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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
LBC
1276
Lawrence B. Cohen
-$218K -1,885 Closed
SEM
1277
Suncoast Equity Management
Florida
-$218K -1,885 Closed
LSAG
1278
Lake Street Advisors Group
New Hampshire
-$216K -1,867 Closed
SNBOSD
1279
Security National Bank of So Dak
Iowa
-$215K -1,857 Closed
ATFA
1280
All Terrain Financial Advisors
Minnesota
-$214K -1,850 Closed
RI
1281
Ridgewood Investments
New Jersey
-$213K -1,845 Closed
HFBOT
1282
Home Federal Bank of Tennessee
Tennessee
-$213K -1,840 Closed
WSFS
1283
Wilmington Savings Fund Society
Delaware
-$212K -1,830 Closed
WPW
1284
Waldron Private Wealth
Pennsylvania
-$209K -1,815 Closed
TP
1285
Truvvo Partners
New York
-$208K -1,801 Closed
DC
1286
Derby & Company
Massachusetts
-$208K -1,800 Closed
NB
1287
Northwest Bancshares
Pennsylvania
-$208K -1,800 Closed
ESB
1288
Essex Savings Bank
Connecticut
-$203K -1,753 Closed
AA
1289
Apriem Advisors
California
-$202K -1,750 Closed
BWP
1290
Bernardo Wealth Planning
Pennsylvania
-$201K -1,744 Closed
JIM
1291
Jupiter Investment Management
United Kingdom
-$201K -1,741 Closed
Qube Research & Technologies (QRT)
1292
Qube Research & Technologies (QRT)
United Kingdom
-$201K -1,734 Closed
GLI
1293
Guardian Life Insurance
New York
-$194K -1,682 Closed
VWM
1294
Vigilare Wealth Management
Arizona
-$202K -1,660 Closed
PHK
1295
Point72 Hong Kong
Hong Kong
-$182K -1,572 Closed
BCI
1296
Brinker Capital Investments
Pennsylvania
-$162K -1,400 Closed
ACM
1297
Anfield Capital Management
California
-$137K -1,125 Closed
RP
1298
Rowlandmiller & Partners
Georgia
-$123K -1,064 Closed
EMFAT
1299
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$74K -640 Closed
HL
1300
Harding Loevner
New Jersey
-$72K -626 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.