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FISV

Fiserv Inc

612 hedge funds and large institutions have $13.3B invested in Fiserv Inc in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 181 increasing their positions, 272 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $8.55M | Put options by funds: $4.38M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

7% more capital invested

Capital invested by funds: $12.5B → $13.3B (+$815M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3% more funds holding

Funds holding: 595612 (+17)

33% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 272

Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
17.58%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.57%
New
55
Increased
181
Reduced
272
Closed
34
Calls
$8.55M
Puts
$4.38M
Net Calls
+$4.17M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$17M -$2.45M -82,506 -13%
BSA
102
Braun Stacey Associates
New York
$16.5M -$1.41M -47,700 -8%
CISOA
103
Capital Investment Services of America
Wisconsin
$16.3M -$270K -9,098 -2%
JP Morgan Chase
104
JP Morgan Chase
New York
$16.1M +$6.86M +231,412 +77%
BJ
105
BlackRock Japan
Japan
$15.5M -$1.82M -61,434 -11%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.4M +$166K +5,588 +1%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$15.2M +$4.08M +137,688 +37%
HW
108
Hancock Whitney
Mississippi
$15.2M +$188K +6,334 +1%
Bank of America
109
Bank of America
North Carolina
$15.2M -$158K -5,336 -1%
TA
110
Teachers Advisors
New York
$14.6M +$2.79M +94,260 +24%
MWAC
111
Mariner Wealth Advisors (Cincinnati)
Ohio
$14.5M +$19.1K +644 +0.1%
SAM
112
Shell Asset Management
Netherlands
$14.5M -$928K -31,304 -6%
AT
113
Arvest Trust
Oklahoma
$14.4M +$42.2K +1,422 +0.3%
SG Americas Securities
114
SG Americas Securities
New York
$14.2M -$8.58M -289,266 -38%
B
115
Baird
Wisconsin
$13.6M -$2.03M -68,558 -13%
AIM
116
Allen Investment Management
New York
$13.6M +$13.4M +451,684 New
SI
117
Sentry Investments
Ontario, Canada
$13.6M -$7.57M -255,200 -36%
NPPM
118
North Point Portfolio Managers
Ohio
$13.5M +$146K +4,940 +1%
BNP Paribas Asset Management
119
BNP Paribas Asset Management
France
$13.5M -$3.66M -123,368 -22%
KBC Group
120
KBC Group
Belgium
$13.5M +$7.49M +252,530 +130%
CC
121
Cornerstone Capital
California
$12.5M -$540K -18,230 -4%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$12.3M -$587K -19,816 -5%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$12.1M -$2.82M -95,164 -19%
US Bancorp
124
US Bancorp
Minnesota
$12M -$90.5K -3,052 -0.8%
CA
125
Commerzbank Aktiengesellschaft
Germany
$11.8M -$1.28M -43,218 -10%

FISV Hedge Fund Activity: Q2 2014 in Review

612 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2014, worth a combined $13.3B — up 6.5% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FISV positions and 34 closed out — a net gain of 21 holders — while 181 added to existing stakes and 272 trimmed.

The largest buyer was Veritas Asset Management, opening a new position worth an estimated $206M. The largest seller was AllianceBernstein, cutting an estimated $107M.

  • 612 institutional investors held Fiserv Inc (FISV) as of Q2 2014, up from 595 in Q1 2014.
  • Funds reported $13.3B of Fiserv Inc stock for Q2 2014, up 6.5% quarter-over-quarter.
  • 55 funds opened new Fiserv Inc positions in Q2 2014 and 34 closed out, a net change of +21 holders.
  • The largest Fiserv Inc buyer in Q2 2014 was Veritas Asset Management, an estimated $206M added.
  • The largest Fiserv Inc seller in Q2 2014 was AllianceBernstein, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2014.