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FISV

Fiserv Inc

1,217 hedge funds and large institutions have $60.6B invested in Fiserv Inc in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 416 increasing their positions, 473 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more call options, than puts

Call options by funds: $1.14B | Put options by funds: $193M

69% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 84

4% more funds holding

Funds holding: 1,1681,217 (+49)

1% more capital invested

Capital invested by funds: $59.9B → $60.6B (+$640M)

0.21% less ownership

Funds ownership: 92.99%92.78% (-0.21%)

12% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 473

23% less funds holding in top 10

Funds holding in top 10: 9775 (-22)

Holders
1,217
Holders Change
+49
Holders Change %
+4.2%
% of All Funds
24.95%
Holding in Top 10
75
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-22.68%
% of All Funds
1.54%
New
142
Increased
416
Reduced
473
Closed
84
Calls
$1.14B
Puts
$193M
Net Calls
+$948M
Net Calls Change
+$906M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
1151
Retirement Group
California
$25K +$26.2K +260 New
EARNEST Partners
1152
EARNEST Partners
Georgia
$24K -$5.74K -57 -19%
SL
1153
Savior LLC
Massachusetts
$23K
WLPWM
1154
Walled Lake Planning & Wealth Management
Illinois
$23K
NIMC
1155
NWQ Investment Management Company
California
$22K -$2.56M -25,462 -10%
BBA
1156
Braun-Bostich & Associates
Pennsylvania
$22K
M
1157
MOTCO
Texas
$22K
ME
1158
McIlrath & Eck
Washington
$20K
TL
1159
TrueWealth LLC
Georgia
$19K
AWM
1160
AllSquare Wealth Management
New York
$18K
LWA
1161
Lenox Wealth Advisors
New York
$17K +$7.85K +78 +83%
EW
1162
Evoke Wealth
California
$15K +$9.67K +96 +166%
M
1163
Mirova
France
$14K
BL
1164
Balentine LLC
Georgia
$14K +$3.02K +30 +26%
VFA
1165
Valeo Financial Advisors
Indiana
$14K +$12.1K +120 +545%
CMA
1166
Cedar Mountain Advisors
Oregon
$13K +$6.54K +65 +93%
SIM
1167
Sonora Investment Management
Arizona
$12K -$1.06M -10,482 -99%
TFS
1168
TrustCore Financial Services
Tennessee
$12K +$12.7K +126 New
SFSIG
1169
San Francisco Sentry Investment Group
California
$11K -$5.74K -57 -33%
TWA
1170
TCI Wealth Advisors
Arizona
$11K -$3.52K -35 -23%
BFC
1171
Bedel Financial Consulting
Indiana
$10K -$906 -9 -8%
MF
1172
Manchester Financial
California
$10K
TC
1173
Trust Company
Kansas
$10K
HWA
1174
HHM Wealth Advisors
Tennessee
$10K +$10.8K +107 New
BAMG
1175
Brand Asset Management Group
Missouri
$9K

FISV Hedge Fund Activity: Q2 2020 in Review

1,217 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2020, worth a combined $60.6B — up 1.1% from $59.9B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new FISV positions and 84 closed out — a net gain of 58 holders — while 416 added to existing stakes and 473 trimmed.

The largest buyer was Melvin Capital Management, adding an estimated $609M. The largest seller was T. Rowe Price Associates, cutting an estimated $512M.

  • 1,217 institutional investors held Fiserv Inc (FISV) as of Q2 2020, up from 1,168 in Q1 2020.
  • Funds reported $60.6B of Fiserv Inc stock for Q2 2020, up 1.1% quarter-over-quarter.
  • 142 funds opened new Fiserv Inc positions in Q2 2020 and 84 closed out, a net change of +58 holders.
  • The largest Fiserv Inc buyer in Q2 2020 was Melvin Capital Management, an estimated $609M added.
  • The largest Fiserv Inc seller in Q2 2020 was T. Rowe Price Associates, an estimated $512M sold.

Based on aggregated 13F filings for Q2 2020.