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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
Public Sector Pension Investment Board (PSP Investments)
201
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.38M -$223K -9,200 -5%
MPM
202
Meritage Portfolio Management
Kansas
$4.37M +$130K +5,380 +3%
ARMC
203
American Research & Management Company
Massachusetts
$4.36M -$114K -4,700 -3%
Boston Partners
204
Boston Partners
Massachusetts
$4.34M
EA
205
Euclid Advisors
Connecticut
$4.18M +$4.01M +165,612 New
MSA
206
Mason Street Advisors
Wisconsin
$4.13M -$908K -37,552 -19%
TAM
207
Tealwood Asset Management
Minnesota
$4.11M -$211K -8,740 -5%
Parnassus Investments
208
Parnassus Investments
California
$4.04M
LG
209
Leuthold Group
Minnesota
$4.04M -$195K -8,080 -5%
BG
210
Bahl & Gaynor
Ohio
$4.04M -$57.5K -2,376 -1%
AG
211
Aperio Group
California
$3.98M +$533K +22,044 +16%
LBG
212
Lloyds Banking Group
United Kingdom
$3.97M +$277K +11,456 +8%
HIMCH
213
Hartford Investment Management Co (HIMCO)
Connecticut
$3.94M -$216K -8,940 -5%
FAF
214
Fjarde Ap-fonden
Sweden
$3.89M -$357K -14,764 -9%
BMO
215
Beck Mack & Oliver
New York
$3.77M
Thrivent Financial for Lutherans
216
Thrivent Financial for Lutherans
Minnesota
$3.76M +$3.15M +130,200 +700%
VC
217
Vestor Capital
Illinois
$3.75M -$978K -40,440 -21%
LIA
218
LS Investment Advisors
Michigan
$3.74M +$168K +6,928 +5%
CCM
219
Carderock Capital Management
Maryland
$3.62M -$295K -12,192 -8%
DDC
220
DF Dent & Co
Maryland
$3.54M -$144K -5,940 -4%
FCAM
221
F&C Asset Management
United Kingdom
$3.52M +$133K +5,496 +4%
EIM
222
ExxonMobil Investment Management
Texas
$3.5M -$234K -9,668 -7%
MA
223
Montag & Associates
Georgia
$3.47M -$922K -38,128 -22%
CB
224
Chemical Bank
Michigan
$3.45M -$111K -4,600 -3%
BCM
225
Bridgeway Capital Management
Texas
$3.44M

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.