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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
SL
1101
Savior LLC
Massachusetts
$22K -$1.11K -10 -4%
M
1102
MOTCO
Texas
$22K -$222 -2 -0.9%
BBA
1103
Braun-Bostich & Associates
Pennsylvania
$20K
OSAM
1104
O'Shaughnessy Asset Management
Connecticut
$19K -$74.1K -667 -77%
TL
1105
TrueWealth LLC
Georgia
$19K -$5.55K -50 -20%
ME
1106
McIlrath & Eck
Washington
$19K
AIM
1107
Artemis Investment Management
United Kingdom
$18.1K -$15.5M -139,546 -42%
AWM
1108
AllSquare Wealth Management
New York
$17K
SFSIG
1109
San Francisco Sentry Investment Group
California
$16K +$1.78K +16 +10%
BC
1110
Barnett & Company
Tennessee
$15K -$1.11K -10 -6%
H
1111
Hexavest
Quebec, Canada
$15K +$17.8K +160 New
TWA
1112
TCI Wealth Advisors
Arizona
$14K -$3.44K -31 -17%
M
1113
Mirova
France
$13K
CI
1114
CX Institutional
Indiana
$12K +$1.11K +10 +9%
OAM
1115
Optimal Asset Management
California
$11.3K +$6.29M +56,614 +91%
BL
1116
Balentine LLC
Georgia
$11K -$67.1K -604 -84%
CCM
1117
Covington Capital Management
California
$11K -$41.8K -376 -76%
CIAS
1118
CBIZ Investment Advisory Services
Ohio
$11K
BFC
1119
Bedel Financial Consulting
Indiana
$11K +$1K +9 +8%
MF
1120
Manchester Financial
California
$10K -$6.33K -57 -35%
BAMG
1121
Brand Asset Management Group
Missouri
$9K
TC
1122
Trust Company
Kansas
$9K
LWA
1123
Lenox Wealth Advisors
New York
$9K +$10.4K +94 New
BWA
1124
Burt Wealth Advisors
Maryland
$9K +$10.7K +96 New
CFFP
1125
Center for Financial Planning
Michigan
$9K +$11.1K +100 New

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.