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FISV

Fiserv Inc

993 hedge funds and large institutions have $38.1B invested in Fiserv Inc in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 396 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $453M | Put options by funds: $162M

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $35.6B → $38.1B (+$2.51B)

3.62% more ownership

Funds ownership: 102.99%106.61% (+3.6%)

3% more funds holding in top 10

Funds holding in top 10: 6365 (+2)

1% more funds holding

Funds holding: 981993 (+12)

17% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 396

Holders
993
Holders Change
+12
Holders Change %
+1.22%
% of All Funds
21.56%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.41%
New
83
Increased
330
Reduced
396
Closed
61
Calls
$453M
Puts
$162M
Net Calls
+$291M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$25.4M +$1.84M +21,020 +8%
Credit Agricole
152
Credit Agricole
France
$25.1M +$606K +6,914 +3%
SEIA
153
Signature Estate & Investment Advisors
California
$25M +$947K +10,809 +4%
Macquarie Group
154
Macquarie Group
Australia
$25M +$283K +3,224 +1%
Los Angeles Capital Management
155
Los Angeles Capital Management
California
$24.7M -$2.75M -31,417 -10%
WCM
156
Windward Capital Management
California
$24.4M -$391K -4,467 -2%
ProShare Advisors
157
ProShare Advisors
Maryland
$24M -$1.98M -22,563 -8%
CISOA
158
Capital Investment Services of America
Wisconsin
$23.9M -$610K -6,967 -3%
LCM
159
Logan Capital Management
Pennsylvania
$23.8M -$806K -9,203 -3%
AP
160
Archon Partners
New Jersey
$23.6M
MA
161
Montag & Associates
Georgia
$23.4M +$1.73M +19,729 +8%
Arrowstreet Capital
162
Arrowstreet Capital
Massachusetts
$22.8M -$48.6M -554,193 -69%
USAA
163
United Services Automobile Association
Texas
$22.7M +$227K +2,586 +1%
Nordea Investment Management
164
Nordea Investment Management
Sweden
$22.6M -$3.05M -34,793 -12%
CRCP
165
Copper Rock Capital Partners
Massachusetts
$22.6M
BFS
166
Bradley Foster & Sargent
Connecticut
$22.4M +$17.6M +200,310 +436%
LIA
167
LS Investment Advisors
Michigan
$22.4M -$279K -3,186 -1%
US Bancorp
168
US Bancorp
Minnesota
$22.1M -$435K -4,959 -2%
TIP
169
Torray Investment Partners
Maryland
$21.8M -$592K -6,752 -3%
CC
170
Caldera Capital
Texas
$21.6M +$9.76M +111,411 +89%
CAG
171
Crestwood Advisors Group
Massachusetts
$21.4M +$20.6M +235,180 New
JAM
172
Jupiter Asset Management
United Kingdom
$21.4M -$12.8M -146,355 -38%
HTHT
173
Hemenway Trust Hemenway Trust
New Hampshire
$21.4M -$129K -1,476 -0.6%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$21.2M -$464K -5,300 -2%
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$21.1M +$18M +204,939 +79%

FISV Hedge Fund Activity: Q2 2019 in Review

993 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2019, worth a combined $38.1B — up 7% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FISV positions and 61 closed out — a net gain of 22 holders — while 330 added to existing stakes and 396 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Egerton Capital (UK), cutting an estimated $216M.

  • 993 institutional investors held Fiserv Inc (FISV) as of Q2 2019, up from 981 in Q1 2019.
  • Funds reported $38.1B of Fiserv Inc stock for Q2 2019, up 7% quarter-over-quarter.
  • 83 funds opened new Fiserv Inc positions in Q2 2019 and 61 closed out, a net change of +22 holders.
  • The largest Fiserv Inc buyer in Q2 2019 was T. Rowe Price Associates, an estimated $345M added.
  • The largest Fiserv Inc seller in Q2 2019 was Egerton Capital (UK), an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.