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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
RCA
1126
Ranch Capital Advisors
Florida
$9K +$11.1K +100 New
WPA
1127
West Paces Advisors
Georgia
$8.55K -$6.67K -60 -40%
SFG
1128
Sowa Financial Group
Rhode Island
$8K
GEA
1129
Glen Eagle Advisors
New Jersey
$7.31K
ED
1130
Exane Derivatives
France
$7.03K -$144K -1,295 -95%
PCG
1131
Private Capital Group
Connecticut
$7K -$1.11K -10 -12%
CMA
1132
Cedar Mountain Advisors
Oregon
$7K
LWM
1133
Lenox Wealth Management
Ohio
$7K
TRCT
1134
Tower Research Capital (TRC)
New York
$6K -$188K -1,697 -96%
RWML
1135
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.6K +$2.67K +24 +69%
EW
1136
Evoke Wealth
California
$5.51K -$14.3K -129 -69%
DAM
1137
Delta Asset Management
Tennessee
$5K
TIM
1138
Tortoise Investment Management
New York
$5K
TFGT
1139
TS Financial Group (TSFG)
Illinois
$5K
RDWM
1140
Red Door Wealth Management
Tennessee
$5K +$6.11K +55 New
WQ
1141
Wealth Quarterback
New Jersey
$4.28K
MIFH
1142
Migdal Insurance & Financial Holdings
Israel
$4K -$173K -1,557 -97%
CA
1143
Centerpoint Advisors
Massachusetts
$4K
WCG
1144
Weaver Consulting Group
California
$4K
WCM
1145
Wealthcare Capital Management
Virginia
$3K -$2K -18 -38%
FFC
1146
First Financial Corp
Indiana
$3K
HI
1147
Hudock Inc
Pennsylvania
$3K
LFG
1148
Larson Financial Group
Missouri
$3K +$3K +27 New
AA
1149
AlphaMark Advisors
Kentucky
$3K +$3.55K +32 New
CCT
1150
Capital City Trust
Florida
$2.88K +$17.8K +160 +0.5%

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.