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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
SAM
176
Shell Asset Management
Netherlands
$12.1M +$31.7K +410 +0.3%
GT
177
Glenview Trust
Kentucky
$12M +$58.8K +761 +0.5%
CIA
178
CCM Investment Advisers
South Carolina
$11.9M +$934K +12,078 +8%
Treasurer of the State of North Carolina
179
Treasurer of the State of North Carolina
North Carolina
$11.7M +$15.5K +201 +0.1%
GG
180
Gofen & Glossberg
Illinois
$11.6M -$417K -5,400 -3%
MPM
181
Meritage Portfolio Management
Kansas
$11.4M -$387K -5,003 -3%
Marshall Wace
182
Marshall Wace
United Kingdom
$11.3M +$10.7M +138,385 +925%
ESCM
183
Echo Street Capital Management
New York
$11.2M -$916K -11,848 -7%
TAM
184
Troy Asset Management
United Kingdom
$11.2M -$3.42M -44,300 -23%
TCM
185
Thames Capital Management
New Jersey
$11.1M +$11.7M +151,370 New
GF
186
Gabelli Funds
New York
$11.1M
Aviva
187
Aviva
United Kingdom
$11.1M -$3.54M -45,755 -23%
ACI
188
AMP Capital Investors
Australia
$11M -$377K -4,875 -3%
RJFSA
189
Raymond James Financial Services Advisors
Florida
$11M +$457K +5,906 +4%
Wellington Management Group
190
Wellington Management Group
Massachusetts
$10.9M -$72.1M -932,102 -86%
CL
191
Choreo LLC
Illinois
$10.6M +$1.89M +24,477 +20%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$10.6M -$810K -10,481 -7%
GC
193
Guggenheim Capital
Illinois
$10.5M -$3.2M -41,376 -22%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$10.5M -$18.3K -237 -0.2%
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$10.3M -$81.2K -1,050 -0.7%
BTS
196
BB&T Securities
Virginia
$10.3M -$547K -7,076 -5%
TFA
197
Toth Financial Advisory
Virginia
$10.1M -$173K -2,242 -2%
AIMCA
198
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.89M +$2.77M +35,800 +36%
FTIOP
199
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.84M +$2.9M +37,510 +39%
MA
200
Montag & Associates
Georgia
$9.68M +$309K +4,000 +3%

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.