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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
VCM
1301
Vigilant Capital Management
Maine
-$69K -600 Closed
GDP
1302
Great Diamond Partners
Maine
-$64K -561 Closed
RIA
1303
Realta Investment Advisors
Delaware
-$64K -560 Closed
CHAM
1304
Clear Harbor Asset Management
Connecticut
-$62.4K -540 Closed
EWA
1305
Evolution Wealth Advisors
Florida
-$38K -326 Closed
HWM
1306
Howard Wealth Management
Connecticut
-$32K -284 Closed
ACM
1307
Allred Capital Management
Texas
-$13.2K -114 Closed
VAIA
1308
Virtus Alternative Investment Advisers
Connecticut
-$9K -77 Closed
APC
1309
Aspire Private Capital
North Carolina
-$7K -60 Closed
AAP
1310
Arax Advisory Partners
Colorado
-$7K -59 Closed
CH
1311
Canton Hathaway
Rhode Island
-$5K -45 Closed
CA
1312
Crewe Advisors
Utah
-$3K -29 Closed
HWA
1313
Heritage Wealth Advisors
Virginia
-$3.24K -28 Closed
PWP
1314
Personal Wealth Partners
Minnesota
-$3K -24 Closed
FPFS
1315
First Personal Financial Services
North Carolina
-$2K -20 Closed
PA
1316
PSI Advisors
Florida
-$1K -15 Closed
AWM
1317
Atticus Wealth Management
Florida
-$1K -8 Closed
GI
1318
Gradient Investments
Minnesota
-$1K -8 Closed
SHWM
1319
Silicon Hills Wealth Management
Texas
-$14 -1 Closed
TA
1320
Thor Advisors
New York
+$444 +4 New

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.