We are live on ! Find out more
FISV

Fiserv Inc
FISV

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: 1,168 → 1,217 (+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: 97 → 75 (-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

Top Buyers

Rank Fund Capital Flow
1
MCM
Melvin Capital Management
New York
+$609M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$232M
3
Millennium Management
Millennium Management
New York
+$184M
4
MC
Maplelane Capital
New York
+$174M
5
Barclays
Barclays
United Kingdom
+$149M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$512M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$452M
3
JP Morgan Chase
JP Morgan Chase
New York
-$447M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
5
Victory Capital Management
Victory Capital Management
Texas
-$279M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1201
Truvestments Capital
Florida
$3K +$3.22K +32 New
HGWM
1202
Harvest Group Wealth Management
Massachusetts
$3K +$4.03K +40 New
GEA
1203
Glen Eagle Advisors
New Jersey
$2.73K -$4.93K -49 -64%
GFPC
1204
Global Financial Private Client
Florida
$2.36K – – –
FANJ
1205
Financial Architects (New Jersey)
New Jersey
$2K – – –
FBT
1206
First Bank & Trust
South Dakota
$2K – – –
CFD
1207
Creative Financial Designs
Indiana
$2K +$1.91K +19 New
FCH
1208
Freestone Capital Holdings
Washington
$1.15K +$260K +2,577 +28%
UFF
1209
USA Financial Formulas
Michigan
$1K -$3.35M -33,252 -100%
MIFH
1210
Migdal Insurance & Financial Holdings
Israel
$1K -$3.12K -31 -67%
TAIM
1211
TD Ameritrade Investment Management
Nebraska
$1K -$302 -3 -20%
PCTC
1212
Perkins Coie Trust Company
Washington
$1K – – –
PA
1213
Procyon Advisors
Connecticut
$1K – – –
CWC
1214
Carolinas Wealth Consulting
North Carolina
$1K +$1.01K +10 New
TI
1215
tru Independence
Oregon
$743 +$11.9K +118 +2%
WIM
1216
Westside Investment Management
California
$41 – – –
Eagle Capital Management (New York)
1217
Eagle Capital Management (New York)
New York
– -$150M -1,576,103 Closed
Westfield Capital Management
1218
Westfield Capital Management
Massachusetts
– -$67M -705,628 Closed
CG
1219
Carmignac Gestion
France
– -$35.8M -376,436 Closed
VM
1220
Valinor Management
New York
– -$27.3M -287,404 Closed
SPPAM
1221
Summit Partners Public Asset Management
Massachusetts
– -$26.8M -282,525 Closed
WP
1222
Woodline Partners
California
– -$20.4M -214,400 Closed
CCI
1223
Columbus Circle Investors
– -$18.9M -199,399 Closed
RPI
1224
Railway Pension Investments
United Kingdom
– -$10.8M -114,000 Closed
VHAM
1225
Van Hulzen Asset Management
California
– -$6.07M -63,922 Closed
47 48
49
50 51

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.