We are live on ! Find out more
FISV

Fiserv Inc

759 hedge funds and large institutions have $22.8B invested in Fiserv Inc in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 235 increasing their positions, 336 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

5% more capital invested

Capital invested by funds: $21.6B → $22.8B (+$1.17B)

1% more funds holding

Funds holding: 748759 (+11)

0.5% more ownership

Funds ownership: 175.06%175.56% (+0.5%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

30% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 336

33% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $38.1M

Holders
759
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
18.92%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
54
Increased
235
Reduced
336
Closed
38
Calls
$25.6M
Puts
$38.1M
Net Calls
-$12.5M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
LG
201
Leuthold Group
Minnesota
$8.03M -$276K -4,556 -3%
HJA
202
Hugh Johnson Advisors
New York
$8M -$113K -1,870 -1%
SC
203
SouthState Corp
Florida
$7.96M -$415K -6,866 -5%
MA
204
Montag & Associates
Georgia
$7.78M
Calamos Advisors
205
Calamos Advisors
Illinois
$7.73M +$360K +5,946 +5%
BG
206
Bahl & Gaynor
Ohio
$7.67M -$3.51K -58 -0%
CSS
207
Cubist Systematic Strategies
Connecticut
$7.6M +$5.71M +94,378 +316%
BF
208
BOK Financial
Oklahoma
$7.57M -$147K -2,426 -2%
RBA
209
Richard Bernstein Advisors
New York
$7.54M -$1.45M -24,000 -16%
ESCM
210
Echo Street Capital Management
New York
$7.53M +$1.08M +17,854 +17%
DWT
211
Dorsey & Whitney Trust
South Dakota
$7.45M -$106K -1,760 -1%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$7.41M +$44.5K +736 +0.6%
TPSF
213
Texas Permanent School Fund
Texas
$7.3M -$365K -6,038 -5%
FHA
214
First Horizon Advisors
Tennessee
$7.17M +$187K +3,090 +3%
TFA
215
Transamerica Financial Advisors
Florida
$7.14M +$288K +4,758 +4%
State of Tennessee, Department of Treasury
216
State of Tennessee, Department of Treasury
Tennessee
$7.11M -$63.8K -1,054 -0.9%
CB
217
Chemical Bank
Michigan
$6.9M -$30.2K -500 -0.4%
Envestnet Asset Management
218
Envestnet Asset Management
Illinois
$6.88M +$202K +3,336 +3%
Los Angeles Capital Management
219
Los Angeles Capital Management
California
$6.83M -$12.1K -200 -0.2%
UCFA
220
United Capital Financial Advisors
Texas
$6.76M +$259K +4,290 +4%
MIP
221
Marietta Investment Partners
Wisconsin
$6.76M
FAF
222
Första AP-fonden
Sweden
$6.76M +$1.16M +19,200 +21%
SWM
223
SVA Wealth Management
Wisconsin
$6.73M -$53.2K -880 -0.8%
BCB
224
Brian C. Broderick
$6.73M -$34.1K -564 -0.5%
CFG
225
Cambridge Financial Group
Ohio
$6.72M -$265K -4,384 -4%

FISV Hedge Fund Activity: Q2 2017 in Review

759 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2017, worth a combined $22.8B — up 5.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FISV positions and 38 closed out — a net gain of 16 holders — while 235 added to existing stakes and 336 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $165M. The largest seller was Findlay Park Partners, cutting an estimated $90.7M.

  • 759 institutional investors held Fiserv Inc (FISV) as of Q2 2017, up from 748 in Q1 2017.
  • Funds reported $22.8B of Fiserv Inc stock for Q2 2017, up 5.4% quarter-over-quarter.
  • 54 funds opened new Fiserv Inc positions in Q2 2017 and 38 closed out, a net change of +16 holders.
  • The largest Fiserv Inc buyer in Q2 2017 was Janus Henderson Group, an estimated $165M added.
  • The largest Fiserv Inc seller in Q2 2017 was Findlay Park Partners, an estimated $90.7M sold.

Based on aggregated 13F filings for Q2 2017.