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FISV

Fiserv Inc

550 hedge funds and large institutions have $11.5B invested in Fiserv Inc in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.43B)

1% more funds holding

Funds holding: 547550 (+3)

11% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $36.8M

22% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 240

Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.83%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
Stevens Capital Management
Pennsylvania
$5.53M +$4.22M +174,408 +392%
IRF
177
IBM Retirement Fund
New York
$5.52M -$821K -33,928 -13%
Credit Agricole
178
Credit Agricole
France
$5.44M +$5.2M +215,192 New
SOMRS
179
State of Michigan Retirement System
Michigan
$5.35M -$106K -4,400 -2%
HL
180
HeadInvest LLC
Maine
$5.29M -$568K -23,488 -10%
MA
181
MUFG Americas
New York
$5.27M -$26.8M -1,109,436 -84%
DWT
182
Dorsey & Whitney Trust
South Dakota
$5.2M +$86.3K +3,568 +2%
Aviva
183
Aviva
United Kingdom
$5.16M +$1.04M +42,824 +27%
TCM
184
Tributary Capital Management
Nebraska
$5.14M +$1.61M +66,756 +49%
OI
185
Oakbrook Investments
Illinois
$5.06M -$493K -20,400 -9%
LPT
186
Legacy Private Trust
Wisconsin
$4.95M +$576K +23,816 +14%
AIM
187
AMI Investment Management
Indiana
$4.89M -$2.07M -85,700 -31%
SCA
188
SAC Capital Advisors
Connecticut
$4.82M +$4.34M +179,448 +1,598%
WDA
189
Wendell David Associates
New Hampshire
$4.68M +$33.4K +1,380 +0.8%
KBC Group
190
KBC Group
Belgium
$4.67M -$5.05M -208,624 -53%
TIP
191
Torray Investment Partners
Maryland
$4.61M +$4.64K +192 +0.1%
SHWM
192
Smith & Howard Wealth Management
Georgia
$4.59M
ICM
193
ICC Capital Management
Florida
$4.58M -$155K -6,400 -3%
FIM
194
Foresters Investment Management
New York
$4.55M
JFGIW
195
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.52M
HTHT
196
Hemenway Trust Hemenway Trust
New Hampshire
$4.52M +$121K +5,020 +3%
TSU
197
TD Securities (USA)
New York
$4.5M -$83.6K -3,456 -2%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$4.48M +$178K +7,356 +4%
EI
199
EDMP Inc
Florida
$4.43M -$94.8K -3,920 -2%
TFA
200
Toth Financial Advisory
Virginia
$4.4M -$16.4K -680 -0.4%

FISV Hedge Fund Activity: Q3 2013 in Review

550 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2013, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FISV positions and 25 closed out — a net gain of 10 holders — while 187 added to existing stakes and 240 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $111M. The largest seller was AllianceBernstein, cutting an estimated $133M.

  • 550 institutional investors held Fiserv Inc (FISV) as of Q3 2013, up from 547 in Q2 2013.
  • Funds reported $11.5B of Fiserv Inc stock for Q3 2013, up 14% quarter-over-quarter.
  • 35 funds opened new Fiserv Inc positions in Q3 2013 and 25 closed out, a net change of +10 holders.
  • The largest Fiserv Inc buyer in Q3 2013 was Egerton Capital (UK), an estimated $111M added.
  • The largest Fiserv Inc seller in Q3 2013 was AllianceBernstein, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.