We are live on ! Find out more
FISV

Fiserv Inc

748 hedge funds and large institutions have $21.6B invested in Fiserv Inc in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $20.4B → $21.6B (+$1.22B)

0% more funds holding

Funds holding: 748748 (0)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

2.02% less ownership

Funds ownership: 177.08%175.06% (-2%)

27% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $34.2M

37% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 352

Holders
748
Holders Change
Holders Change %
0%
% of All Funds
18.62%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1%
New
59
Increased
223
Reduced
352
Closed
48
Calls
$25.1M
Puts
$34.2M
Net Calls
-$9.09M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
SouthState Corp
Florida
$7.9M -$393K -7,000 -5%
LG
202
Leuthold Group
Minnesota
$7.83M -$170K -3,026 -2%
ProShare Advisors
203
ProShare Advisors
Maryland
$7.79M -$345K -6,138 -4%
HJA
204
Hugh Johnson Advisors
New York
$7.65M -$87K -1,550 -1%
OTPPB
205
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.44M +$344K +6,122 +5%
CCM
206
Channing Capital Management
Illinois
$7.4M -$978K -17,426 -12%
MA
207
Montag & Associates
Georgia
$7.33M -$46.3K -824 -0.6%
BF
208
BOK Financial
Oklahoma
$7.28M +$360K +6,416 +5%
BG
209
Bahl & Gaynor
Ohio
$7.23M
TPSF
210
Texas Permanent School Fund
Texas
$7.23M -$262K -4,660 -4%
DWT
211
Dorsey & Whitney Trust
South Dakota
$7.13M -$90.8K -1,618 -1%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$6.95M -$868K -15,468 -11%
Calamos Advisors
213
Calamos Advisors
Illinois
$6.94M -$15.5K -276 -0.2%
Toronto Dominion Bank
214
Toronto Dominion Bank
Ontario, Canada
$6.77M +$2.3M +40,952 +54%
State of Tennessee, Department of Treasury
215
State of Tennessee, Department of Treasury
Tennessee
$6.76M -$1.01M -17,982 -13%
FHA
216
First Horizon Advisors
Tennessee
$6.61M -$7.41K -132 -0.1%
CFG
217
Cambridge Financial Group
Ohio
$6.59M +$41.5K +740 +0.7%
CB
218
Chemical Bank
Michigan
$6.54M -$45.9K -818 -0.7%
TFA
219
Transamerica Financial Advisors
Florida
$6.46M -$48.8K -870 -0.8%
Los Angeles Capital Management
220
Los Angeles Capital Management
California
$6.45M -$227K -4,048 -3%
SWM
221
SVA Wealth Management
Wisconsin
$6.39M +$109K +1,940 +2%
BCB
222
Brian C. Broderick
$6.37M -$341K -6,074 -5%
MIP
223
Marietta Investment Partners
Wisconsin
$6.37M
AIMCA
224
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.37M +$6.2M +110,400 New
Envestnet Asset Management
225
Envestnet Asset Management
Illinois
$6.29M -$391K -6,972 -6%

FISV Hedge Fund Activity: Q1 2017 in Review

748 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2017, worth a combined $21.6B — up 6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FISV positions and 48 closed out — a net gain of 11 holders — while 223 added to existing stakes and 352 trimmed.

The largest buyer was BlackRock, adding an estimated $1.55B. The largest seller was T. Rowe Price Associates, cutting an estimated $302M.

  • 748 institutional investors held Fiserv Inc (FISV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $21.6B of Fiserv Inc stock for Q1 2017, up 6% quarter-over-quarter.
  • 59 funds opened new Fiserv Inc positions in Q1 2017 and 48 closed out, a net change of +11 holders.
  • The largest Fiserv Inc buyer in Q1 2017 was BlackRock, an estimated $1.55B added.
  • The largest Fiserv Inc seller in Q1 2017 was T. Rowe Price Associates, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2017.