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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
Jennison Associates
101
Jennison Associates
New York
$62M +$6.37M +57,318 +10%
CII
102
Capital International Inc
California
$61.9M -$1.2M -10,762 -2%
UBS Group
103
UBS Group
Switzerland
$60.6M -$67.5M -608,092 -49%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$60.5M +$12.5M +112,265 +20%
ASC
105
Atalanta Sosnoff Capital
New York
$59.7M +$39M +350,990 +127%
BHIA
106
Birch Hill Investment Advisors
Massachusetts
$59.6M +$431K +3,883 +0.6%
RP
107
Riverbridge Partners
Minnesota
$59M -$492K -4,432 -0.7%
HNB
108
Huntington National Bank
Ohio
$57.7M +$5.41M +48,662 +9%
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$57.6M +$1.74M +15,673 +3%
AAMU
110
Amundi Asset Management US
Massachusetts
$55.3M -$14.4M -129,301 -18%
GH
111
Grosvenor Holdings
Illinois
$55.2M +$5.81M +52,300 +10%
BNP Paribas Asset Management
112
BNP Paribas Asset Management
France
$54.7M -$5.73M -51,610 -8%
Prudential Financial
113
Prudential Financial
New Jersey
$52.9M +$114K +1,025 +0.2%
MPIA
114
Mountain Pacific Investment Advisers
Idaho
$52M -$292K -2,627 -0.5%
Barclays
115
Barclays
United Kingdom
$51.7M -$69.5M -626,005 -53%
Capital Research Global Investors
116
Capital Research Global Investors
California
$51M
ZIG
117
Zurich Insurance Group
Switzerland
$50.5M +$22.8M +204,820 +63%
Robeco Institutional Asset Management
118
Robeco Institutional Asset Management
Netherlands
$49.8M +$116K +1,046 +0.2%
Canada Life
119
Canada Life
Manitoba, Canada
$48.6M -$289K -2,603 -0.5%
PC
120
PointState Capital
New York
$48.1M -$188M -1,695,287 -77%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$46.6M +$1.17M +10,518 +2%
CI
122
Cooper Investors
Australia
$45.8M +$2.39M +21,495 +5%
TG
123
TCW Group
California
$45.1M +$21.3M +191,599 +68%
SAM
124
Storebrand Asset Management
Norway
$44.7M +$52.3M +470,471 New
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$43.5M +$963K +8,668 +2%

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.