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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
176
Stifel Financial
Missouri
$13.3M -$956K -13,162 -7%
FIM
177
Foresters Investment Management
New York
$13.2M +$595K +8,200 +5%
GC
178
Guggenheim Capital
Illinois
$13.2M -$65.2M -898,354 -83%
Royal London Asset Management
179
Royal London Asset Management
United Kingdom
$13M +$12.8M +176,083 New
JFGIW
180
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.9M -$354K -4,874 -3%
Assenagon Asset Management
181
Assenagon Asset Management
Luxembourg
$12.8M +$12.5M +172,618 New
WDA
182
Wendell David Associates
New Hampshire
$12.7M -$12.1K -166 -0.1%
CTA
183
Carillon Tower Advisers
Florida
$12.5M -$789K -10,869 -6%
SAM
184
Shell Asset Management
Netherlands
$12.3M -$465K -6,400 -4%
GG
185
Gofen & Glossberg
Illinois
$12.2M -$273K -3,765 -2%
MPM
186
Meritage Portfolio Management
Kansas
$12M -$43.4K -598 -0.4%
GT
187
Glenview Trust
Kentucky
$11.9M +$82.6K +1,137 +0.7%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$11.8M -$268K -3,688 -2%
RMCM
189
Reynders McVeigh Capital Management
Massachusetts
$11.7M -$42.5K -585 -0.4%
ASRS
190
Arizona State Retirement System
Arizona
$11.5M +$670K +9,226 +6%
D.E. Shaw & Co
191
D.E. Shaw & Co
New York
$11.5M +$7.44M +102,500 +195%
RJFSA
192
Raymond James Financial Services Advisors
Florida
$11.5M +$623K +8,584 +6%
Russell Investments Group
193
Russell Investments Group
United Kingdom
$11.4M -$8.83M -121,572 -44%
CIA
194
CCM Investment Advisers
South Carolina
$11.4M +$250K +3,445 +2%
ESCM
195
Echo Street Capital Management
New York
$11.4M +$768K +10,579 +7%
SI
196
Scout Investments
Missouri
$11.1M -$3.98M -54,799 -27%
GF
197
Gabelli Funds
New York
$10.9M +$857K +11,800 +9%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$10.7M -$261K -3,591 -2%
TFA
199
Toth Financial Advisory
Virginia
$10.7M +$7.55K +104 +0.1%
OPERF
200
Oregon Public Employees Retirement Fund
Oregon
$10.6M -$217K -2,991 -2%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.