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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
WG
1251
Winton Group
United Kingdom
-$301K -2,600 Closed
SM
1252
Sciencast Management
New Jersey
-$302K -2,580 Closed
HIC
1253
Holderness Investments Company
North Carolina
-$278K -2,400 Closed
CCA
1254
Catalyst Capital Advisors
New York
-$266K -2,300 Closed
PCS
1255
Personal CFO Solutions
New Jersey
-$259K -2,240 Closed
RA
1256
Rational Advisors
New York
-$256K -2,212 Closed
GW
1257
GW & Wade
Massachusetts
-$252K -2,181 Closed
SIG
1258
Sargent Investment Group
Maryland
-$249K -2,157 Closed
IAN
1259
Integrated Advisors Network
Texas
-$249K -2,150 Closed
EFS
1260
Essex Financial Services
Connecticut
-$247K -2,134 Closed
UCI
1261
Uncommon Cents Investing
Wisconsin
-$243K -2,100 Closed
LI
1262
LVZ Inc
Michigan
-$237K -2,048 Closed
BHWM
1263
Bar Harbor Wealth Management
New Hampshire
-$236K -2,045 Closed
AAP
1264
Ardsley Advisory Partners
Connecticut
-$231K -2,000 Closed
PWP
1265
Principle Wealth Partners
Connecticut
-$231K -2,000 Closed
RGI
1266
River Global Investors
United Kingdom
-$231K -2,000 Closed
UAM
1267
UAS Asset Management
New York
-$231K -2,000 Closed
VVP
1268
Venture Visionary Partners
Ohio
-$231K -1,999 Closed
CWM
1269
Calamos Wealth Management
Illinois
-$231K -1,995 Closed
ODG
1270
O'Dell Group
Ohio
-$230K -1,992 Closed
MCM
1271
MAI Capital Management
Ohio
-$230K -1,985 Closed
CC
1272
Cedar Capital
Illinois
-$229K -1,979 Closed
MA
1273
MANA Advisors
New York
-$227K -1,966 Closed
CANY
1274
Caxton Associates (New York)
New York
-$226K -1,955 Closed
CMBA
1275
C.M. Bidwell & Associates
Hawaii
-$224K -1,935 Closed

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.