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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
126
First Trust Advisors
Illinois
$19.5M -$2.22M -28,731 -10%
NC
127
Nitorum Capital
New York
$19.4M +$1.71M +22,075 +9%
DILIC
128
Dai-ichi Life Insurance Company
Japan
$19.2M -$854K -11,045 -4%
USAA
129
United Services Automobile Association
Texas
$19.1M +$149K +1,926 +0.7%
Macquarie Group
130
Macquarie Group
Australia
$18.9M -$163K -2,109 -0.8%
US Bancorp
131
US Bancorp
Minnesota
$18.5M +$449K +5,808 +2%
VIMU
132
Veritas Investment Management (UK)
United Kingdom
$18.3M +$113K +1,467 +0.6%
MWNA
133
Marshall Wace North America
New York
$18.3M +$14.6M +188,337 +313%
CI
134
Cooper Investors
Australia
$18.2M +$19.2M +247,954 New
HTHT
135
Hemenway Trust Hemenway Trust
New Hampshire
$18.2M -$1.4M -18,164 -7%
Robeco Institutional Asset Management
136
Robeco Institutional Asset Management
Netherlands
$17.9M -$713K -9,224 -4%
RJA
137
Raymond James & Associates
Florida
$17.8M +$1.14M +14,789 +7%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$17.6M +$7.73K +100 +0%
Fidelity International
139
Fidelity International
Bermuda
$17.4M +$18.3M +237,275 +624,408%
CC
140
Cornerstone Capital
California
$17.3M -$198K -2,565 -1%
MCTIC
141
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$17.3M -$279K -3,610 -2%
BAPIM
142
British Airways Pensions Investment Management
United Kingdom
$17.1M -$17.9K -231 -0.1%
CRCP
143
Copper Rock Capital Partners
Massachusetts
$16.9M +$6.19M +80,123 +53%
NPPM
144
North Point Portfolio Managers
Ohio
$16.9M -$1.34M -17,383 -7%
KFS
145
Kurt F. Somerville
$16.7M -$592K -7,655 -3%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$16.6M +$17.1M +221,447 +4,578%
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$16.4M -$3.29M -42,562 -16%
Citigroup
148
Citigroup
New York
$16.1M -$17.7M -229,537 -51%
PSUF
149
People's United Financial
Connecticut
$16M +$80.1K +1,036 +0.5%
CG
150
Colony Group
Massachusetts
$15.8M +$2.72M +35,147 +19%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.