
Darwin Wealth Management
Florida
$39K +$46K +414 New
RFA
1082
Reilly Financial Advisors
California
$38K
KPW
1083
Kore Private Wealth
New York
$34K +$15.4K +139 +62%
ADL
1084
Asset Dedication LLC
California
$33K -$27.5K -248 -41%
TFO
1085
Tarbox Family Office
California
$33K -$19.2K -173 -33%
AWM
1086
Avondale Wealth Management
Texas
$33K
SLF
1087
Sun Life Financial
Ontario, Canada
$32K -$555 -5 -1%
VEA
1088
Virtus ETF Advisers
New York
$31K +$5.33K +48 +18%
VCM
1089
Versant Capital Management
Arizona
$31K +$7.89K +71 +28%
SC
1090
Steph & Co
Wisconsin
$30K
EARNEST Partners
1091
EARNEST Partners
Georgia
$29K
FMP
1092
Financial Management Professionals
Texas
$29K
IWP
1093
IAG Wealth Partners
Wisconsin
$29K
NIM
1094
NuWave Investment Management
New Jersey
$26K -$971K -8,739 -97%
CFN
1095
Cordasco Financial Network
Florida
$26K
SIS
1096
Sound Income Strategies
Florida
$26K +$8.89K +80 +42%
FGAM
1097
Financial Gravity Asset Management
Texas
$25.8K -$8.22K -74 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1098
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24K -$125K -1,128 -82%
AS
1099
Altshuler Shaham
Israel
$24K +$1K +9 +4%
WLPWM
1100
Walled Lake Planning & Wealth Management
Illinois
$23K

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.