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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
151
Credit Agricole
France
$23.7M -$155K -1,883 -0.7%
SEIA
152
Signature Estate & Investment Advisors
California
$23.3M +$21.8M +263,713 New
AP
153
Archon Partners
New Jersey
$22.9M -$2.76M -33,490 -11%
Toronto Dominion Bank
154
Toronto Dominion Bank
Ontario, Canada
$22.8M +$2.86M +34,640 +16%
SEI Investments
155
SEI Investments
Pennsylvania
$22.7M -$472K -5,725 -2%
First Trust Advisors
156
First Trust Advisors
Illinois
$22.4M -$936K -11,347 -4%
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$22.4M -$2.59M -31,448 -11%
LIA
158
LS Investment Advisors
Michigan
$22M -$1.68M -20,377 -8%
CI
159
Cooper Investors
Australia
$21.9M
US Bancorp
160
US Bancorp
Minnesota
$21.9M -$283K -3,425 -1%
CRCP
161
Copper Rock Capital Partners
Massachusetts
$21.8M +$1.38M +16,709 +7%
USAA
162
United Services Automobile Association
Texas
$21.7M -$1.11M -13,418 -5%
TIP
163
Torray Investment Partners
Maryland
$21.7M -$2.78M -33,729 -12%
LC
164
Lunia Capital
Texas
$21.4M +$20M +242,568 New
EMG
165
ETF Managers Group
New Jersey
$21.1M +$2.31M +27,958 +13%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$21M -$124K -1,500 -0.6%
MA
167
Montag & Associates
Georgia
$20.9M +$8.65M +104,834 +80%
HTHT
168
Hemenway Trust Hemenway Trust
New Hampshire
$20.9M -$907K -10,995 -4%
DILIC
169
Dai-ichi Life Insurance Company
Japan
$20.8M -$2.12M -25,694 -10%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$20.8M +$13.6M +164,336 +231%
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$20.7M +$650K +7,877 +3%
CIBC Asset Management
172
CIBC Asset Management
Ontario, Canada
$20.5M +$3.97M +48,105 +26%
NPPM
173
North Point Portfolio Managers
Ohio
$20.4M +$178K +2,152 +0.9%
CC
174
Cornerstone Capital
California
$20.2M -$534K -6,476 -3%
DP
175
DSAM Partners
United Kingdom
$20M +$18.7M +226,873 New

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.